Sectoral / Thematicregulargrowth
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.51%
1 Month-11.51%
3 Months-13.44%
6 Months-8.62%
1 Year-2.99%
3 Years (CAGR)+11.46%
5 Years (CAGR)+8.36%
10 Years (CAGR)—
Since Inception (Dec 2020)+9.22%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-15.28%
3 Year SIP+1.78%
5 Year SIP+5.27%
Since Inception (Dec 2020)+5.68%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹592 Cr
Expense Ratio2.47%
Min SIP₹100
Min Lumpsum₹500
Launch Date29 Dec 2020
AMFI Code148635
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth is a Sectoral / Thematic mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹592 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.47%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations