Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Equity: Thematic-ESG
Status: Open Ended Schemes
Launch Date: 24-12-2020
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: NIFTY 100 ESG TRI
Total Assets: 652.99 As on (30-06-2025)
Expense Ratio: 2.43% As on (30-06-2025)
Turn over: 81.00% | Exit Load: For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment: Nil.
NAV as on 28-07-2025
17.52
-0.15
CAGR Since Inception
13.0%
NIFTY 100 ESG TRI 13.2%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 0.11 | 14.04 | - | - | 13.0 |
| NIFTY 100 ESG TRI | 1.78 | 15.39 | 18.96 | 13.47 | 13.2 |
| Equity: Thematic-ESG | -2.39 | 15.22 | 16.75 | 12.09 | 14.59 |
Funds Manager
Mr. Chanchal Khandelwal
RETURNS CALCULATORS for Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| ABSL ESG Integration Strategy Reg Gr | 24-12-2020 | 0.11 | 15.67 | 14.04 | 0.0 | 0.0 |
| ICICI Pru ESG Exclusionary Strategy Gr | 05-10-2020 | 4.14 | 21.06 | 20.62 | 0.0 | 0.0 |
| Axis ESG Integration Strategy Reg Gr | 01-02-2020 | -1.45 | 13.81 | 13.03 | 14.64 | 0.0 |
| SBI ESG Exclusionary Strategy Reg Gr | 01-11-2006 | -1.71 | 13.99 | 14.11 | 17.64 | 12.09 |
| Quantum ESG Best In Class Strategy Reg Gr | 05-07-2019 | -2.18 | 13.38 | 14.23 | 17.97 | 0.0 |
| Kotak ESG Exclusionary Strategy Reg Gr | 05-12-2020 | -2.31 | 14.35 | 14.41 | 0.0 | 0.0 |
| Invesco India ESG Equity Fund Gr | 18-03-2021 | -2.64 | 15.37 | 13.96 | 0.0 | 0.0 |
| quant ESG Integration Strategy Fund Gr Reg Plan | 05-11-2020 | -13.07 | 14.65 | 17.36 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 14.18 | 0.92 | 0.44 | 0.95 | - | - |
| Equity: Thematic-ESG | - | - | - | - | - | - |