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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹592 Cr

Lock In Period

N/A

Expense Ratio

2.47

Benchmark

Nifty 100 ESG Total Return Index

Exit Load

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.

Summary

Latest details for Aditya Birla Sun Life ESG Integration Strategy Fund Growth include a ₹15.98 NAV as of Mar 23,2026 and returns since inception of 40.92%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life ESG Integration Strategy Fund Growth AUM is ₹592 Cr, with a lock-in of N/A years, expense ratio of 2.47%, and benchmark Nifty 100 ESG Total Return Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -12.49% returns, against a category average of -1.63% and a category best of 20.84%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-12.49-1.6320.84
6M-10.530.7352.57
1Y-2.444.02138.43
3Y12.1111.13227.22

Portfolio Analysis

  • Equity: 99.34%
  • Debt: 0.61%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited8.61%
2. HDFC Bank Limited5.05%
3. Kotak Mahindra Bank Limited3.85%
4. Axis Bank Limited3.84%
5. AU Small Finance Bank Limited2.10%
6. RBL Bank Limited1.22%
7. IndusInd Bank Limited1.13%

1. Infosys Limited3.75%
2. Tata Consultancy Services Limited2.23%
3. LTIMindtree Limited1.73%
4. HCL Technologies Limited1.31%
5. Coforge Limited0.90%
6. Tech Mahindra Limited0.82%

1. Bajaj Finance Limited2.47%
2. Shriram Finance Ltd2.22%
3. Mas Financial Services Limited0.75%

1. TVS Motor Company Limited2.94%
2. Hero MotoCorp Limited2.09%

1. Sun Pharmaceutical Industries Limited1.18%
2. Torrent Pharmaceuticals Limited1.17%
3. Mankind Pharma Ltd1.14%
4. Lupin Limited0.78%
5. Cipla Limited0.61%

1. Bharti Airtel Limited4.29%

1. State Bank of India3.47%

1. Hindustan Unilever Limited2.11%
2. Godrej Consumer Products Limited1.03%

1. V-Mart Retail Limited1.55%
2. Avenue Supermarts Limited1.39%

1. JK Cement Limited1.82%
2. Dalmia Bharat Limited0.67%

1. Mahindra & Mahindra Limited2.35%

1. Hindalco Industries Limited2.34%

1. ICICI Lombard General Insurance Company Limited2.10%

1. Sona BLW Precision Forgings Limited2.00%

1. Apollo Hospitals Enterprise Limited2.00%

1. ICICI Prudential Mutual Fund1.94%

1. Eternal Limited1.87%
2. MEESHO LTD0.01%

1. Samvardhana Motherson International Limited1.84%

1. Voltas Limited1.32%
2. Whirlpool of India Limited0.37%

1. Indus Towers Limited1.54%

1. Varun Beverages Limited1.52%

1. Titan Company Limited1.46%

1. Tata Consumer Products Limited1.39%

1. Britannia Industries Limited1.22%

1. Aditya Birla Lifestyle Brands Ltd1.22%

1. Schaeffler India Limited1.07%

1. SBI Life Insurance Company Limited1.03%

About Fund

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 ₹592 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.47. Under the expert guidance of Chanchal Khandelwal ,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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak ESG Exclusionary Strategy Fund Growth0809.6 CR2.31
This FundITI Banking and Financial Services Fund Growth1375.94 CR2.34
This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth0592.39 CR2.47
This FundICICI Prudential PSU Equity Fund Growth02021.84 CR2.08
This FundNippon India Taiwan Equity Fund Growth3519.5 CR2.42
Fund Name1Y3Y
This FundKotak ESG Exclusionary Strategy Fund Growth-2.912836.3304
This FundITI Banking and Financial Services Fund Growth2.045839.7491
This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth-2.44240.9171
This FundICICI Prudential PSU Equity Fund Growth6.9538100.2915
This FundNippon India Taiwan Equity Fund Growth135.1208213.8925

FAQs

Aditya Birla Sun Life ESG Integration Strategy Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life ESG Integration Strategy Fund Growth is 2.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life ESG Integration Strategy Fund Growth’s fund performance is as follows:
  • 1 Month : -12.49%
  • 6 Months : -10.53%
  • 1 Year : -2.44%
  • 3 Years : 12.11%
Returns of Aditya Birla Sun Life ESG Integration Strategy Fund Growth are updated daily based on NAV of ₹ 15.98 as on Mar 23,2026. Since inception, the return has been 40.92%.

You can invest in Aditya Birla Sun Life ESG Integration Strategy Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life ESG Integration Strategy Fund Growth is ₹592 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life ESG Integration Strategy Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500