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Compare Axis 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 | - | - |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 2.22 | 2.39 |
NAV | ₹21.29 | ₹32.55 |
Fund Started | 22 Jan 2020 | 15 Oct 2020 |
Fund Size | ₹1334.37 Cr | ₹312.26 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 15 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹1000
Expense Ratio
2.22
2.39
NAV
₹21.29
₹32.55
Fund Started
22 Jan 2020
15 Oct 2020
Fund Size
₹1334.37 Cr
₹312.26 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 15 days.
Returns
1 Year | 17.86% | 18.32% |
3 Year | 8.92% | 19.68% |
5 Year | - | - |
1 Year
17.86%
18.32%
3 Year
8.92%
19.68%
5 Year
-
-
Holding Analysis
Equity | 93.07% | 99.07% |
Cash | 0.94% | 0.92% |
Equity
93.07%
99.07%
Cash
0.94%
0.92%
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 |
|---|---|
Reliance Industries Ltd. | 9.26% |
JIO Financial Services Ltd. | 8.65% |
HDFC Life Insurance Co Ltd. | 8.61% |
Life Insurance Corporation of India | 7.89% |
Pfizer Ltd. | 7.57% |
Aditya Birla Fashion and Retail Ltd. | 7.53% |
Zydus Wellness Ltd. | 7.52% |
Britannia Industries Ltd. | 6.41% |
Nestle India Ltd. | 5.65% |
Marico Ltd. | 4.96% |
Fund Manager
Name | Jinesh Gopani | Ankit A Pande |
Start Date | 21 Feb 2022 | 22 Aug 2023 |
Name
Jinesh Gopani
Ankit A Pande
Start Date
21 Feb 2022
22 Aug 2023
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 portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. |
Launch Date | 22 Jan 2020 | 15 Oct 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 portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Launch Date
22 Jan 2020
15 Oct 2020
