Compare SBI ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
SBI ESG Exclusionary Strategy Fund
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
₹265.78
₹19.58
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
1.71%
2.84%
3 Year
10.00%
11.42%
5 Year
9.97%
8.90%
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
