Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.53 | -0.65 | 7.69 |
| 6M | -6.77 | 0.32 | 101.81 |
| 1Y | -2.99 | 2.86 | 192.52 |
| 3Y | 11.48 | 10.93 | 336.97 |
Aditya Birla Sun Life ESG Integration Strategy Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹559 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.42. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak ESG Exclusionary Strategy Fund Growth | 0 | 739.05 CR | 2.39 |
| HDFC Business Cycle Fund Growth | 3 | 2577.25 CR | 1.98 |
| Aditya Birla Sun Life ESG Integration Strategy Fund Growth | 0 | 558.64 CR | 2.42 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak ESG Exclusionary Strategy Fund Growth | -4.1699 | 31.8308 |
| This FundHDFC Business Cycle Fund Growth | -0.772 | 34.6038 |
| This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth | -2.9859 | 38.5358 |
| This FundHDFC Defence Fund Growth | 10.9421 | 175.8586 |
| This FundNippon India Taiwan Equity Fund Growth | 188.538 | 319.2154 |