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
1.96
2.42
NAV
₹261.85
₹19.23
Fund Started
27 Nov 2006
04 Dec 2020
Fund Size
₹5346.83 Cr
₹563.84 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 30 days.
1 Year
-0.95%
-0.22%
3 Year
9.59%
10.80%
5 Year
9.77%
8.79%
Equity
96.19%
99.47%
Cash
3.72%
0.53%
Top 10 Holdings
ICICI Bank Ltd. | 8.72% |
HDFC Bank Ltd. | 8.04% |
Axis Bank Ltd. | 5.20% |
Larsen & Toubro Ltd. | 4.31% |
Maruti Suzuki India Ltd. | 4.07% |
Bajaj Finance Ltd. | 3.95% |
Infosys Ltd. | 3.94% |
State Bank of India | 3.84% |
Kotak Mahindra Bank Ltd. | 3.79% |
Asian Paints Ltd. | 2.96% |
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 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
