Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth

Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth is an equity fund. This fund was started on 24 December, 2020. The fund is managed by Chanchal Khandelwal. The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth has ₹653 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 1.4.
   

Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth has given a CAGR return of 15.22% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 5.36% and 18.69% respectively.

Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Consumer Defensive, Industrial, Basic Materials, Communication, Health, Real Estate. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Kotak Mahindra Bank Ltd, Infosys Ltd, Bharti Airtel Ltd

As it is a equity - esg mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth has no lock in period.