Formerly Aditya BSL ESG Reg Gr
₹ 14.93
NAV (Apr 24)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 14.93
NAV (Apr 24)
Last 1Y | 29.5% |
Last 3Y | 13.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12.8% |
6 Month CAGR | 14.8% |
The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy.
Expense Ratio | 2.43 |
Launched (4y ago) | Dec 24, 2020 |
AUM in Crores | 676.729 |
ISIN | INF209KB1U43 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.5 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.463 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life ESG Integration Strategy Fund (Growth) | 10,26,205 | 2,93,593 | 13.6% | |
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
8.2%icici bank ltd
7.4%hdfc bank ltd
4.5%ltimindtree ltd
4.2%abb india ltd
4.2%financial services
28.7%technology
23.5%consumer cyclical
20.5%industrials
14.8%consumer defensive
3.2%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life ESG Integration Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 12.8% over a period of 3 years. The fund was previously known as Aditya BSL ESG Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Gala, Dhaval Joshi.
Nav of Aditya Birla Sun Life ESG Integration Strategy Fund (G) as of 4/24/2024 is ₹14.93 with the total AUM as of 4/25/2024 is ₹676.729. 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 Dec 24, 2020. The category risk of the fund is Very High Risk.
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 TR INR.
Aditya Birla Sun Life ESG Integration Strategy Fund (G) is rated as a 0 fund in Equity and delivered 29.5% 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 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.
Is Aditya Birla Sun Life ESG Integration Strategy Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life ESG Integration Strategy Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life ESG Integration Strategy 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 Integration Strategy Fund (G)?
The expense ratio of the Aditya Birla Sun Life ESG Integration Strategy Fund (G) is 2.43% for regular plan.