Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth
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Equity, Thematic-ESG, Principal at very high risk
1 Year Return 3.12% at 22 Dec 2025 06:35 PM
Fund Details
NAV 19.77
Sub-Type Thematic-ESG
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 4.99
Fund Size(in Crores) 622.14
Fund Performance
1 Month -0.25%
3 Month 2.48%
6 Month 5.38%
1 Year 3.12%
3 Year 16.21%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.24%) Market Cap Large Cap 64.3 Small Cap 17.83 Mid Cap 11.11 Top Sectors Financial 34.42 Technology 17.24 Insurance 8.53 Automobile 7.02 Healthcare 6.14 Energy 4.26 Communication 3.22 Consumer Discretionary 2.81 Capital Goods 2.76 Materials 2.75 Services 2.5 Metals & Mining 1.59 Top Holding Infosys 5.13 Tata Consultancy 5.5 Tech Mahindra 3.04 Cipla 2.92 Dr. Reddy's Laboratories 2.09 Axis Bank 3.26 Nuvoco Vistas Corporation 2.75 Bajaj Auto 1.25 Star Health and Allied Insurance Company 2.72 Indusind Bank 1.82 Aditya Birla AMC 2.49 ICICI Bank 6.82 Eicher Motors 0.2 CMS Info Systems 0.15 Container Corporation Of India 2.35 Kotak Mahindra Bank 3.72 Exide Industries 2.76 Crompton Greaves Con. Electricals 2.81 Mahindra & Mahindra 1.43 Gujarat State Petronet 1.68 LIC Housing Fin. 2.47 ICICI Prudential 3.68 GAIL (India) 2.58 HDFC Bank 9.11 Tata Steel 1.59 Wipro 3.57 ICICI Lombard Gen. Insurance 2.13 Lupin 1.13 State Bank of India 4.73 Bharti Airtel 3.22 Hero Motocorp 4.14
Debt & Others (6.76%) Sector Allocation Treasury Bills 0.04 Repo 6.41 Net Receivables 0.31 Debt Credit Ratings Debt Category Others 6.72 Reserve Bank of India 0.04
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.4%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dhaval Gala
Education Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
Chanchal Khandelwal
Education Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 6
Date of Incorporation 2020-12-24
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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