• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life ESG Fund (Growth)

Formerly Aditya Birla Sun Life ESG Reg Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life ESG Fund (Growth)

EquitySectoral / Thematic - Esg

12.41

NAV (Jun 08)

9.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.41

NAV (Jun 8)

Fund Returns

Last 1Y
12.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.2%
6 Month CAGR
0.6%

Scheme Information

Investment Objective

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.

Expense Ratio
2.31
Launched (3y ago)
Dec 24, 2020
AUM in Crores
800.499
ISIN
INF209KB1U43
Lock-in
No Lock-in
Benchmark
Nifty 100 ESG TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Dhaval Joshi

Fund Manager

Satyabrata Mohanty

Fund Manager

Dhaval Gala

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life ESG Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2023-06-08

Top Stock Holdings

icici bank ltd

8.2%
8.2%

hdfc bank ltd

7.4%
7.4%

ltimindtree ltd

6.1%
6.1%

infosys ltd

5.8%
5.8%

state bank of india

5.5%
5.5%
See all holdings

Allocation by Sector

financial services

32.2%
32.2%

consumer cyclical

20.1%
20.1%

technology

17.1%
17.1%

industrials

13.4%
13.4%

consumer defensive

4.7%
4.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 15,218 cr

₹ 8,589 cr

₹ 10,512 cr

₹ 9,279 cr

₹ 8,072 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 305,300 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,338 debt and 16 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

3.8%

5.2%

7.4%

5%

6.8%

5.2%

7.3%

5%

7.1%

Aditya Birla Sun Life ESG Fund (G) Review

Aditya Birla Sun Life ESG Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 9.2% over a period of 2 years. The fund was previously known as Aditya Birla Sun Life ESG Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Gala, Dhaval Joshi, Satyabrata Mohanty.

Nav of Aditya Birla Sun Life ESG Fund (G) as of 6/8/2023 is ₹12.41 with the total AUM as of 6/9/2023 is ₹800.499. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life ESG Fund (G) was launched on Dec 24, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life ESG 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 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 TR INR.

Aditya Birla Sun Life ESG Fund (G) is rated as a 0 fund in Equity and delivered 12.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life ESG Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life ESG Fund (G)?

Aditya Birla Sun Life ESG Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life ESG Fund (G)?

You can invest in Aditya Birla Sun Life ESG 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 Fund (G)?

The minimum sip amount for Aditya Birla Sun Life ESG Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life ESG Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life ESG Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life ESG Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life ESG Fund (G)?

The expense ratio of the Aditya Birla Sun Life ESG Fund (G) is 2.31% for regular plan.