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
₹15.4900
-2.09%
(13 Mar)
AUM
592 Cr
TER
1.41%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.6%
+6.5%
+2.9%
+1.9%
+1.9%
+1.9%
3Y
+16.1%
+14.2%
+12.3%
+16.4%
+16.4%
+16.4%
5Y
+20.0%
+10.2%
+10.3%
+12.2%
+12.2%
+12.2%
ALL
+24.9%
+11.4%
+12.4%
+14.8%
+14.8%
+14.8%
VOL
17.2%
15.0%
-
13.7%
13.7%
13.7%
TER
0.9%
1.4%
-
1.0%
1.0%
1.0%
AUM
₹257 Cr
₹592 Cr
-
₹1,400 Cr
₹1,400 Cr
₹1,400 Cr
INFO
1.44
0.76
-
1.09
1.09
1.09
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 28th Feb
Top holdings
ICICI Bank Ltd
8.6%
HDFC Bank Ltd
5.1%
Bharti Airtel Ltd
4.3%
Kotak Mahindra Bank Ltd
3.9%
Axis Bank Ltd
3.8%
Infosys Ltd
3.7%
State Bank of India
3.5%
TVS Motor Co Ltd
2.9%
Bajaj Finance Ltd
2.5%
Mahindra & Mahindra Ltd
2.4%
Top industry exposure
Financial Services
40.6%
Consumer Cyclical
20.9%
Technology
10.7%
Consumer Defensive
8.7%
Healthcare
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
22%
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

FAQs