Compare Kotak ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.39
2.42
NAV
₹17.46
₹18.39
Fund Started
20 Nov 2020
04 Dec 2020
Fund Size
₹752.38 Cr
₹565.96 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 30 days.
1 Year
-4.68%
-2.57%
3 Year
9.32%
11.16%
5 Year
7.32%
9.07%
Equity
96.61%
99.43%
Cash
3.39%
0.57%
Top 10 Holdings
Bharti Airtel Ltd. | 7.67% |
HDFC Bank Ltd. | 6.15% |
ICICI Bank Ltd. | 5.04% |
Infosys Ltd. | 4.71% |
Eternal Ltd. | 4.60% |
Larsen & Toubro Ltd. | 4.32% |
Bajaj Finance Ltd. | 4.11% |
Linde India Ltd. | 4.08% |
Axis Bank Ltd. | 4.05% |
State Bank of India | 3.83% |
ICICI Bank Ltd. | 8.26% |
HDFC Bank Ltd. | 4.60% |
Bharti Airtel Ltd. | 4.15% |
Kotak Mahindra Bank Ltd. | 3.72% |
Axis Bank Ltd. | 3.68% |
Infosys Ltd. | 3.56% |
State Bank of India | 3.23% |
TVS Motor Company Ltd. | 2.78% |
Hindalco Industries Ltd. | 2.75% |
Bajaj Finance Ltd. | 2.43% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
Launch Date
20 Nov 2020
04 Dec 2020
