Aditya Birla Sun Life ESG Integration Strategy IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Aditya Birla Sun Life ESG Integration Strategy IDCW Reinvest Direct Plan

NAV
₹15.3100
-1.92%
(27 Mar)
AUM
592 Cr
TER
1.41%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+1.6%
+1.6%
+1.6%
+1.2%
+1.2%
-2.5%
3Y
+14.8%
+14.8%
+14.8%
+16.6%
+16.6%
+12.8%
5Y
+11.4%
+11.4%
+11.4%
+20.0%
+20.0%
+10.9%
ALL
+11.5%
+11.5%
+11.5%
+24.5%
+24.5%
+12.3%
VOL
15.2%
15.2%
15.2%
17.3%
17.3%
-
TER
1.4%
1.4%
1.4%
0.9%
0.9%
-
AUM
₹592 Cr
₹592 Cr
₹592 Cr
₹257 Cr
₹257 Cr
-
INFO
0.76
0.76
0.76
1.41
1.41
-
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
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
18%
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