Active Stocks
Tue Jun 18 2024 15:44:35
  1. Tata Steel share price
  2. 181.15 -1.04%
  1. Power Grid Corporation Of India share price
  2. 331.70 3.17%
  1. State Bank Of India share price
  2. 844.60 0.52%
  1. HDFC Bank share price
  2. 1,608.75 0.71%
  1. Wipro share price
  2. 491.85 3.04%
Business News/Market/Market Stats/    Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

+
  • Equity
  • Equity - ESG
  • Rating 2
  • Plan
16.37 +0.09 (0.55%) NAV as on 14 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)666.43
  • CAGR 29.82%
  • Exit Load1.00%
  • Expense ratio2.42%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2020-12-24

Morning Star Rating 2

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 18 June 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.48
  • Std Deviation 14.18%
  • Tracking Error 0.00%

About Fund

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 Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth has an AUM of 666.43 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.42%. The minimum investment in Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include Infosys, ICICI Bank, HDFC Bank & ABB India.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electronic Instr. & Controls & Misc. Capital Goods.

 

Some of the similar funds are Invesco India ESG Integration Stategy Fund Regular Growth, Quantum ESG Best In Class Strategy Fund Regular Growth, Kotak ESG Exclusionary Strategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth, Axis ESG Integration Strategy Fund Regular Growth. Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth has a sharpe ratio of 0.48 & a standard deviation of 14.18%.

FAQs about Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

According to the morning star rating Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth has a Moderate risk & High return.
Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth is managed by Dhaval Gala,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth is 2.42%.
The 5 year annualized return on Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth is 0.00% & it has generated 29.82% in the last 1 year.
The minimum investment in Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth is 500 Rs.
Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth has an AUM of 666.43 crores.
Recommended For You