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Aditya Birla Sun Life ESG Integration Strategy Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life ESG Integration Strategy Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹564 Cr

Lock In Period

N/A

Expense Ratio

2.43

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.

Benchmark

Nifty 100 ESG Total Return Index

Aditya Birla Sun Life ESG Integration Strategy Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.42-0.039.86
6M-0.612.2759.72
1Y1.194.27141.95
3Y11.0112.70256.13

Portfolio Analysis

  • Equity: 99.31%
  • Debt: 0.66%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited9.02%
2. HDFC Bank Limited4.77%
3. Axis Bank Limited3.92%
4. Kotak Mahindra Bank Limited3.83%
5. AU Small Finance Bank Limited2.39%
6. RBL Bank Limited1.48%
7. IndusInd Bank Limited1.15%

1. Infosys Limited2.81%
2. Tata Consultancy Services Limited1.58%
3. LTIMindtree Limited1.44%
4. Coforge Limited1.17%
5. Tech Mahindra Limited0.89%
6. HCL Technologies Limited0.88%

1. Bajaj Finance Limited2.61%
2. Shriram Finance Ltd2.25%
3. Mas Financial Services Limited0.75%

1. Mankind Pharma Ltd1.35%
2. Torrent Pharmaceuticals Limited1.31%
3. Sun Pharmaceutical Industries Limited0.96%
4. Lupin Limited0.86%
5. Cipla Limited0.70%

1. TVS Motor Company Limited2.77%
2. Hero MotoCorp Limited1.37%

1. Bharti Airtel Limited4.09%

1. V-Mart Retail Limited2.29%
2. Avenue Supermarts Limited1.67%

1. State Bank of India3.11%

1. Hindustan Unilever Limited2.01%
2. Godrej Consumer Products Limited0.90%

1. Hindalco Industries Limited2.54%

1. Sona BLW Precision Forgings Limited2.44%

1. JK Cement Limited1.84%
2. Dalmia Bharat Limited0.60%

1. Apollo Hospitals Enterprise Limited2.33%

1. Mahindra & Mahindra Limited2.23%

1. Samvardhana Motherson International Limited2.15%

1. Eternal Limited2.11%
2. MEESHO LTD0.02%

1. ICICI Prudential Mutual Fund1.92%

1. Varun Beverages Limited1.80%

1. ICICI Lombard General Insurance Company Limited1.68%

1. Titan Company Limited1.56%

1. Voltas Limited1.13%
2. Whirlpool of India Limited0.34%

1. Indus Towers Limited1.39%

1. Aditya Birla Lifestyle Brands Ltd1.38%

1. Tata Consumer Products Limited1.37%

1. Page Industries Limited1.10%

1. Britannia Industries Limited1.10%

1. Schaeffler India Limited1.08%

1. PNB Housing Finance Limited1.07%

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 Equity - Sector Fundscheme with Assets Under Management of ₹564 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 NameRatingsAUMExpense Ratio
ITI Banking and Financial Services Fund Growth1381 CR3.05
HDFC Business Cycle Fund Growth32,703 CR2.17
Aditya Birla Sun Life ESG Integration Strategy Fund Growth0563 CR2.43
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundITI Banking and Financial Services Fund Growth6.577434.023
This FundHDFC Business Cycle Fund Growth1.190634.7215
This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth1.188536.8018
This FundHDFC Defence Fund Growth24.9043170.0193
This FundNippon India Taiwan Equity Fund Growth138.6608241.6885

Aditya Birla Sun Life ESG Integration Strategy Fund Growth 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 2.43. 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 : 1.42%
  • 6 Months : -0.61%
  • 1 Year : 1.19%
  • 3 Years : 11.01%
Returns of Aditya Birla Sun Life ESG Integration Strategy Fund Growth are updated daily based on NAV of ₹ 17.87 as on Jul 28,2026. Since inception, the return has been 36.80%.

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 ₹564 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.