₹ 17.68
NAV (Nov 08)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.68
NAV (Nov 8)
Last 1Y | 33.7% |
Last 3Y | 7.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 15.8% |
6 Month CAGR | 19.5% |
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
Expense Ratio | 2.4% |
Launched 3Y ago | 2020-12-24 |
AUM in Crores | 679 |
ISIN | INF209KB1U43 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.4 |
Beta | 1 |
Sharpe Ratio | 0.5 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life ESG Integration Strategy Fund (G) | 8,84,011 | 1,51,399 | 7.8% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
Infosys Ltd.
9.89%ICICI Bank Ltd.
7.98%HDFC Bank Ltd.
4.85%LTIMindtree Ltd.
3.76%Kotak Mahindra Bank Ltd.
3.68%Financial
26.96%Technology
22.03%Automobile
10.28%Consumer Discretionary
8.52%Services
7.59%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
Aditya Birla Sun Life Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.4% | 7.4% | ||
5.4% | 5.3% | ||
6.5% | 7.4% | ||
6.5% | 7.9% | ||
5.9% | 7.2% |
Aditya Birla Sun Life ESG Integration Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 15.84% over 3 years. The fund has grown over a period of 3 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Gala, Dhaval Joshi.
Nav of Aditya Birla Sun Life ESG Integration Strategy Fund (G) as of 11/8/2024 is ₹17.68 with the total AUM as of 11/11/2024 is ₹678.99. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life ESG Integration Strategy Fund (G) was launched on 2020-12-24. The category risk of the fund is Very High.
The minimum SIP amount for Aditya Birla Sun Life ESG Integration Strategy Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life ESG Integration Strategy Fund (G) 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 Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life ESG Integration Strategy Fund (G).
What is Aditya Birla Sun Life ESG Integration Strategy Fund (G)?
How to invest in Aditya Birla Sun Life ESG Integration Strategy Fund (G)?
You can invest in Aditya Birla Sun Life ESG Integration Strategy Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life ESG Integration Strategy Fund (G)?
The minimum sip amount for Aditya Birla Sun Life ESG Integration Strategy Fund (G) is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the Aditya Birla Sun Life ESG Integration Strategy Fund (G)?
The expense ratio of the Aditya Birla Sun Life ESG Integration Strategy Fund (G) is 2.4% for regular plan.
What is the NAV of Aditya Birla Sun Life ESG Integration Strategy Fund (G)?
Today's Aditya Birla Sun Life ESG Integration Strategy Fund (G) NAV is ₹17.68.