Equity · 15 schemes

Sectoral: ESG & Ethical Mutual Funds — Live NAV & Returns

There are 15 Sectoral: ESG & Ethical schemes (equity category) in Trustner’s fund research universe. Live AMFI NAV, 1-year return and AUM are listed below for every scheme — open any fund for its full return history, risk metrics and peer comparison.

Scheme	NAV (₹)	AUM	1Y Return	3Y CAGR	TER
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth SBI Mutual Fund	₹240.9893	₹5.3K Cr	+5.10%	+11.12%	1.89%
Tata Ethical Fund-Regular Plan - Growth Option Tata Mutual Fund	₹366.9229	₹3.7K Cr	-0.17%	+6.36%	2.02%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential Mutual Fund	₹21.59	₹1.3K Cr	-0.23%	+13.41%	2.20%
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option Axis Mutual Fund	₹21.17	₹1.1K Cr	+1.71%	+9.79%	2.65%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak Mahindra Mutual Fund	₹17.037	₹746 Cr	+3.11%	+10.65%	2.47%
Baroda BNP Paribas Best-in-Class Strategy Fund - Direct - Growth Option Baroda BNP Paribas Mutual Fund	₹10.7063	₹647 Cr	+0.00%	+0.00%	2.42%
Baroda BNP Paribas Best-in-Class Strategy Fund - Regular - Growth Option Baroda BNP Paribas Mutual Fund	₹10.6231	₹624 Cr	+0.00%	+0.00%	2.91%
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth Aditya Birla Sun Life Mutual Fund	₹18.21	₹564 Cr	+6.35%	+12.51%	2.43%
Taurus Ethical Fund - Regular Plan - Growth Taurus Mutual Fund	₹129.15	₹406 Cr	+5.56%	+11.82%	2.75%
Invesco India ESG Integration Strategy Fund - Regular Plan - Growth Invesco Mutual Fund	₹17.32	₹384 Cr	+1.44%	+10.51%	2.61%
quant ESG Integration Strategy Fund - Growth Option - Regular Plan quant Mutual Fund	₹38.8581	₹312 Cr	+22.36%	+16.79%	3.39%
Quantum Ethical Fund - Regular Plan Growth Option Quantum Mutual Fund	₹10.11	₹111 Cr	+3.46%	+0.00%	2.32%
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION Quantum Mutual Fund	₹23.66	₹92 Cr	+1.30%	+9.61%	2.28%
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth WhiteOak Capital Mutual Fund	₹10.284	₹54 Cr	+0.81%	+0.00%	2.67%
THE WEALTH COMPANY ETHICAL FUND REGULAR GROWTH The Wealth Company Mutual Fund	₹9.9014	₹39 Cr	+0.00%	+0.00%	2.77%

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

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Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.

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