# ESG mutual funds compared

Source page: https://www.rudowealth.com/mutual-funds/category/esg-funds

ESG funds choose companies on environmental, social and governance criteria, with at least 80% of their assets in that theme. (SEBI categorisation of mutual fund schemes, 6 October 2017, as amended.)

All 11 esg funds, Direct plan, Growth option, NAV as of 2026-10-07. Every figure is worked out from each fund's own NAV.

Category averages: 3-year return +9.1% a year, 5-year return +7.5% a year (both annualised), volatility over 3 years 15.5%, expense ratio 1.20%.

| Rank | Fund | 1Y | 3Y (annualised) | 5Y (annualised) | Volatility 3Y | Worst fall 5Y | Expense ratio | Fund size |
|---|---|---|---|---|---|---|---|---|
| 1 | [Quant ESG Integration Strategy Fund - Growth Option - Direct Plan](https://www.rudowealth.com/mutual-funds/quant-esg-integration-strategy-fund-growth-option-direct-plan) | +20.9% | +17.8% | +17.5% | 20.5% | -25.1% | 1.87% | ₹337 Cr |
| 2 | [ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - Growth](https://www.rudowealth.com/mutual-funds/icici-prudential-esg-exclusionary-strategy-fund-direct-plan-growth) | -9.0% | +10.3% | +9.0% | 14.9% | -19.2% | 1.14% | ₹1,356 Cr |
| 3 | [SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth](https://www.rudowealth.com/mutual-funds/sbi-esg-exclusionary-strategy-fund-direct-plan-growth) | -5.5% | +7.6% | +7.1% | 14.9% | -19.5% | 1.42% | ₹5,356 Cr |
| 4 | [Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option](https://www.rudowealth.com/mutual-funds/kotak-esg-exclusionary-strategy-fund-direct-plan-growth-option) | -7.4% | +7.5% | +6.5% | 14.2% | -21.9% | 1.16% | ₹741 Cr |
| 5 | [Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth](https://www.rudowealth.com/mutual-funds/aditya-birla-sun-life-esg-integration-strategy-fund-direct-plan-growth) | -2.9% | +9.8% | +6.1% | 15.2% | -26.2% | 1.42% | ₹580 Cr |
| 6 | [Invesco India ESG Integration Strategy Fund - Direct Plan - Growth](https://www.rudowealth.com/mutual-funds/invesco-india-esg-integration-strategy-fund-direct-plan-growth) | -3.6% | +8.1% | +5.9% | 15.8% | -22.8% | 1.29% | ₹395 Cr |
| 7 | [Quantum ESG Best in Class Strategy Fund - Direct Plan - Growth Option](https://www.rudowealth.com/mutual-funds/quantum-esg-best-in-class-strategy-fund-direct-plan-growth-option) | -7.2% | +6.7% | +5.9% | 15.8% | -19.8% | 0.83% | ₹96 Cr |
| 8 | [Axis ESG Integration Strategy Fund - Direct Plan - Growth Option](https://www.rudowealth.com/mutual-funds/axis-esg-integration-strategy-fund-direct-plan-growth-option) | -4.8% | +8.0% | +5.0% | 13.9% | -24.3% | 1.79% | ₹1,073 Cr |
| 9 | [Mirae Asset NIFTY 100 ESG Sector Leaders Fund of Fund Direct Growth](https://www.rudowealth.com/mutual-funds/mirae-asset-nifty-100-esg-sector-leaders-fund-of-fund-direct-growth) | -9.7% | +5.9% | +4.9% | 14.2% | -17.9% | 0.09% | ₹81 Cr |
| 10 | [WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth](https://www.rudowealth.com/mutual-funds/whiteoak-capital-esg-best-in-class-strategy-fund-direct-plan-growth) | -7.2% | N/A | N/A | N/A | N/A | 0.99% | ₹52 Cr |
| 11 | [Baroda BNP Paribas Best-in-Class Strategy Fund - Direct - Growth Option](https://www.rudowealth.com/mutual-funds/baroda-bnp-paribas-best-in-class-strategy-fund-direct-growth-option) | N/A | N/A | N/A | N/A | N/A | 1.21% | ₹618 Cr |

Ordered by 5-year annualised return, highest first; funds younger than 5 years follow by 3-year, then 1-year return. Volatility is the annualised standard deviation of monthly returns. Worst fall is the largest drop from a peak in the last 5 years. We do not label any fund as the best.

Investing from the UAE: NRIs can generally invest once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept residents of the United States or Canada. The UAE does not levy personal income tax, and the India UAE tax treaty may affect how gains are treated, so confirm your own position with a tax adviser.

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RuDo Wealth is a fee-only cross-border advisory operating through two separate companies. India: RuDo Wealth Investment Advisory, SEBI Registered Investment Adviser, registration INA000019503. UAE: RuDo Digital Wealth, FSRA Financial Services Permission 220155, Category 3C (Retail), ADGM. The entity permitted to serve you depends on your country of residence.

General information, not a recommendation to buy or sell any fund. Past performance does not indicate future returns.