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    • Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Formerly Aditya Birla Sun Life ESG Reg IDCW-P

    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    EquitySectoral / Thematic - Esg

    13.57

    NAV (Sep 23)

    35.7%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in sectoral / thematic - esg mutual funds.

    However, Scripbox does not recommend investing in sectoral / thematic - esg mutual funds.

    These funds invest in companies that rank high on their environmental & social impact and governance.

    It is based on the belief that this high ranking reflects in the stock performance of these companies over the long term.This strategy,however,limits the available universe of companies and the fund sizes are very small.On the other hand,other diversified funds can also invest in such companies and do.Investors are therefore better off investing in diversified funds rather than this category.

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    1,075 Cr. Medium within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Consistently poor. The historical performance of the fund has been consistently poor

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    • graph-icon-gray
      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    13.57

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    35.7%
    6 Month CAGR
    27.7%
    info-icon-blue

    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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.15
    Launched (1y ago)
    Dec 24, 2020
    AUM in Crores
    1074.346
    ISIN
    INF209KB1U50
    Lock-in
    No Lock-in
    Benchmark
    Nifty 100 ESG Total Return
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Satyabrata Mohanty

    Fund Manager

    user-avatar

    Vinod Bhat

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

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    • Inflation beating returns
      Inflation beating returns
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17.8%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 35.7% over a period of 0 years. The fund was previously known as Aditya Birla Sun Life ESG Reg IDCW-P . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Satyabrata Mohanty, Vinod Bhat

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Dec 24, 2020. The NAV (Net Asset Value) of this Sectoral / Thematic - Esg Equity fund as of 2021-09-23 is ₹13.57. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1074.346. The category risk of the Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.15 % as expense ratio.

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.6% in this asset class. The top three holdings of the fund are , infosys ltd , bajaj finance ltd , larsen & toubro infotech ltd , mindtree ltd , hdfc bank ltd , axis bank ltd , jk cement ltd , hcl technologies ltd , divi's laboratories ltd , metropolis healthcare ltd , tata consultancy services ltd , state bank of india , srf ltd , icici bank ltd , crompton greaves consumer electricals ltd , polycab india ltd , avenue supermarts ltd , housing development finance corp ltd , kotak mahindra bank ltd , endurance technologies ltd , abb india ltd , pvr ltd , clearing corporation of india limited , au small finance bank ltd , info edge (india) ltd , indian railway catering and tourism corp ltd , biocon ltd , kajaria ceramics ltd , birlasoft ltd , teamlease services ltd , bata india ltd , titan co ltd , tata motors ltd , wipro ltd , blue star ltd , oberoi realty ltd , whirlpool of india ltd , hindustan unilever ltd , zomato ltd , syngene international ltd , page industries ltd , petronet lng ltd , sbi cards and payment services ltd ordinary shares , sona blw precision forgings ltd , net receivables / (payables)

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    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.

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    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 Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life ESG Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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