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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 | 2.23 | 2.44 |
NAV | ₹20.07 | ₹29.94 |
Fund Started | 22 Jan 2020 | 15 Oct 2020 |
Fund Size | ₹1249.20 Cr | ₹288.45 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
2.23
2.44
NAV
₹20.07
₹29.94
Fund Started
22 Jan 2020
15 Oct 2020
Fund Size
₹1249.20 Cr
₹288.45 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 | 7.85% | -3.04% |
3 Year | 9.96% | 17.04% |
5 Year | - | - |
1 Year
7.85%
-3.04%
3 Year
9.96%
17.04%
5 Year
-
-
Holding Analysis
Equity | 92.31% | 99.48% |
Cash | 4.41% | 0.52% |
Equity
92.31%
99.48%
Cash
4.41%
0.52%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.26% |
Infosys Ltd. | 6.40% |
ICICI Bank Ltd. | 6.32% |
Bharti Airtel Ltd. | 4.91% |
Zomato Ltd. | 3.94% |
Mahindra & Mahindra Ltd. | 3.72% |
Bajaj Finance Ltd. | 3.26% |
Tata Consultancy Services Ltd. | 3.14% |
HCL Technologies Ltd. | 2.93% |
Interglobe Aviation Ltd. | 2.80% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 10.13% |
HDFC Life Insurance Co Ltd. | 9.04% |
Zydus Wellness Ltd. | 7.38% |
Life Insurance Corporation of India | 7.33% |
Britannia Industries Ltd. | 7.20% |
Aditya Birla Fashion and Retail Ltd. | 7.11% |
Pfizer Ltd. | 7.00% |
JIO Financial Services Ltd. | 6.89% |
Nestle India Ltd. | 6.34% |
Marico Ltd. | 5.58% |
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
