Aditya Birla Sun Life ESG Fund - Growth - Regular Plan

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  • Net Change on 02-12-2022

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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
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
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 1.52 14.95 12.87 2.01 4,696.27
Tata Ethical Fund Regular Plan - Growth May 24, 1996 3.11 21.78 12.77 2.23 1,463.48
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.13 19.44 10.86 2.52 679.08
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 3.01 15.83 7.06 2.50 673.34
HSBC Business Cycles Fund - Regular Growth Aug 20, 2014 9.56 17.50 7.93 2.51 566.86

Fund Holdings as on 31-October-2022

  • ICICI Bank Limited

  • Infosys Limited

  • Axis Bank Limited

  • State Bank of India

  • Larsen & Toubro Infotech Limited

  • SRF Limited

  • JK Cement Limited

  • MindTree Limited

  • ABB India Limited

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • Divi's Laboratories Limited

  • Clearing Corporation of India Limited

  • Blue Star Limited

  • PVR Limited

  • Titan Company Limited

  • Page Industries Limited

  • POLYCAB INDIA Limited

  • TVS Motor Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • HDFC Bank Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Hindustan Unilever Limited

  • Mahindra & Mahindra Limited

  • Bata India Limited

  • Endurance Technologies Limited

  • Kotak Mahindra Bank Limited

  • Aditya Birla Fashion and Retail Limited

  • Sona BLW Precision Forgings Limited

  • V-Mart Retail Limited

  • Oberoi Realty Limited

  • Kajaria Ceramics Limited

  • Syngene International Limited

  • Bharti Airtel Limited

  • KPIT Technologies Limited

  • TeamLease Services Limited

  • Birlasoft Limited

  • Whirlpool of India Limited

  • Rolex Rings Limited

  • PB Fintech Limited

  • Schaeffler India Limited

  • One 97 Communications Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Retailing

  • Bank - Public

  • Diversified

  • Auto Ancillary

  • Cement & Construction Materials

  • Electric Equipment

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Film Production, Distribution & Entertainment

  • Miscellaneous

  • Diamond & Jewellery

  • Textile

  • Cable

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Construction - Real Estate

  • Ceramics/Marble/Granite/Sanitaryware

  • Telecommunication - Service Provider

  • Bearings

  • e-Commerce

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Fund Manager

  • Cash

  • 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 ₹995.85 crore. Aditya Birla Sun Life ESG Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY100 ESG - TRI as secondary index.

The NAV of Aditya Birla Sun Life ESG Fund ended down ₹-0.02(-0.16%)yesterday to ₹12.49.

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