Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
Category: Equity: Thematic-ESG
Launch Date: 24-12-2020
AUM:
₹ 666.43 Cr
Expense Ratio
2.42%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF209KB1U43
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Dhaval Gala, Dhaval Joshi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 30.33 | 12.85 | - |
| NIFTY 100 ESG TRI | 33.52 | 14.83 | 17.71 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.37
Last change
0.09 (0.5498%)
Fund Size (AUM)
₹ 666.43 Cr
Performance
15.27% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies following Environmental, Social and Governance (ESG) theme.
Fund Manager
Dhaval Gala, Dhaval Joshi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Infosys Ltd. | 7.77 |
| ICICI Bank Ltd. | 7.68 |
| HDFC Bank Ltd. | 4.79 |
| ABB India Ltd. | 4.34 |
| Kotak Mahindra Bank Ltd. | 3.57 |
| Blue Star Ltd. | 3.38 |
| LTIMindtree Ltd. | 3.26 |
| Sona BLW Precision Forgings Ltd. | 3.11 |
| Tata Consultancy Services Ltd. | 3.09 |
| HCL Technologies Ltd. | 3.07 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 28.12 |
| Technology | 21.22 |
| Automobile | 12.3 |
| Consumer Discretionary | 8.83 |
| Capital Goods | 7.21 |
| Services | 6.56 |
| Materials | 3.65 |
| Communication | 2.79 |
| Construction | 2.71 |
| Consumer Staples | 1.87 |