Aditya Birla Sun Life ESG Fund - Growth - Regular Plan

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  • Net Change on 29-06-2022

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Fund Overview Growth | Regular Plan

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  • 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- REGULAR PLAN - Growth Jan 01, 1991 -0.24 10.81 10.75 1.97 4,246.33
Tata Ethical Fund Regular Plan - Growth May 24, 1996 2.02 17.69 12.87 2.20 1,249.67
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 -9.11 11.40 6.48 2.55 657.54
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -5.76 10.90 8.88 2.57 603.10
L&T Business Cycles Fund - Regular Plan - Growth Option Aug 20, 2014 0.16 8.94 6.57 2.55 519.42

Fund Holdings as on 31-May-2022

  • Infosys Limited

  • ICICI Bank Limited

  • Larsen & Toubro Infotech Limited

  • Axis Bank Limited

  • HDFC Bank Limited

  • SRF Limited

  • State Bank of India

  • Clearing Corporation of India Limited

  • POLYCAB INDIA Limited

  • JK Cement Limited

  • Divi's Laboratories Limited

  • MindTree Limited

  • PVR Limited

  • Avenue Supermarts Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • ABB India Limited

  • Crompton Greaves Consumer Electricals Limited

  • Blue Star Limited

  • Page Industries Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Bata India Limited

  • Hindustan Unilever Limited

  • Sona BLW Precision Forgings Limited

  • Titan Company Limited

  • Tata Consultancy Services Limited

  • Endurance Technologies Limited

  • V-Mart Retail Limited

  • Mahindra & Mahindra Limited

  • Aditya Birla Fashion and Retail Limited

  • TVS Motor Company Limited

  • Kajaria Ceramics Limited

  • Oberoi Realty Limited

  • Syngene International Limited

  • Birlasoft Limited

  • TeamLease Services Limited

  • Bharti Airtel Limited

  • Whirlpool of India Limited

  • PB Fintech Limited

  • KPIT Technologies Limited

  • One 97 Communications Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Retailing

  • Auto Ancillary

  • Diversified

  • Bank - Public

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Cable

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Film Production, Distribution & Entertainment

  • Finance - NBFC

  • Electric Equipment

  • Air Conditioners

  • Textile

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Ceramics/Marble/Granite/Sanitaryware

  • Construction - Real Estate

  • e-Commerce

  • Telecommunication - Service Provider

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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 ₹962.59 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 ₹-0.08(-0.74%)yesterday to ₹10.77.

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 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