- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A)
Formerly Aditya BSL ESG Reg IDCW-R
Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A)
₹ 14.69
NAV (Apr 16)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.69
NAV (Apr 16)
Fund Returns
Last 1Y | 25.8% |
Last 3Y | 12.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12.3% |
6 Month CAGR | 9.7% |
Scheme Information
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 | 2.39 |
Launched (4y ago) | Dec 24, 2020 |
AUM in Crores | 676.729 |
ISIN | INF209KB1U68 |
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) | 0.465 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) | 9,92,211 | 2,59,599 | 12.3% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
infosys ltd
8.2%icici bank ltd
7.4%hdfc bank ltd
4.5%ltimindtree ltd
4.2%abb india ltd
4.2%Allocation by Sector
financial services
28.7%technology
23.5%consumer cyclical
20.5%industrials
14.8%consumer defensive
3.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
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 Rnvstmnt (RIDCW-A) Review
Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 12.3% over a period of 3 years. The fund was previously known as Aditya BSL ESG Reg IDCW-R. 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 Rnvstmnt (RIDCW-A) as of 4/16/2024 is ₹14.69 with the total AUM as of 4/18/2024 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 Rnvstmnt (RIDCW-A) 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 Rnvstmnt (RIDCW-A) 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 Rnvstmnt (RIDCW-A) 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 Rnvstmnt (RIDCW-A) is rated as a 0 fund in Equity and delivered 25.8% 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 Rnvstmnt (RIDCW-A).
Frequently Asked Questions
What is Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A)?
How to invest in Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A)?
You can invest in Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) 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 Rnvstmnt (RIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) 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 Rnvstmnt (RIDCW-A)?
The expense ratio of the Aditya Birla Sun Life ESG Integration Strategy Fund Rnvstmnt (RIDCW-A) is 2.39% for regular plan.