Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.38
• Std Deviation 14.46%
• Tracking Error 0.00%

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 592.39 crores & has delivered CAGR of 10.93% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.47%. 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 Medium & High respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Bharti Airtel & Kotak Mahindra Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Recreational Products.

Some of the similar funds are Quant ESG Integration Strategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth, Kotak ESG Exclusionary Strategy Fund Regular Growth, Invesco India ESG Integration Stategy 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 0.38 & a standard deviation of 14.46%.