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EquityEquity - ESG

Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

3Y Annualised

8.56%

-0.57% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

-5.59%

-0.57% 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

8 years 5 months

NIFTY 50

6 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹577.14 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

Fund Managers

SM
Satyabrata MohantyFund Manager Since 24 Dec 2020
VB
Vinod BhatFund Manager Since 24 Dec 2020

About Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

Aditya Birla Sun Life ESG Integration Strategy Fund Regular 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 Regular Growth has ₹577.14 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth as of Thu Mar 13 2025 is ₹15.61. The fund has an expense ratio of 2.41%, which is medium comparable to most other Equity funds.

Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth returns for the last 1 year are 6.08%. Since launch, it has delivered 11.30% average annual returns.

The Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth has the majority of its money invested in Financial Services, Technology, Communication Services, Consumer Cyclical sectors.

Top 5 Holdings of Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth.

  1. ICICI Bank Ltd: 9.53%
  2. Infosys Ltd: 7.60%
  3. HDFC Bank Ltd: 5.06%
  4. Kotak Mahindra Bank Ltd: 4.66%
  5. Bharti Airtel Ltd: 3.68%

AMC Information

NameAditya Birla Sun Life AMC Ltd
Founding Date2020-12-24
Emailcare.mutualfunds@adityabirlacapital.com
Phone+91 22 43568000
Websitewww.adityabirlasunlifemf.com
AddressAditya 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 Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Aditya Birla Sun Life AMC Ltd

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Estimated Returns in 3 Years

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Total Amount

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₹1,000+ cr

AUM

1+ Lac

Investors

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