Compare WhiteOak Capital ESG Best-In-Class Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.34 | 2.46 |
NAV | ₹10.57 | ₹18.47 |
Fund Started | 11 Oct 2024 | 04 Dec 2020 |
Fund Size | ₹69.81 Cr | ₹616.29 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.34
2.46
NAV
₹10.57
₹18.47
Fund Started
11 Oct 2024
04 Dec 2020
Fund Size
₹69.81 Cr
₹616.29 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 30 days.
1 Year | 1.17% | 8.16% |
3 Year | - | 16.22% |
5 Year | - | 12.45% |
1 Year
1.17%
8.16%
3 Year
-
16.22%
5 Year
-
12.45%
Equity | 98.62% | 98.85% |
Cash | -2.17% | 1.15% |
Equity
98.62%
98.85%
Cash
-2.17%
1.15%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 9.55% |
ICICI Bank Ltd. | 9.35% |
Mahindra & Mahindra Ltd. | 4.43% |
Bharti Airtel Ltd. | 4.28% |
Kotak Mahindra Bank Ltd. | 3.14% |
Eternal Ltd. | 2.79% |
Tata Consultancy Services Ltd. | 2.78% |
Persistent Systems Ltd. | 2.58% |
Titan Company Ltd. | 2.36% |
Bharat Electronics Ltd. | 2.30% |
ICICI Bank Ltd. | 8.06% |
HDFC Bank Ltd. | 5.42% |
Bharti Airtel Ltd. | 4.62% |
Infosys Ltd. | 4.47% |
Kotak Mahindra Bank Ltd. | 3.93% |
Axis Bank Ltd. | 3.39% |
State Bank of India | 2.72% |
TVS Motor Company Ltd. | 2.72% |
Tata Consultancy Services Ltd. | 2.60% |
Mahindra & Mahindra Ltd. | 2.47% |
Name | Ashish Agrawal | - |
Start Date | 25 Feb 2025 | - |
Name
Ashish Agrawal
-
Start Date
25 Feb 2025
-
Description | The scheme seeks to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. There is no assurance that the investment objective of the Scheme will be achieved. | 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 | 11 Oct 2024 | 04 Dec 2020 |
Description
The scheme seeks to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. There is no assurance that the investment objective of the Scheme will be achieved.
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
11 Oct 2024
04 Dec 2020