Category: Equity: Thematic-ESG |
Launch Date: 01-01-1991 |
Asset Class: Equity |
Benchmark: NIFTY 100 ESG TRI |
TER: 1.93% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 5,555.82 Cr As on 30-04-2025(Source:AMFI) |
Turn over: 30% | Exit Load: For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The objective of the scheme is to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy. \r\nHowever, there is no assurance that the investment objective of the scheme will be achieved.
Standard Deviation | 12.36 |
Sharpe Ratio | 0.78 |
Alpha | 0.06 |
Beta | 0.92 |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
3.45%
Others
3.94%
Large Cap
78.8%
Mid Cap
13.81%