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
₹15.6700
-0.63%
(3 May)
AUM
677 Cr
TER
1.39%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+49.3%
+49.3%
+31.9%
+30.7%
+30.7%
+27.9%
3Y
+32.2%
+32.2%
+17.1%
+17.2%
+17.2%
+14.5%
5Y
NA
NA
NA
+15.9%
+15.9%
NA
ALL
+41.0%
+41.0%
+17.1%
+14.9%
+14.9%
+14.3%
VOL
17.7%
17.7%
-
17.7%
17.7%
14.7%
TER
0.8%
0.8%
-
1.3%
1.3%
1.4%
AUM
₹238 Cr
₹238 Cr
-
₹5,525 Cr
₹5,525 Cr
₹677 Cr
INFO
2.31
2.31
-
0.84
0.84
0.98
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 Mar
Top holdings
Infosys Ltd
8.2%
ICICI Bank Ltd
7.4%
HDFC Bank Ltd
4.5%
LTIMindtree Ltd
4.2%
ABB India Ltd
4.2%
Blue Star Ltd
3.8%
Kotak Mahindra Bank Ltd
3.7%
HCL Technologies Ltd
3.5%
Sona BLW Precision Forgings Ltd
3.3%
Titan Co Ltd
3.2%
Top industry exposure
Financial Services
28.7%
Technology
23.5%
Consumer Cyclical
20.5%
Industrials
14.8%
Consumer Defensive
3.2%
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)
Dhaval Gala
Dhaval Joshi

FAQs