Aditya Birla SL ESG Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹500.0 0.92 % 0★ ₹995.0 2 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹500.0 0.92 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹995.0 Cr 2 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 28 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -5.3% - - 13.6%
Category Average 2.8% - - -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
9.62%
Infosys
6.09%
Axis Bank
5.7%
St Bk of India
5.44%
L & T Infotech
4.15%
Others
69%
Banks
24.68%
Consumer Durables
11.03%
Retailing
5.9%
Auto Components
4.29%
Automobiles
4.23%
Others
49.88%
Equity
97.59%
Reverse Repos
2.59%
Net Curr Ass/Net Receivables
-0.18%

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla SL ESG Fund

Fund Manager
Satyabrata Mohanty

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

Advance Ratio

-0.04 1.23 0.98 -0.04
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

You can invest in Aditya Birla SL ESG Fund 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 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"
The Aditya Birla SL ESG Fund has delivered 13.6% since inception
The NAV of Aditya Birla SL ESG Fund is ₹12.7 as of 28 November 2022.
The expense ratio of Aditya Birla SL ESG Fund is 0.92 % as of 28 November 2022.
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”.
Invest Now