Aditya Birla Sun Life ESG Integration Strategy Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life ESG Integration Strategy Fund Growth Fund Overview
SIP ₹100 & Lump. ₹500
₹580 Cr
N/A
2.43
For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.
Nifty 100 ESG Total Return Index
Aditya Birla Sun Life ESG Integration Strategy Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.91 | -1.17 | 8.60 |
| 6M | 5.25 | 3.02 | 40.03 |
| 1Y | -2.85 | 3.91 | 121.55 |
| 3Y | 8.58 | 12.55 | 332.84 |
Portfolio Analysis
- Equity: 98.89%
- Debt: 1.13%
- Others
About Fund Aditya Birla Sun Life ESG Integration Strategy Fund Growth
Aditya Birla Sun Life ESG Integration Strategy Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹580 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.43. Under the expert guidance of Jonas Bhutta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Jonas Bhutta
Mr. Jonas Bhutta has done MBA. Mr. Jonas Bhutta has an experience of around 16 years in the field of Equity Research. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with PhillipCapital (India) Pvt. Ltd., Bank of America Merrill Lynch, Daiwa Securities Co. Ltd., Prabhudas Lilladher Pvt. Ltd. and HDFC Securities Limited.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Dividend Yield Fund Growth | 0 | 5,587 CR | 1.89 |
| ICICI Prudential Housing Opportunities Fund Growth | 1 | 2,728 CR | 2.05 |
| Aditya Birla Sun Life ESG Integration Strategy Fund Growth | 0 | 579 CR | 2.43 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Dividend Yield Fund Growth | -4.0817 | 27.2664 |
| This FundICICI Prudential Housing Opportunities Fund Growth | -5.2509 | 27.9748 |
| This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth | -2.8506 | 28.024 |
| This FundUTI Gold Exchange Traded Fund Growth | 25.5918 | 151.4874 |
| This FundNippon India Taiwan Equity Fund Growth | 118.5978 | 315.3149 |
Aditya Birla Sun Life ESG Integration Strategy Fund Growth FAQs
- 1 Month : -5.91%
- 6 Months : 5.25%
- 1 Year : -2.85%
- 3 Years : 8.58%
