Money Lancer
Equity: Thematic-ESG
Aditya Birla Sun Life Mutual Fund
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 · 2.42%Inception · 24-12-2020
NAV
17.80
+0.22% · as of 15-07-2026
Since inception
10.94%
CAGR
Benchmark (inception)
12.45%
CAGR
Fund size
₹559 Cr
AUM
Expense ratio
2.42%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +10.94% CAGR vs benchmark +12.45%.

Portfolio

Where the money is invested

Top holdings

ICICI BANK LIMITED EQ NEW FV RS. 2/-8.32%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.49%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.08%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.79%
Kotak Mahindra Bank Limited3.78%
INFOSYS LIMITED EQ FV RS 53.29%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-3.03%
STATE BANK OF INDIA EQ NEW RE. 1/-2.95%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.71%
SONA BLW PRECISION FORGINGS LIMITED EQ2.41%

Sector allocation

Financial Services39.08%
Automobile and Auto Components11.98%
Information Technology9.82%
Fast Moving Consumer Goods7.51%
Healthcare7.18%
Consumer Services7.03%
Telecommunication5.66%
Metals & Mining3.03%
Consumer Durables2.92%
Construction Materials2.40%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 10.9% p.a.
₹10,000
10 years
Projected value
₹21,82,160
Invested: ₹12,00,000
Gained: ₹9,82,160
Start this SIP →

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. Chanchal Khandelwal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148635
ISIN (Growth)
INF209KB1U43
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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