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)

₹584 Cr

Lock In Period

N/A

Expense Ratio

2.42

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(%)
1M2.290.7215.55
6M0.382.9965.47
1Y2.815.56148.38
3Y12.2015.56303.80

Portfolio Analysis

  • Equity: 97.95%
  • Debt: 2.07%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.9.10%
2. HDFC Bank Ltd.4.32%
3. Axis Bank Ltd.3.46%
4. Kotak Mahindra Bank Ltd.3.17%
5. AU Small Finance Bank Ltd.1.94%
6. RBL Bank Ltd.1.45%
7. IndusInd Bank Ltd.1.21%

1. Infosys Ltd.2.80%
2. LTM Ltd.1.72%
3. Tata Consultancy Services Ltd.1.50%
4. Coforge Ltd.1.33%
5. HCL Technologies Ltd.1.07%
6. Tech Mahindra Ltd.1.01%

1. Bajaj Finance Ltd.2.87%
2. Shriram Finance Ltd.2.19%
3. Mas Financial Services Ltd.0.75%

1. Torrent Pharmaceuticals Ltd.1.40%
2. Mankind Pharma Ltd.1.27%
3. Sun Pharmaceutical Industries Ltd.0.99%
4. Lupin Ltd.0.83%
5. Cipla Ltd.0.68%

1. TVS Motor Company Ltd.3.33%
2. Hero MotoCorp Ltd.1.49%

1. Bharti Airtel Ltd.4.21%

1. V-Mart Retail Ltd.2.21%
2. Avenue Supermarts Ltd.1.44%

1. State Bank of India3.01%

1. Sona Blw Precision Forgings Ltd.2.92%

1. Hindustan Unilever Ltd.1.93%
2. Godrej Consumer Products Ltd.0.92%

1. Hindalco Industries Ltd.2.50%

1. JK Cement Ltd.1.78%
2. Dalmia Bharat Ltd.0.62%

1. Mahindra & Mahindra Ltd.2.39%

1. Eternal Ltd.2.33%
2. Meesho Ltd.0.02%

1. Apollo Hospitals Enterprise Ltd.2.32%

1. Samvardhana Motherson International Ltd.2.12%

1. ICICI Prudential Asset Management Company Ltd.1.74%

1. Titan Company Ltd.1.67%

1. Varun Beverages Ltd.1.52%

1. Indus Towers Ltd.1.34%

1. Tata Consumer Products Ltd.1.34%

1. ICICI Lombard General Insurance Company Ltd.1.33%

1. Aditya Birla Lifestyle Brands Ltd.1.31%

1. Voltas Ltd.1.14%

1. Britannia Industries Ltd.1.11%

1. PNB Housing Finance Ltd.1.05%

1. Page Industries Ltd.1.04%

1. Schaeffler India Ltd.1.01%
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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 ₹584 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.

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
HDFC Business Cycle Fund Growth32,738 CR2.13
ICICI Prudential MNC Fund Growth21,805 CR2.18
Aditya Birla Sun Life ESG Integration Strategy Fund Growth0583 CR2.42
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundHDFC Business Cycle Fund Growth2.470239.96
This FundICICI Prudential MNC Fund Growth9.35240.8845
This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth2.810641.2355
This FundHDFC Defence Fund Growth31.4041174.9166
This FundNippon India Taiwan Equity Fund Growth145.0432287.4234

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 2.42. 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 : 2.29%
  • 6 Months : 0.38%
  • 1 Year : 2.81%
  • 3 Years : 12.20%
Returns of Aditya Birla Sun Life ESG Integration Strategy Fund Growth are updated daily based on NAV of ₹ 18.29 as on Aug 20,2026. Since inception, the return has been 41.24%.

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 ₹584 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.