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
3.46
2.41
NAV
₹16.67
₹17.58
Fund Started
20 Nov 2020
04 Dec 2020
Fund Size
₹709.25 Cr
₹521.59 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 30 days.
1 Year
1.01%
2.69%
3 Year
13.07%
15.39%
5 Year
9.85%
11.54%
Equity
97.90%
98.81%
Cash
2.10%
1.19%
Top 10 Holdings
Bharti Airtel Ltd. | 7.68% |
HDFC Bank Ltd. | 6.19% |
ICICI Bank Ltd. | 5.10% |
Eternal Ltd. | 4.52% |
Linde India Ltd. | 4.05% |
Larsen & Toubro Ltd. | 4.00% |
Axis Bank Ltd. | 3.93% |
State Bank of India | 3.73% |
Bajaj Finance Ltd. | 3.73% |
Ultratech Cement Ltd. | 3.64% |
ICICI Bank Ltd. | 8.55% |
HDFC Bank Ltd. | 4.73% |
Bharti Airtel Ltd. | 4.26% |
Infosys Ltd. | 4.09% |
Kotak Mahindra Bank Ltd. | 3.73% |
Axis Bank Ltd. | 3.66% |
State Bank of India | 3.21% |
TVS Motor Company Ltd. | 2.91% |
Hindalco Industries Ltd. | 2.54% |
Mahindra & Mahindra Ltd. | 2.32% |
Name
-
-
Start Date
-
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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
