Category: Equity: Thematic-ESG |
Launch Date: 05-12-2020 |
Asset Class: Equity |
Benchmark: NIFTY 100 ESG TRI |
TER: 2.19% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 984.25 Cr As on (31-03-2024) |
Turn over: 39.3% | 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 by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Standard Deviation | 13.08 |
Sharpe Ratio | 0.61 |
Alpha | -3.43 |
Beta | 0.95 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 32.62 | 14.84 | 13.87 | - | - |
Quant ESG Equity Fund - Growth Option - Regular Plan | 05-11-2020 | 51.44 | 22.57 | 31.87 | - | - |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | 42.13 | 21.91 | 17.62 | - | - |
Invesco India ESG Equity Fund - Growth | 18-03-2021 | 35.6 | 13.04 | 16.45 | - | - |
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 01-11-2006 | 31.67 | 16.07 | 16.79 | 15.09 | 14.43 |
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 01-02-2020 | 30.65 | 13.65 | 12.18 | - | - |
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 05-07-2019 | 29.23 | 14.31 | 13.98 | - | - |
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 28.69 | 10.03 | 13.25 | - | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
1.59%
Others
1.42%
Large Cap
75.66%
Mid Cap
21.33%
There are no scheme documents available