ALL YOU WANTED TO KNOW ABOUT ESG FUNDS AND TOP 5 ESG FUNDS

What is ESG?

ESG has 3 factors namely Environmental, Social Responsibility and Corporate Governance.

Why ESG?

Global Warming, Climate Change, Melting Glaciers, Emission of harmful gases led to the evolution of responsible investing. Companies are now ranked on ESG score

Start of the ESG Theme

ESG or socially responsible investing began in 1960’s in US but ESG was developed in 2004.

Size of ESG Theme

Globally approx 25% or USD 40 trillion of assets have some kind of ESG theme in their investment process.

Top 5 ESG Funds in India

SBI Magnum Equity ESG Fund

AUM (in Rs crs) | 4,509 No. of stocks in  portfolio | 40 1 Year Returns | 5.67% 3 Year Returns | 17.11% 5 Year Returns | 12.44%

Axis ESG Equity Fund

AUM (in Rs crs) | 1,806 No. of stocks in  portfolio | 48 1 Year Returns | -5.62% 3 Year Returns | NA 5 Year Returns | NA

Kotak ESG Opportunities Fund

AUM (in Rs crs) | 1,452 No. of stocks in  portfolio | 42 1 Year Returns | -3.00% 3 Year Returns | NA 5 Year Returns | NA

ICICI Prudential ESG Fund

AUM (in Rs crs) | 1,412 No. of stocks in  portfolio | 49 1 Year Returns | -1.72% 3 Year Returns | NA 5 Year Returns | NA

Aditya Birla Sun Life ESG Fund

AUM (in Rs crs) | 1,004 No. of stocks in  portfolio | 40 1 Year Returns | -1.62% 3 Year Returns | NA 5 Year Returns | NA

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