SM
Satyabrata MohantyFund Manager Since 24 Dec 2020
EquityEquity - ESG
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
3Y Annualised
13.59%
0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.73%
0.11% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 5 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹605.05 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0.01%
For redemption / switch-out of units on or before 30 days from the date of allotment: 1.00% of the applicable NAV.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Reinvestment of Income dis cumcptlwdrl
4.67%
2nd
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Payout of Income dis cum cptl wdrl
4.67%
3rd
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Growth
4.67%
4th
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Reinvestment of Income dis cumcptlwdrl
4.64%
5th
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Payout of Income dis cum cptl wdrl
4.64%
16th
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
3.73%
Fund Managers
VB
Vinod BhatFund Manager Since 24 Dec 2020
About Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 4 years, having been launched on 2020-12-24. Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth has ₹605.05 Cr worth of assets under management (AUM) as of Fri May 09 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth as of Mon May 05 2025 is ₹18.11. The fund has an expense ratio of 1.44%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth returns for the last 1 year are 14.58%. Since launch, it has delivered 14.56% average annual returns.
The Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth has the majority of its money invested in Financial Services, Technology, Communication Services, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth.
- ICICI Bank Ltd: 10.18%
- HDFC Bank Ltd: 5.09%
- Kotak Mahindra Bank Ltd: 5.08%
- Infosys Ltd: 4.67%
- Bharti Airtel Ltd: 3.88%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2020-12-24 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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expense ratio
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FAQs
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