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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 · 2.42%Inception · 24-12-2020
NAV
₹18.26
-0.44% · as of 26-08-2026
Since inception
11.20%
CAGR
Benchmark (inception)
12.58%
CAGR
Fund size
₹584 Cr
AUM
Expense ratio
2.42%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +11.20% CAGR vs benchmark +12.58%.
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?
@ 11.2% p.a.₹10,000
10 years
Projected value
₹22,15,821
Invested: ₹12,00,000
Gained: ₹10,15,821
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
₹39.85
1Y
+27.8%
3Y
+17.8%
5Y
+18.6%
SBI ESG Exclusionary Strategy Reg Gr
₹242.40
1Y
+3.1%
3Y
+10.4%
5Y
+9.1%
Invesco India ESG Equity Fund Gr
₹17.53
1Y
+2.2%
3Y
+10.0%
5Y
+7.7%
Kotak ESG Exclusionary Strategy Reg Gr
₹17.02
1Y
+1.0%
3Y
+9.5%
5Y
+7.3%
Axis ESG InteGration Strategy Reg Gr
₹21.12
1Y
+0.9%
3Y
+9.5%
5Y
+5.6%
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