Aditya Birla SL ESG Fund

500
Min SIP
500
Min Lumpsum
0.89 %
Expense Ratio
Rating
800
Fund Size (in Cr)
2 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 05 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 11.7% - - 11.1%
Category Average 10.5% 3.3% - -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
8.22%
HDFC Bank
7.36%
LTI Mindtree
6.11%
Infosys
5.76%
St Bk of India
5.53%
Others
67.02%
Banks
28.18%
IT-Software
16.67%
Consumer Durables
11.16%
Auto Components
5.11%
Automobiles
5.02%
Others
33.87%
Equity
97.14%
Reverse Repos
3.19%
Net Curr Ass/Net Receivables
-0.33%

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 ?

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"

What is the NAV of Aditya Birla SL ESG Fund ?

The NAV of Aditya Birla SL ESG Fund is ₹12.9 as of 05 June 2023.

How to redeem Aditya Birla SL ESG Fund 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?

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

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

The top sectors Aditya Birla SL ESG Fund has invested in are
  1. ICICI Bank - 8.22%
  2. HDFC Bank - 7.36%
  3. LTI Mindtree - 6.11%
  4. Infosys - 5.76%
  5. St Bk of India - 5.53%

How much returns have Aditya Birla SL ESG Fund generated ?

The Aditya Birla SL ESG Fund has delivered 11.1% since inception

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

The expense ratio of Aditya Birla SL ESG Fund is 0.89 % as of 05 June 2023.

What is the AUM of Aditya Birla SL ESG Fund?

The AUM of Aditya Birla SL ESG Fund is ₹2,75,965 Cr as of 05 June 2023

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

The top stock holdings of Aditya Birla SL ESG Fund are
  1. ICICI Bank - 8.22%
  2. HDFC Bank - 7.36%
  3. LTI Mindtree - 6.11%
  4. Infosys - 5.76%
  5. St Bk of India - 5.53%
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