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Aditya Birla Sun Life Mutual Fund · Equity: Thematic-ESG
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · NIFTY 100 ESG TRITER · 2.41%Inception · 24-12-2020
NAV
₹17.12
+0.93% · as of 14-05-2026
Since inception
10.50%
CAGR
Benchmark (inception)
12.33%
CAGR
Fund size
₹6 Cr
AUM
Expense ratio
2.41%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.50% CAGR vs benchmark +12.33%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.55%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.73%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.26%
INFOSYS LIMITED EQ FV RS 54.09%
Kotak Mahindra Bank Limited3.73%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.66%
STATE BANK OF INDIA EQ NEW RE. 1/-3.21%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.91%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-2.54%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.32%
Sector allocation
Financial Services38.72%
Automobile and Auto Components12.14%
Information Technology11.47%
Fast Moving Consumer Goods7.19%
Healthcare7.09%
Consumer Services6.33%
Telecommunication5.86%
Consumer Durables3.10%
Construction Materials2.54%
Metals & Mining2.54%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.5% p.a.₹10,000
10 years
Projected value
₹21,26,594
Invested: ₹12,00,000
Gained: ₹9,26,594
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Chanchal Khandelwal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148635
ISIN (Growth)
INF209KB1U43
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-ESG funds
quant ESG Integration Strategy Fund Gr Reg Plan
₹35.82
1Y
+12.2%
3Y
+18.6%
5Y
+19.5%
Baroda BNP Paribas BestinClass Strategy Fund Reg Gr
₹10.12
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
SBI ESG Exclusionary Strategy Reg Gr
₹228.71
1Y
-2.3%
3Y
+10.8%
5Y
+11.1%
Kotak ESG Exclusionary Strategy Reg Gr
₹16.18
1Y
-2.6%
3Y
+10.6%
5Y
+8.8%
Axis ESG Integration Strategy Reg Gr
₹20.22
1Y
-3.5%
3Y
+9.9%
5Y
+8.2%
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