Aditya Birla Sun Life ESG Fund - Growth - Regular Plan

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Fund Overview Growth | Regular 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
NIFTY100 ESG - 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- REGULAR PLAN - Growth Jan 01, 1991 7.43 17.70 12.70 2.06 4,509.15
Tata Ethical Fund Regular Plan - Growth May 24, 1996 8.02 24.15 14.13 2.26 1,321.07
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 0.77 17.79 8.09 2.51 679.05
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.97 19.66 11.22 2.56 638.76
L&T Business Cycles Fund - Regular Plan - Growth Option Aug 20, 2014 12.53 18.90 8.97 2.52 544.29

Fund Holdings as on 31-July-2022

  • ICICI Bank Limited

  • Infosys Limited

  • State Bank of India

  • Axis Bank Limited

  • Larsen & Toubro Infotech Limited

  • Clearing Corporation of India Limited

  • SRF Limited

  • PVR Limited

  • MindTree Limited

  • JK Cement Limited

  • Divi's Laboratories Limited

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • ABB India Limited

  • Crompton Greaves Consumer Electricals Limited

  • Kotak Mahindra Bank Limited

  • Page Industries Limited

  • Hindustan Unilever Limited

  • Bata India Limited

  • HDFC Bank Limited

  • Titan Company Limited

  • Blue Star Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Endurance Technologies Limited

  • POLYCAB INDIA Limited

  • TVS Motor Company Limited

  • Tata Consultancy Services Limited

  • Mahindra & Mahindra Limited

  • Sona BLW Precision Forgings Limited

  • Margin (Future and Options)

  • Aditya Birla Fashion and Retail Limited

  • Kajaria Ceramics Limited

  • Oberoi Realty Limited

  • V-Mart Retail Limited

  • Syngene International Limited

  • TeamLease Services Limited

  • Birlasoft Limited

  • Bharti Airtel Limited

  • Whirlpool of India Limited

  • KPIT Technologies Limited

  • PB Fintech Limited

  • One 97 Communications Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Retailing

  • Bank - Public

  • Miscellaneous

  • Auto Ancillary

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Film Production, Distribution & Entertainment

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Electric Equipment

  • Textile

  • Household & Personal Products

  • Diamond & Jewellery

  • Air Conditioners

  • Hospital & Healthcare Services

  • Cable

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Ceramics/Marble/Granite/Sanitaryware

  • Construction - Real Estate

  • e-Commerce

  • Telecommunication - Service Provider

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Fund Manager

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  • Equity

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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 ₹1,003.78 crore. Aditya Birla Sun Life ESG Fund is benchmarked against NIFTY100 ESG - TRI as primary index.

The NAV of Aditya Birla Sun Life ESG Fund ended up ₹0.04(0.33%)yesterday to ₹12.34.

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

The Aditya Birla Sun Life ESG Fund is managed by Satyabrata Mohanty and Vinod Narayan Bhat.

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