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Compare Axis ESG Integration Strategy Fund vs ICICI Prudential ESG Exclusionary Strategy 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 | ₹100 |
Expense Ratio | 2.22 | 2.15 |
NAV | ₹21.54 | ₹21.71 |
Fund Started | 22 Jan 2020 | 21 Sep 2020 |
Fund Size | ₹1334.37 Cr | ₹1528.70 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed within 12 months. |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.22
2.15
NAV
₹21.54
₹21.71
Fund Started
22 Jan 2020
21 Sep 2020
Fund Size
₹1334.37 Cr
₹1528.70 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 12 months.
Returns
1 Year | 19.40% | 22.93% |
3 Year | 8.52% | 15.90% |
5 Year | - | - |
1 Year
19.40%
22.93%
3 Year
8.52%
15.90%
5 Year
-
-
Holding Analysis
Equity | 93.07% | 97.17% |
Cash | 0.94% | 2.83% |
Equity
93.07%
97.17%
Cash
0.94%
2.83%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.37% |
Infosys Ltd. | 6.47% |
ICICI Bank Ltd. | 6.14% |
Zomato Ltd. | 4.68% |
Bharti Airtel Ltd. | 4.60% |
Mahindra & Mahindra Ltd. | 3.45% |
Tata Consultancy Services Ltd. | 3.06% |
HCL Technologies Ltd. | 2.94% |
Interglobe Aviation Ltd. | 2.65% |
Trent Ltd. | 2.60% |
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 7.93% |
HDFC Bank Ltd. | 7.69% |
Bharti Airtel Ltd. | 7.49% |
ICICI Bank Ltd. | 7.43% |
Inox Wind Ltd. | 4.27% |
Maruti Suzuki India Ltd. | 4.14% |
Infosys Ltd. | 4.06% |
TVS Motor Company Ltd. | 3.34% |
Salesforce Com. | 3.19% |
HCL Technologies Ltd. | 2.86% |
Fund Manager
Name | Jinesh Gopani | Mittul Kalawadia |
Start Date | 21 Feb 2022 | 01 Mar 2022 |
Name
Jinesh Gopani
Mittul Kalawadia
Start Date
21 Feb 2022
01 Mar 2022
About Fund
Description | 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 using an ESG-Integration approach. | The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies identified based on the Environmental, Social and Governance (ESG) theme following Exclusion Strategy. |
Launch Date | 22 Jan 2020 | 21 Sep 2020 |
Description
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 using an ESG-Integration approach.
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies identified based on the Environmental, Social and Governance (ESG) theme following Exclusion Strategy.
Launch Date
22 Jan 2020
21 Sep 2020
