FAQ : Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan

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(%) 30.43 10.32 N/A N/A
Average Rolling Returns(%) 13.83 13.10 N/A N/A

The Current NAV of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is ₹18.81.

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 1.40%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is currently ₹687 Crores.

The Top three stocks are Infosys, ICICI Bank and HDFC Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 45% 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 62% 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 44.87 and PB ratio is 8.91

The asset allocation of Aditya Birla Sun Life ESG Integration Strategy Fund - Growth - Direct Plan is Stocks : 98.46%, Debt : 1.55% 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

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