Fund Insights
In the last 1 year, Quant ESG Equity Fund Direct Growth has given 12.68% return, outperforming this fund by 20.28%
This fund has one of the lowest expense ratio in the category (equity - esg). Its expense ratio is 0.84% which is lower than the category average expense ratio of 1.53%
Aditya Birla Sun Life ESG Fund Direct Growth is an equity fund. This fund was started on 24 December, 2020. The fund is managed by Vinod Bhat, Satyabrata Mohanty. The fund could potentially beat inflation in the long-run.
1) Aditya Birla Sun Life ESG Fund Direct Growth has a NAV of ₹12.27 as on 08-02-2023.
2) Aditya Birla Sun Life ESG Fund Direct Growth has ₹904 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 0.84 %.
Expense ratio | 0.84% |
Benchmark | Morningstar India Sustain NR INR |
AUM | ₹904 Cr |
Inception Date | 24 December, 2020 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 17.84% |
Aditya Birla Sun Life ESG Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.74% | 0.74% |
6 Month Returns | -2.23% | -2.23% |
1 Year Returns | -7.61% | -7.61% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life ESG Fund Direct Growth | -6.06 | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life ESG Fund Direct Growth | 1.04 | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life ESG Fund Direct Growth | -0.79 | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life ESG Fund Direct Growth | 17.86 | - | - |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.