Aditya Birla SL ESG Fund – Direct Growth

500
Min SIP
500
Min Lumpsum
1.03 %
Expense Ratio
Rating
751
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 27 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 13.9% - - 13%
Category Average 13.1% 5.8% - -

Scheme Allocation

By Holding
By Sector
By Asset
9.15%
8.66%
7.04%
6.06%
4.15%
Others
64.94%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.15%
HDFC Bank Banks Equity 8.66%
Infosys IT - Software Equity 7.04%
LTIMindtree IT - Software Equity 6.06%
A B B Capital Goods - Electrical Equipment Equity 4.15%
Bajaj Finance Finance Equity 3.77%
Polycab India Cables Equity 3.18%
M & M Automobile Equity 3.1%
Titan Company Diamond, Gems and Jewellery Equity 2.98%
Sona BLW Precis. Auto Ancillaries Equity 2.52%
St Bk of India Banks Equity 2.47%
Kajaria Ceramics Ceramic Products Equity 2.38%
Blue Star Consumer Durables Equity 2.23%
J K Cements Cement Equity 2.22%
Oberoi Realty Realty Equity 2.21%
TVS Motor Co. Automobile Equity 2.16%
Axis Bank Banks Equity 2.13%
Coforge IT - Software Equity 2.01%
Crompton Gr. Con Consumer Durables Equity 2%
HCL Technologies IT - Software Equity 1.79%
Hind. Unilever FMCG Equity 1.79%
Page Industries Readymade Garments/ Apparells Equity 1.7%
TCS IT - Software Equity 1.65%
Avenue Super. Retail Equity 1.56%
Bharti Airtel Telecomm-Service Equity 1.54%
Aditya Bir. Fas. Retail Equity 1.39%
V-Mart Retail Retail Equity 1.37%
Birlasoft Ltd IT - Software Equity 1.35%
PB Fintech. IT - Software Equity 1.29%
Syngene Intl. Pharmaceuticals Equity 1.05%
SBI Life Insuran Insurance Equity 1.03%
Bata India Leather Equity 1.01%
Metropolis Healt Healthcare Equity 1.01%
Endurance Tech. Auto Ancillaries Equity 0.98%
Kotak Mah. Bank Banks Equity 0.97%
Hero Motocorp Automobile Equity 0.95%
RBL Bank Banks Equity 0.95%
Team Lease Serv. Miscellaneous Equity 0.94%
Schaeffler India Bearings Equity 0.65%
Whirlpool India Consumer Durables Equity 0.62%
One 97 E-Commerce/App based Aggregator Equity 0.56%
Divi's Lab. Pharmaceuticals Equity 0.5%
Rolex Rings Auto Ancillaries Equity 0.27%
Banks
25.71%
IT-Software
18.44%
Consumer Durables
11.57%
Automobiles
5.93%
Auto Components
5.37%
Others
32.97%
View all Sectors
Sectors Asset
Banks 25.71%
IT-Software 18.44%
Consumer Durables 11.57%
Automobiles 5.93%
Auto Components 5.37%
Electrical Equipments 4.76%
Retailing 4.49%
Industrial Products 4.14%
Finance 3.73%
Healthcare Services 2.73%
Realty 2.14%
Cement & Cement Products 2.14%
Diversified FMCG 1.77%
Financial Technology (Fin 1.69%
Telecom-Services 1.55%
Textiles & Apparels 1.55%
Debt 1.03%
Commercial Services & Sup 0.89%
Pharmaceuticals & Biotech 0.5%
Cash & Others -0.12%
Equity
97.34%
Net Curr Ass/Net Receivables
2.02%
Reverse Repos
0.64%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment - Nil

Fund Objective

To generate long-term capital appreciation by investing in a diversified basket of companies following Environmental, Social and Governance (ESG) theme. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved.

Fund Managers

Dhaval Gala

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL ESG Fund – Direct Growth ?

You can invest in Aditya Birla SL ESG Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL ESG Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL ESG Fund – Direct Growth ?

The NAV of Aditya Birla SL ESG Fund – Direct Growth is ₹14 as of 27 September 2023.

How to redeem Aditya Birla SL ESG Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL ESG Fund – Direct Growth?

The minimum SIP amount of Aditya Birla SL ESG Fund – Direct Growth is ₹500

What are the top sectors Aditya Birla SL ESG Fund – Direct Growth has invested in?

The top sectors Aditya Birla SL ESG Fund – Direct Growth has invested in are
  1. Banks - 25.71%
  2. IT-Software - 18.44%
  3. Consumer Durables - 11.57%
  4. Automobiles - 5.93%
  5. Auto Components - 5.37%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL ESG Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL ESG Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL ESG Fund – Direct Growth generated ?

The Aditya Birla SL ESG Fund – Direct Growth has delivered 13% since inception

What is the expense ratio of Aditya Birla SL ESG Fund – Direct Growth ?

The expense ratio of Aditya Birla SL ESG Fund – Direct Growth is 1.03 % as of 27 September 2023.

What is the AUM of Aditya Birla SL ESG Fund – Direct Growth?

The AUM of Aditya Birla SL ESG Fund – Direct Growth is ₹2,97,662 Cr as of 27 September 2023

What are the top stock holdings of Aditya Birla SL ESG Fund – Direct Growth?

The top stock holdings of Aditya Birla SL ESG Fund – Direct Growth are
  1. ICICI Bank - 9.15%
  2. HDFC Bank - 8.66%
  3. Infosys - 7.04%
  4. LTIMindtree - 6.06%
  5. A B B - 4.15%

How can I redeem my investments in Aditya Birla SL ESG Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL ESG Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now