INF209KB1U76

CASPeR Ranking #28

Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth

Very High Risk Equity - ESG Equity

NAV (Fri Oct 11 2024)

₹20

Returns (Since Inception)

11.95%

Category Average

13.86%

Rating

3

Allocation and Holdings

Asset class

Weightage

Technology

18.36%

Financial Services

18.24%

Communication Services

3.15%

Consumer Cyclical

2.98%

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Overall rating

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Scheme Information

Fund name

Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹699.93 Cr


ISIN

INF209KB1U76


Inception Date

Dec 24 2020


Standard Deviation

14.452


Beta

0.99


Sharpe Ratio

0.575


Benchmark

Nifty 100 ESG Total Return


Expense Ratio

1.320%


Exit Load

For redemption / switch-out of units on or before 30 days from the date of allotment: 1.00% of the applicable NAV.

Risk

Very High Risk

Investment Objective

The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy.

Fund Managers

Satyabrata Mohanty

Vinod Bhat

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