Aditya Birla Sun Life ESG Integration Strategy Fund Growth

Aditya Birla Sun Life ESG Integration Strategy Fund Growth

+14.62%
3Y annualised
-1.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Apr '26
₹17.37
Min. for SIP
₹100
Fund size (AUM)
₹521.59 Cr
Expense ratio
2.41%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,639
-1.20%
1 year₹60,000₹59,737
-0.44%
3 years₹1,80,000₹1,99,666
+10.93%
5 years₹3,00,000₹3,72,730
+24.24%

Holdings (56)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity8.55%
HDFC Bank Ltd.FinancialEquity4.73%
Bharti Airtel Ltd.CommunicationEquity4.26%
Infosys Ltd.TechnologyEquity4.09%
Kotak Mahindra Bank Ltd.FinancialEquity3.73%
Axis Bank Ltd.FinancialEquity3.66%
State Bank of IndiaFinancialEquity3.21%
TVS Motor Company Ltd.AutomobileEquity2.91%
Hindalco Industries Ltd.Metals & MiningEquity2.54%
Mahindra & Mahindra Ltd.AutomobileEquity2.32%
Tata Consultancy Services Ltd.TechnologyEquity2.26%
Bajaj Finance Ltd.FinancialEquity2.25%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.15%
Hindustan Unilever Ltd.Consumer StaplesEquity2.11%
Hero Motocorp Ltd.AutomobileEquity2.10%
AU Small Finance Bank Ltd.FinancialEquity2.10%
Sona BLW Precision Forgings Ltd.AutomobileEquity2.05%
Shriram Finance LtdFinancialEquity2.04%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.98%
Eternal Ltd.ServicesEquity1.98%
JK Cement Ltd.ConstructionEquity1.86%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.78%
LTM LimitedTechnologyEquity1.77%
Samvardhana Motherson International Ltd.AutomobileEquity1.65%
Avenue Supermarts Ltd.ServicesEquity1.63%
Indus Towers Ltd.CommunicationEquity1.60%
Titan Company Ltd.Consumer DiscretionaryEquity1.52%
V-Mart Retail Ltd.ServicesEquity1.51%
Varun Beverages Ltd.Consumer StaplesEquity1.47%
HCL Technologies Ltd.TechnologyEquity1.44%
Tata Consumer Products Ltd.Consumer StaplesEquity1.40%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.29%
RBL Bank Ltd.FinancialEquity1.26%
Britannia Industries Ltd.Consumer StaplesEquity1.25%
Voltas Ltd.Consumer DiscretionaryEquity1.22%
Aditya Birla Lifestyle Brands Ltd.ServicesEquity1.20%
Mankind Pharma Ltd.HealthcareEquity1.15%
Schaeffler India Ltd.Capital GoodsEquity1.07%
Indusind Bank Ltd.FinancialEquity1.01%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.98%
Coforge Ltd.TechnologyEquity0.96%
Tech Mahindra Ltd.TechnologyEquity0.95%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.94%
Page Industries Ltd.TextilesEquity0.91%
Lupin Ltd.HealthcareEquity0.89%
SBI Life Insurance Company Ltd.InsuranceEquity0.85%
PNB Housing Finance Ltd.FinancialEquity0.84%
MAS Financial Services Ltd.FinancialEquity0.73%
Dalmia Bharat Ltd.ConstructionEquity0.68%
Cipla Ltd.HealthcareEquity0.63%
Pitti Engineering Ltd.Capital GoodsEquity0.43%
Interglobe Aviation Ltd.ServicesEquity0.36%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.36%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.04%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.02%
Meesho Ltd.ServicesEquity0.01%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+1.8%+14.6%+11.3%+10.9%
Category average (Equity Thematic)+4.1%+14.2%+13.9%--
Rank (Equity Thematic)234--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

CK
Chanchal Khandelwal
Oct 2024 - Present
View details

Education
Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.

About Aditya Birla Sun Life ESG Integration Strategy Fund Growth

Aditya Birla Sun Life ESG Integration Strategy Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Chanchal Khandelwal is the Current Fund Manager of Aditya Birla Sun Life ESG Integration Strategy Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,86,321 Cr and the Latest NAV as of 24 Apr 2026 is ₹17.37. The Aditya Birla Sun Life ESG Integration Strategy Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies following Environmental, Social and Governance (ESG) theme.
Fund benchmarkNIFTY 100 ESG Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM₹3,86,320.68 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,