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Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth

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previously known as Aditya BSL ESG Dir Gr until

17.310 (0.874%)
NAV on March 20, 2025
Category Equity:
Equity - ESG
Investment StyleBox
Large Growth
Total Assets 577 cr
Turnover Ratio 18.82%
Expense Ratio 1.40%
Exit Load 1.00%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: -0.46%
  • 1Y: 14.26%
  • 3M: -7.97%
  • 3Y: 10.13%
  • 6M: -13.06%
  • 5Y: N/A
Min Investment 500
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ADDITIONAL INFO
Fund Manager Chanchal Khandelwal (Since 5 months) Dhaval Joshi (Since over 2 years)
ISIN INF209KB1U76
Fund Family Aditya Birla Sun Life
P/E Ratio 23.92
P/B Ratio 4.05
Launch Date December 24, 2020
Benchmark Nifty 100 ESG TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 100 ESG TR INR

Alpha -0.19
Beta 0.98
R-Squared 86.61
Info Ratio -0.08
Tracking Err 5.57
Sortino 0.364
Sharpe 0.238
Std Dev 15.263
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 35.38%
Industrial 5.33%
Technology 20.32%
Basic Materials 3.37%
Consumer Cyclical 22.35%
Utilities Services 1.45%
Healthcare Services 0.44%
Energy Services 0.00%
Communication Services 3.73%
Consumer Defensive 5.44%
Real Estate 2.20%
INVESTMENT OBJECTIVE

The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Equity Esg Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Quant
Quant ESG Equity Fund Direct Growth
31.749 1.25% 260 cr 0.94% High
Best Equity Esg Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Icici
ICICI Prudential ESG Exclusionary Strategy Fund Direct Growth
21.740 15.39% 1,354 cr 1.09% Average
Birla new
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
17.310 14.26% 577 cr 1.4% Above Average
Mirae
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Growth
17.377 7.67% 90 cr 0.46% Below Average
Quant
Quant ESG Equity Fund Direct Growth
31.749 1.25% 260 cr 0.94% High


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