- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life ESG Integration Strategy Fund (G)
Aditya Birla Sun Life ESG Integration Strategy Fund (G)
₹ 16.94
NAV (May 02)
Scheme Information
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 | 2.46 % |
Launched 4Y ago | 2020-12-24 |
AUM in Crores | 605.1 |
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 | 15.2 |
Beta | 1 |
Sharpe Ratio | 0.2 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
9.89%ICICI Bank Ltd.
7.98%HDFC Bank Ltd.
4.85%LTIMindtree Ltd.
3.76%Kotak Mahindra Bank Ltd.
3.68%
Allocation by Sector
Financial
32.84%Technology
18.68%Automobile
8.66%Services
8.26%Consumer Discretionary
5.49%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
Aditya Birla Sun Life ESG Integration Strategy Fund (G) Review
Aditya Birla Sun Life ESG Integration Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 12.86% over 4 years. The fund has grown over a period of 4 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Chanchal Khandelwal, Dhaval Gala, Dhaval Joshi.
Nav of Aditya Birla Sun Life ESG Integration Strategy Fund (G) as of 5/2/2025 is ₹16.94 with the total AUM as of 5/4/2025 is ₹605.05. 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).