Not Reviewed yet
Track Record
1 Years.
Relative Size
857 Cr.
Category View
.
Consistency Of Performance
.
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Scheme Information
To generate long-term capital appreciation by investing in a diversified basket of companies following Environmental,Social and Governance (ESG) theme The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderately High Risk
0 %
Expense Ratio
Dec 24, 2020
Launched (1y ago)
₹ 857
AUM in Crores
INF209KB1U68
ISIN
No Lock-in
Lock-in
Nifty 100 ESG Total Return
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Ltd manages assets worth 259,898 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
6%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Aditya Birla Sun Life ESG Fund (DR-A) is a Other Other fund and has delivered an annualised return of 6.1% over a period of 1 years ..The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund manager’s name is Satyabrata Mohanty.
To generate long-term capital appreciation by investing in a diversified basket of companies following Environmental,Social and Governance (ESG) theme The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved However, there is no assurance that the objective of the scheme will be realized.
The Aditya Birla Sun Life ESG Fund (DR-A) fund was launched on Dec 24, 2020. The NAV (Net Asset Value) of this Other Other as of 2021-03-02 is ₹ 10.61. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 856.691. The category risk of the Aditya Birla Sun Life ESG Fund (DR-A) fund is Moderately High Risk. The fund charges 0.0 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 94.8% in this asset class. The top three holdings of the fund are hdfc bank ltd,infosys ltd and axis bank ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 ESG Total Return
Aditya Birla Sun Life ESG Fund (DR-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life ESG Fund (DR-A) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.