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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹600 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 ₹17.79 NAV as of Mar 02,2026 and returns since inception of 53.49%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life ESG Integration Strategy Fund Growth AUM is ₹600 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 -1.11% returns, against a category average of 0.76% and a category best of 18.53%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.110.7618.53
6M1.48-0.2151.71
1Y14.1111.79102.80
3Y15.3510.91212.12

Portfolio Analysis

  • Equity: 99.37%
  • Debt: 0.61%
  • Others
As on: 2026-01-31
View allocation % by

1. ICICI Bank Limited8.35%
2. HDFC Bank Limited5.22%
3. Axis Bank Limited3.75%
4. Kotak Mahindra Bank Limited3.74%
5. AU Small Finance Bank Limited2.13%
6. RBL Bank Limited1.12%
7. IndusInd Bank Limited1.04%

1. Infosys Limited4.66%
2. Tata Consultancy Services Limited2.60%
3. LTIMindtree Limited2.29%
4. HCL Technologies Limited1.58%
5. Coforge Limited1.24%
6. Tech Mahindra Limited1.04%

1. Bajaj Finance Limited2.27%
2. Shriram Finance Ltd2.07%
3. Mas Financial Services Limited0.74%

1. Cipla Limited1.16%
2. Sun Pharmaceutical Industries Limited1.07%
3. Mankind Pharma Ltd1.06%
4. Torrent Pharmaceuticals Limited1.06%
5. Lupin Limited0.72%

1. TVS Motor Company Limited2.76%
2. Hero MotoCorp Limited2.00%

1. Bharti Airtel Limited4.44%

1. Hindustan Unilever Limited2.12%
2. Godrej Consumer Products Limited0.96%

1. State Bank of India3.07%

1. V-Mart Retail Limited1.74%
2. Avenue Supermarts Limited1.32%

1. JK Cement Limited1.76%
2. Dalmia Bharat Limited0.69%

1. Hindalco Industries Limited2.40%

1. Mahindra & Mahindra Limited2.34%

1. Eternal Limited2.05%
2. MEESHO LTD0.02%

1. ICICI Lombard General Insurance Company Limited1.97%

1. Sona BLW Precision Forgings Limited1.83%

1. ICICI Prudential Mutual Fund1.82%

1. Apollo Hospitals Enterprise Limited1.75%

1. Varun Beverages Limited1.57%

1. Samvardhana Motherson International Limited1.54%

1. Indus Towers Limited1.48%

1. Voltas Limited1.11%
2. Whirlpool of India Limited0.31%

1. Tata Consumer Products Limited1.36%

1. Titan Company Limited1.32%

1. Aditya Birla Lifestyle Brands Ltd1.24%

1. Britannia Industries Limited1.17%

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 ₹600 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 FundTata Housing Opportunities Fund Growth0494.24 CR2.39
This FundKotak ESG Exclusionary Strategy Fund Growth0822.94 CR2.3
This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth0600.47 CR2.47
This FundICICI Prudential PSU Equity Fund Growth01924.01 CR2.09
This FundNippon India Taiwan Equity Fund Growth3448.04 CR2.43
Fund Name1Y3Y
This FundTata Housing Opportunities Fund Growth14.080246.4985
This FundKotak ESG Exclusionary Strategy Fund Growth14.872349.1015
This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth14.111653.4944
This FundICICI Prudential PSU Equity Fund Growth29.1357116.9231
This FundNippon India Taiwan Equity Fund Growth99.9761199.4159

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 : -1.11%
  • 6 Months : 1.48%
  • 1 Year : 14.11%
  • 3 Years : 15.35%
Returns of Aditya Birla Sun Life ESG Integration Strategy Fund Growth are updated daily based on NAV of ₹ 17.79 as on Mar 02,2026. Since inception, the return has been 53.49%.

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 ₹600 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