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Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.23 | 8.68 | N/A | N/A |
Average Rolling Returns(%) | 13.11 | 13.48 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is ₹18.30.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan fund’s expense ratio is 1.31%
The process for redemption is
The AUM of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is currently ₹679 Crores.
The Top three stocks are ICICI Bank, Infosys and HDFC Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 44% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan fund are BFSI, IT and Auto accounting for 61% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Chanchal Khandelwal and Dhaval Joshi manage the Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan current PE ratio is 44.98 and PB ratio is 8.84
The asset allocation of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is Stocks : 97.06%, Debt : 2.93% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days