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Aditya Birla Sun Life Mutual Fund · Equity: Thematic-ESG
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · NIFTY 100 ESG TRITER · 2.44%Inception · 24-12-2020
NAV
₹17.23
+1.45% · as of 13-10-2026
Since inception
9.83%
CAGR
Benchmark (inception)
11.91%
CAGR
Fund size
₹542 Cr
AUM
Expense ratio
2.44%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +9.83% CAGR vs benchmark +11.91%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-9.02%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.77%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.09%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.92%
Kotak Mahindra Bank Limited3.83%
STATE BANK OF INDIA EQ NEW RE. 1/-3.11%
INFOSYS LIMITED EQ FV RS 52.81%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.77%
Bajaj Finance Limited2.61%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-2.54%
Sector allocation
Financial Services40.73%
Automobile and Auto Components12.08%
Information Technology8.77%
Healthcare7.51%
Consumer Services7.47%
Fast Moving Consumer Goods7.18%
Telecommunication5.48%
Consumer Durables3.03%
Metals & Mining2.54%
Construction Materials2.44%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.8% p.a.₹10,000
10 years
Projected value
₹20,45,242
Invested: ₹12,00,000
Gained: ₹8,45,242
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Jonas Bhutta
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148635
ISIN (Growth)
INF209KB1U43
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-ESG funds
Quant ESG InteGration Strategy Fund Gr Reg Plan
₹38.18
1Y
+17.5%
3Y
+14.6%
5Y
+15.1%
Baroda BNP Paribas BestInClass Strategy Fund Reg Gr
₹9.80
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Invesco India ESG Equity Fund Gr
₹16.37
1Y
-6.1%
3Y
+6.5%
5Y
+3.6%
SBI ESG Exclusionary Strategy Reg Gr
₹225.28
1Y
-6.2%
3Y
+6.7%
5Y
+5.6%
Axis ESG InteGration Strategy Reg Gr
₹19.96
1Y
-6.9%
3Y
+6.6%
5Y
+2.9%
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