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Compare Axis ESG Integration Strategy Fund vs Quantum ESG Best In Class Strategy 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 | ₹500 |
Expense Ratio | 2.22 | 2.1 |
NAV | ₹21.64 | ₹24.23 |
Fund Started | 22 Jan 2020 | 21 Jun 2019 |
Fund Size | ₹1334.37 Cr | ₹90.15 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.22
2.1
NAV
₹21.64
₹24.23
Fund Started
22 Jan 2020
21 Jun 2019
Fund Size
₹1334.37 Cr
₹90.15 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | 19.49% | 19.65% |
3 Year | 9.50% | 13.17% |
5 Year | - | 18.16% |
1 Year
19.49%
19.65%
3 Year
9.50%
13.17%
5 Year
-
18.16%
Holding Analysis
Equity | 93.07% | 93.43% |
Cash | 0.94% | 6.57% |
Equity
93.07%
93.43%
Cash
0.94%
6.57%
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 |
|---|---|
The Indian Hotels Company Ltd. | 5.12% |
TVS Motor Company Ltd. | 4.94% |
HDFC Bank Ltd. | 3.90% |
Persistent Systems Ltd. | 3.06% |
Infosys Ltd. | 2.73% |
Tata Consultancy Services Ltd. | 2.53% |
Tata Consumer Products Ltd. | 2.52% |
Tata Communications Ltd. | 2.52% |
ICICI Bank Ltd. | 2.45% |
ICICI Prudential Life Insurance Company Ltd. | 2.30% |
Fund Manager
Name | Jinesh Gopani | Sneha Joshi |
Start Date | 21 Feb 2022 | 21 Jun 2019 |
Name
Jinesh Gopani
Sneha Joshi
Start Date
21 Feb 2022
21 Jun 2019
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 achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy. |
Launch Date | 22 Jan 2020 | 21 Jun 2019 |
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 achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Launch Date
22 Jan 2020
21 Jun 2019
