Aditya Birla SL ESG Integration Strategy Fund – Direct Growth

₹ 100
Min SIP
₹ 500
Min Lumpsum
1.04 %
Expense Ratio
Rating
699
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 30.8% 12.5% - 14.3%
Category Average 38.1% 15.9% 6.4% -

Scheme Allocation

By Holding
By Sector
By Asset
10.04%
8.82%
5.13%
4.3%
Others
68.04%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 10.04%
Infosys IT - Software Equity 8.82%
LTIMindtree IT - Software Equity 5.13%
A B B Capital Goods - Electrical Equipment Equity 4.3%
HCL Technologies IT - Software Equity 3.68%
Blue Star Consumer Durables Equity 3.64%
TVS Motor Co. Automobile Equity 3.49%
TCS IT - Software Equity 3.28%
HDFC Bank Banks Equity 3.18%
Sona BLW Precis. Auto Ancillaries Equity 3.14%
J K Cements Cement Equity 2.97%
Titan Company Diamond, Gems and Jewellery Equity 2.96%
M & M Automobile Equity 2.84%
Coforge IT - Software Equity 2.59%
Axis Bank Banks Equity 2.53%
Bajaj Finance Finance Equity 2.33%
St Bk of India Banks Equity 2.26%
Kajaria Ceramics Ceramic Products Equity 2.21%
Bharti Airtel Telecomm-Service Equity 2.18%
Hind. Unilever FMCG Equity 1.85%
Shriram Finance Finance Equity 1.6%
Polycab India Cables Equity 1.57%
Hero Motocorp Automobile Equity 1.55%
Aditya Bir. Fas. Retail Equity 1.53%
Birlasoft Ltd IT - Software Equity 1.35%
SBI Life Insuran Insurance Equity 1.33%
V-Mart Retail Retail Equity 1.26%
AU Small Finance Banks Equity 1.22%
Oberoi Realty Realty Equity 1.22%
Avenue Super. Retail Equity 1.2%
Endurance Tech. Auto Ancillaries Equity 1.18%
Page Industries Readymade Garments/ Apparells Equity 1.14%
RBL Bank Banks Equity 1.11%
Crompton Gr. Con Consumer Durables Equity 1.05%
Kotak Mah. Bank Banks Equity 1%
Team Lease Serv. Miscellaneous Equity 0.99%
Anant Raj Realty Equity 0.85%
Wipro IT - Software Equity 0.74%
Metropolis Healt Healthcare Equity 0.73%
Schaeffler India Bearings Equity 0.66%
Voltas Consumer Durables Equity 0.56%
Whirlpool India Consumer Durables Equity 0.42%
Rolex Rings Auto Ancillaries Equity 0.27%
Cholaman.Inv.&Fn Finance Equity 0.26%
One 97 E-Commerce/App based Aggregator Equity 0.16%
IT-Software
25.59%
Banks
21.34%
Consumer Durables
10.85%
Automobiles
7.88%
Auto Components
5.25%
Others
29.09%
View all Sectors
Sectors Asset
IT-Software 25.59%
Banks 21.34%
Consumer Durables 10.85%
Automobiles 7.88%
Auto Components 5.25%
Electrical Equipments 4.3%
Finance 4.19%
Retailing 4%
Cement & Cement Products 2.97%
Telecom-Services 2.18%
Realty 2.06%
Debt 1.96%
Diversified FMCG 1.85%
Industrial Products 1.57%
Insurance 1.33%
Textiles & Apparels 1.14%
Commercial Services & Sup 0.99%
Healthcare Services 0.73%
Financial Technology (Fin 0.16%
Cash & Others -0.32%
Equity
98.37%
Reverse Repos
1.96%
Net Curr Ass/Net Receivables
-0.32%
Others
0%

Advance Ratio

0.16
Alpha
4.07
SD
0.9
Beta
0.75
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

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Frequently Asked Questions

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

You can invest in Aditya Birla SL ESG Integration Strategy 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 Integration Strategy 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 Integration Strategy Fund – Direct Growth ?

The NAV of Aditya Birla SL ESG Integration Strategy Fund – Direct Growth is ₹15.3 as of 18 March 2024.

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

The minimum SIP amount of Aditya Birla SL ESG Integration Strategy Fund – Direct Growth is ₹100

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

The top sectors Aditya Birla SL ESG Integration Strategy Fund – Direct Growth has invested in are
  1. IT-Software - 25.59%
  2. Banks - 21.34%
  3. Consumer Durables - 10.85%
  4. Automobiles - 7.88%
  5. Auto Components - 5.25%

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

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

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

The Aditya Birla SL ESG Integration Strategy Fund – Direct Growth has delivered 14.3% since inception

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

The expense ratio of Aditya Birla SL ESG Integration Strategy Fund – Direct Growth is 1.04 % as of 18 March 2024.

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

The AUM of Aditya Birla SL ESG Integration Strategy Fund – Direct Growth is ₹3,12,323 Cr as of 18 March 2024

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

The top stock holdings of Aditya Birla SL ESG Integration Strategy Fund – Direct Growth are
  1. ICICI Bank - 10.04%
  2. Infosys - 8.82%
  3. LTIMindtree - 5.13%
  4. A B B - 4.3%
  5. HCL Technologies - 3.68%

How can I redeem my investments in Aditya Birla SL ESG Integration Strategy 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 Integration Strategy Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now