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 Dhaval Gala. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.39% |
Benchmark | Morningstar India Sustain NR INR |
AUM | ₹677 Cr |
Inception Date | 24 December, 2020 |
Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 37.55% |
Size breakup
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.75% | 2.75% |
6 Month Returns | 15.33% | 15.33% |
1 Year Returns | 32.1% | 32.1% |
3 Years Returns | 53.52% | 15.36% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth | -3.89 | -1.76 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth | 0.9 | 0.96 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth | 1.89 | 0.57 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth | 10.41 | 14.52 | - |