Aditya Birla Sun Life ESG Fund Direct Growth

What If You Invested

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Aditya Birla Sun Life ESG Fund Direct Growth

Name: Aditya Birla Sun Life ESG Fund Direct Growth
Brand: Aditya Birla Sun Life
SKU: F00001630K
Price: 14.1 INR
Availability: InStock

Equity

Direct

Very High Risk

Equity - Esg

NAV: ₹ 14.1 as on 27-10-2021

Fund Overview

Expense ratio	0.27%
Benchmark	Morningstar India Sustain NR INR
AUM	₹1116 Cr
Inception Date	24 December, 2020
Min Lumpsum/SIP	₹500/₹500
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	5.48%

Fund Distribution

Equity 98.9%
Debt & Cash 1.1%

Size breakup

Large cap

73.43%

Mid cap

26.57%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings45

Equity Holdings43

Debt Holdings2

Infosys Ltd	8.2%
Bajaj Finance Ltd	6.5%
Larsen & Toubro Infotech Ltd	6%
MindTree Ltd	4.8%
HCL Technologies Ltd	4.6%
HDFC Bank Ltd	4.2%
Axis Bank Ltd	3.6%
JK Cement Ltd	3.3%

See all

Fund Highlights

Fund Manager

Satyabrata Mohanty,Vinod Bhat

About the fund

This fund has delivered an average annual returns of 41.1% since inception which is more than its category average return of 39.15%

Fund Allocations

This fund has an allocation of 98.9% in Equity, 0% in Debt and 1.1% in Cash related instruments

AUM size ₹1116 Cr

This fund has AUM of ₹1116 Cr which is less than its category average of ₹ 1471 Cr

Expense Ratio 0.27%

This fund has an expense ratio of 0.27% which is less than its category average expense ratio of 1.34%

AMC details

Fund House

Aditya Birla Sun Life AMC Ltd

connect@birlasunlife.com

Phone

+912243568000

Address

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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US stocks watchlist

Tech	28.9%
Financial Services	26.3%
Cyclical	12%
Industrial	10.1%
Health	7.5%
Basic Materials	6.4%
Communication	3.6%
Defensive	3.3%
Real Estate	1.3%
Energy	0.7%