Aditya Birla Sun Life ESG Fund - Growth - Direct Plan

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  • Net Change on 17-06-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the Scheme is to generate long-term capital appreciation by investing in a diversified basket of companies following Environmental, Social and Governance (ESG) theme.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty 100 ESG Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund - DIRECT PLAN -GROWTH Jan 01, 2013 59.84 14.65 14.65 1.30 3,748.16
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 57.06 16.01 17.74 1.10 2,068.33
Tata Digital India Fund-Direct Plan-Growth Dec 28, 2015 116.08 29.75 25.73 0.72 1,464.13
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan Jan 01, 2013 117.87 31.40 25.68 1.18 1,413.07
Sundaram Rural and Consumption Fund - Direct Plan - Growth Option Jan 02, 2013 47.98 8.67 13.03 1.48 1,307.14

Fund Holdings as on 31-May-2021

  • Infosys Limited

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Larsen & Toubro Infotech Limited

  • Axis Bank Limited

  • JK Cement Limited

  • State Bank of India

  • METROPOLIS HEALTHCARE LIMITED

  • MindTree Limited

  • Divi's Laboratories Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • Housing Development Finance Corporation Limited

  • Kotak Mahindra Bank Limited

  • Biocon Limited

  • Clearing Corporation of India Limited

  • POLYCAB INDIA Limited

  • HCL Technologies Limited

  • Endurance Technologies Limited

  • SRF Limited

  • Tata Motors Limited

  • PVR Limited

  • Avenue Supermarts Limited

  • Hindustan Unilever Limited

  • ABB India Limited

  • AU Small Finance Bank Limited

  • Blue Star Limited

  • Kajaria Ceramics Limited

  • Info Edge (India) Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • Whirlpool of India Limited

  • TeamLease Services Limited

  • Titan Company Limited

  • Bata India Limited

  • Wipro Limited

  • Page Industries Limited

  • Oberoi Realty Limited

  • Affle (India) Limited

  • Syngene International Limited

  • Petronet LNG Limited

  • SBI Cards & Payment Services Limited

  • Birlasoft Limited

  • Mahindra & Mahindra Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Bank - Public

  • Hospital & Healthcare Services

  • Retailing

  • Finance - Housing

  • Cable

  • Auto Ancillary

  • Diversified

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Film Production, Distribution & Entertainment

  • Household & Personal Products

  • Electric Equipment

  • Air Conditioners

  • Ceramics/Marble/Granite/Sanitaryware

  • BPO/ITeS

  • Travel Services

  • Diamond & Jewellery

  • Textile

  • Construction - Real Estate

  • Telecommunication - Equipment

  • Industrial Gases & Fuels

  • Automobiles - Passenger Cars

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Fund Manager

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About Aditya Birla Sun Life ESG Fund

Scheme Analysis

Aditya Birla Sun Life ESG Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 24-Dec-2020 and currently has an AUM of ₹944.73 crore. Aditya Birla Sun Life ESG Fund is benchmarked against Nifty 100 ESG Index - TRI as primary index.

The NAV of Aditya Birla Sun Life ESG Fund ended down ₹-0.04(-0.35%)yesterday to ₹11.44.

Among its top 3 holdings the fund has exposure to Infosys Limited, and

The Aditya Birla Sun Life ESG Fund is managed by Satyabrata Mohanty .

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111