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
2.48
2.42
NAV
₹18.32
₹19.38
Fund Started
20 Nov 2020
04 Dec 2020
Fund Size
₹746.02 Cr
₹563.84 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 30 days.
1 Year
-1.15%
0.45%
3 Year
9.55%
11.12%
5 Year
8.02%
9.13%
Equity
95.26%
99.47%
Cash
4.74%
0.53%
Top 10 Holdings
Bharti Airtel Ltd. | 7.45% |
ICICI Bank Ltd. | 6.64% |
HDFC Bank Ltd. | 6.42% |
Eternal Ltd. | 4.97% |
Axis Bank Ltd. | 4.87% |
Larsen & Toubro Ltd. | 4.50% |
Bajaj Finance Ltd. | 4.04% |
Infosys Ltd. | 4.02% |
Shriram Finance Ltd | 3.77% |
State Bank of India | 3.72% |
ICICI Bank Ltd. | 9.02% |
HDFC Bank Ltd. | 4.77% |
Bharti Airtel Ltd. | 4.09% |
Axis Bank Ltd. | 3.92% |
Kotak Mahindra Bank Ltd. | 3.83% |
State Bank of India | 3.11% |
Infosys Ltd. | 2.81% |
TVS Motor Company Ltd. | 2.77% |
Bajaj Finance Ltd. | 2.61% |
Hindalco Industries Ltd. | 2.54% |
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
