Aditya Birla Sun Life ESG Integration Strategy IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Aditya Birla Sun Life ESG Integration Strategy IDCW Reinvest Direct Plan

NAV
₹16.6300
-0.72%
(11 Jul)
AUM
637 Cr
TER
1.43%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.8%
+9.8%
+9.8%
+6.3%
+2.5%
-3.8%
3Y
+23.3%
+23.3%
+23.3%
+18.2%
+17.4%
+22.8%
5Y
NA
NA
NA
NA
+18.4%
NA
ALL
+20.0%
+20.0%
+20.0%
+15.2%
+15.1%
+31.5%
VOL
14.0%
14.0%
14.0%
15.5%
-
17.5%
TER
1.0%
1.0%
1.0%
1.4%
-
0.9%
AUM
₹1,549 Cr
₹1,549 Cr
₹1,549 Cr
₹637 Cr
-
₹305 Cr
INFO
1.42
1.42
1.42
0.98
-
1.80
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL ESG Integration Strategy IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
ICICI Bank Ltd
9.1%
HDFC Bank Ltd
5.2%
Kotak Mahindra Bank Ltd
4.6%
Infosys Ltd
4.4%
Bharti Airtel Ltd
3.9%
Axis Bank Ltd
3.1%
Clearing Corporation Of India Limited
2.7%
Tata Consultancy Services Ltd
2.7%
JK Cement Ltd
2.5%
V-Mart Retail Ltd
2.5%
Top industry exposure
Financial Services
37.7%
Consumer Cyclical
19.1%
Technology
13.2%
Consumer Defensive
6.6%
Industrials
5.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund 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.
Fund manager(s)
Chanchal Khandelwal
Dhaval Joshi

FAQs