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Compare Aditya Birla Sun Life ESG Integration Strategy Fund vs Quant ESG Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | - |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 2.41 | 1.77 |
NAV | ₹17.11 | ₹31.36 |
Fund Started | 04 Dec 2020 | 15 Oct 2020 |
Fund Size | ₹663.07 Cr | ₹298.44 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 15 days. |
Risk
Very High
Very High
Rating
0.0
-
Min SIP Amount
₹100
₹1000
Expense Ratio
2.41
1.77
NAV
₹17.11
₹31.36
Fund Started
04 Dec 2020
15 Oct 2020
Fund Size
₹663.07 Cr
₹298.44 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 15 days.
Returns
1 Year | 16.87% | 2.46% |
3 Year | 9.52% | 17.55% |
5 Year | - | - |
1 Year
16.87%
2.46%
3 Year
9.52%
17.55%
5 Year
-
-
Holding Analysis
Equity | 99.21% | 96.70% |
Cash | 0.79% | 3.30% |
Equity
99.21%
96.70%
Cash
0.79%
3.30%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Infosys Ltd. | 9.40% |
ICICI Bank Ltd. | 8.83% |
HDFC Bank Ltd. | 4.51% |
Coforge Ltd. | 4.10% |
Kotak Mahindra Bank Ltd. | 3.81% |
LTIMindtree Ltd. | 3.71% |
Tata Consultancy Services Ltd. | 3.46% |
Bharti Airtel Ltd. | 3.24% |
Titan Company Ltd. | 2.80% |
V-Mart Retail Ltd. | 2.74% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.41% |
HDFC Life Insurance Co Ltd. | 8.45% |
JIO Financial Services Ltd. | 8.24% |
Pfizer Ltd. | 7.88% |
Zydus Wellness Ltd. | 7.66% |
Life Insurance Corporation of India | 7.47% |
Aditya Birla Fashion and Retail Ltd. | 7.03% |
Britannia Industries Ltd. | 6.46% |
Nestle India Ltd. | 5.74% |
Marico Ltd. | 5.14% |
Fund Manager
Name | Dhaval Joshi | Ankit A Pande |
Start Date | 21 Nov 2022 | 22 Aug 2023 |
Name
Dhaval Joshi
Ankit A Pande
Start Date
21 Nov 2022
22 Aug 2023
About Fund
Description | 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. | The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. |
Launch Date | 04 Dec 2020 | 15 Oct 2020 |
Description
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.
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Launch Date
04 Dec 2020
15 Oct 2020
