Aditya Birla Sun Life ESG Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
1M
6M
1Y
All
NAV: 02 Feb 2023₹12.08
Min. SIP amount₹500
RatingNA
Fund size₹904.16Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns1.6%12.1%-10.3%24.2%
Category averageNANA-4.6%NA
Rank with in category999NA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.3%
LTIMindtree Ltd.TechnologyEquity7.3%
Infosys Ltd.TechnologyEquity6.6%
HDFC Bank Ltd.FinancialEquity6.5%
Axis Bank Ltd.FinancialEquity6.5%
State Bank of IndiaFinancialEquity6.4%
JK Cement Ltd.ConstructionEquity3.8%
Bajaj Finance Ltd.FinancialEquity2.9%
ABB India Ltd.Capital GoodsEquity2.9%
Blue Star Ltd.Consumer DiscretionaryEquity2.7%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 0.84%
1Y annualised returns lower than category average by 7.11%

Expense ratio, exit load and tax

Expense ratio: 0.84%

Inclusive of GST

Exit load

1% for redemption within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Satyabrata Mohanty
Dec 2020 - Present
View details

Education
Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
Experience
Prior to joining ABSLAMC, he worked with Aditya Birla Management Corporation Ltd.
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joinig Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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