CASPeR Ranking #42

Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

Very High Risk •Equity - ESG• Equity

NAV (Mon Oct 21 2024)

₹18

Returns (Since Inception)

9.00%

Category Average

12.59%

Rating

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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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

Minimum SIP

100

Risk Level

Very High Risk

AUM

₹733.74 Cr

ISIN

INF209KB1U43

Inception Date

Dec 24 2020

Standard Deviation

14.436

Beta

0.99

Sharpe Ratio

0.473

Benchmark

Nifty 100 ESG Total Return

Expense Ratio

2.400%

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

About the AMC

Aditya Birla Sun Life AMC Ltd

Phone Number

+91 22 43568000

Email Address

care.mutualfunds@adityabirlacapital.com

Corporate Office Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road

Overall AUM

₹733.74 Cr

Website

www.adityabirlasunlifemf.com

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Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

Allocation and Holdings

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Scheme Information

About the AMC

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