Compare Quantum ESG Best In Class Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
Quantum ESG Best In Class Strategy Fund
Aditya Birla Sun Life ESG Integration Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.26
2.44
NAV
₹24.67
₹19.07
Fund Started
21 Jun 2019
04 Dec 2020
Fund Size
₹95.75 Cr
₹579.65 Cr
Exit Load
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 30 days.
1 Year
-6.92%
-2.38%
3 Year
6.11%
8.87%
5 Year
5.89%
5.74%
Equity
97.77%
98.92%
Cash
2.23%
1.08%
Top 10 Holdings
TVS Motor Company Ltd. | 6.16% |
HDFC Bank Ltd. | 3.73% |
The Federal Bank Ltd. | 3.71% |
Marico Ltd. | 3.61% |
Bajaj Finance Ltd. | 3.46% |
Persistent Systems Ltd. | 3.31% |
Bosch Ltd. | 2.96% |
VA Tech Wabag Ltd. | 2.86% |
HDFC Life Insurance Co Ltd. | 2.65% |
Amber Enterprises India Ltd. | 2.23% |
ICICI Bank Ltd. | 9.28% |
HDFC Bank Ltd. | 4.12% |
Bharti Airtel Ltd. | 3.89% |
Axis Bank Ltd. | 3.69% |
Kotak Mahindra Bank Ltd. | 3.43% |
TVS Motor Company Ltd. | 3.38% |
State Bank of India | 3.13% |
Sona BLW Precision Forgings Ltd. | 3.11% |
Infosys Ltd. | 2.83% |
Bajaj Finance Ltd. | 2.67% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
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
21 Jun 2019
04 Dec 2020
