Category: Equity: Thematic-ESG |
Launch Date: 18-03-2021 |
Asset Class: Equity |
Benchmark: NIFTY 100 ESG TRI |
TER: 2.4% As on (29-02-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 540.93 Cr As on (29-02-2024) |
Turn over: 52% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Invesco India ESG Equity Fund - Growth | 18-03-2021 | 33.3 | 9.61 | 14.66 | - | - |
Quant ESG Equity Fund - Growth Option - Regular Plan | 05-11-2020 | 53.03 | 24.42 | 32.49 | - | - |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | 40.78 | 18.42 | 16.48 | - | - |
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 01-02-2020 | 35.32 | 12.04 | 12.45 | - | - |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 34.53 | 11.77 | 13.3 | - | - |
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 05-07-2019 | 33.95 | 14.94 | 14.28 | - | - |
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth | 01-11-2006 | 31.68 | 12.89 | 15.22 | 14.64 | 14.46 |
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 29.63 | 7.79 | 11.93 | - | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
13.05%
Others
0.07%
Large Cap
70.35%
Mid Cap
16.53%