Compare SBI ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
1.95
2.48
NAV
₹227.45
₹17.08
Fund Started
27 Nov 2006
04 Dec 2020
Fund Size
₹5526.06 Cr
₹592.39 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 30 days.
1 Year
6.06%
8.17%
3 Year
12.63%
13.87%
5 Year
10.23%
9.49%
Equity
98.11%
99.49%
Cash
1.81%
0.51%
Top 10 Holdings
HDFC Bank Ltd. | 9.08% |
ICICI Bank Ltd. | 8.33% |
Infosys Ltd. | 6.27% |
Axis Bank Ltd. | 5.13% |
State Bank of India | 5.04% |
Larsen & Toubro Ltd. | 4.66% |
Maruti Suzuki India Ltd. | 4.08% |
Kotak Mahindra Bank Ltd. | 3.82% |
Ultratech Cement Ltd. | 3.75% |
Bajaj Finance Ltd. | 3.54% |
ICICI Bank Ltd. | 8.61% |
HDFC Bank Ltd. | 5.05% |
Bharti Airtel Ltd. | 4.29% |
Kotak Mahindra Bank Ltd. | 3.85% |
Axis Bank Ltd. | 3.84% |
Infosys Ltd. | 3.75% |
State Bank of India | 3.47% |
TVS Motor Company Ltd. | 2.94% |
Bajaj Finance Ltd. | 2.47% |
Mahindra & Mahindra Ltd. | 2.35% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a divemified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary 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
27 Nov 2006
04 Dec 2020
