Compare SBI ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
SBI ESG Exclusionary Strategy Fund
EquityThematic-ESG
Aditya Birla Sun Life ESG Integration Strategy Fund
EquityThematic-ESG
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.02
2.44
NAV
₹247.93
₹18.48
Fund Started
27 Nov 2006
04 Dec 2020
Fund Size
₹4983.74 Cr
₹541.68 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 30 days.
1 Year
-8.37%
-7.08%
3 Year
7.17%
8.82%
5 Year
5.70%
4.19%
Equity
98.77%
98.62%
Cash
1.13%
1.38%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.50% |
HDFC Bank Ltd. | 7.66% |
Kotak Mahindra Bank Ltd. | 4.32% |
Larsen & Toubro Ltd. | 4.19% |
Bajaj Finance Ltd. | 4.04% |
State Bank of India | 3.85% |
Maruti Suzuki India Ltd. | 3.70% |
Tech Mahindra Ltd. | 3.23% |
TVS Motor Company Ltd. | 3.20% |
JSW Steel Ltd. | 3.09% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.54% |
HDFC Bank Ltd. | 4.41% |
Bharti Airtel Ltd. | 4.04% |
Axis Bank Ltd. | 3.72% |
Kotak Mahindra Bank Ltd. | 3.65% |
TVS Motor Company Ltd. | 3.42% |
Sona BLW Precision Forgings Ltd. | 3.40% |
State Bank of India | 3.03% |
Infosys Ltd. | 2.66% |
Eternal Ltd. | 2.66% |
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
