3 Year return

14.59%
Launched on December 2020 (4 years)

Investment Details

₹100

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹666.43 Cr.

Expense Ratio

1.33% (inclusive of GST)

Exit Load

For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment - Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Aditya Birla Sun Life Mutual Fund Managers

SM

Satyabrata Mohanty

Fund Manager since Jun 2009

View Details

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹332,579.31 Cr.
No. of Schemes 226
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life ESG Fund Direct Plan Growth

The Aditya Birla Sun Life ESG Fund Direct Plan Growth is a mutual fund offered by Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life Mutual Fund is a reputable asset management company known for its diverse range of funds. This particular fund falls under the category of Environment, Social, and Governance (ESG) funds. The Aditya Birla Sun Life ESG Fund Direct Plan Growth is an open-ended fund. As an open-ended fund, you have the flexibility to buy and sell units of the fund on any business day. The fund's expense ratio is lower than the category average. This means that the fund charges lower fees, which can help improve your returns.

Investment Objective of the Scheme

The primary objective of the Aditya Birla Sun Life ESG Fund Direct Plan Growth is to generate long-term capital appreciation by investing in companies that demonstrate strong environmental, social, and governance practices. The fund aims to create a portfolio of companies that align with sustainability criteria while seeking financial performance.

Key Features of The Fund

5-year return NA
Expense Ratio 1.33%
Fund Manager Satyabrata Mohanty
Fund Size ₹666.43 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund could be suitable for investors who wish to invest in a socially responsible manner, aligning their investments with companies that exhibit positive environmental, social, and governance attributes. It might appeal to individuals who prioritize investing in companies with sustainable business practices and positive societal impact. Investors who are inclined toward responsible investing and have a moderate risk tolerance may find this fund appealing.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Aditya Birla Sun Life ESG Integration Strategy Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life ESG Integration Strategy Fund Jun 14 2024 is 17.29

What is the AUM of Aditya Birla Sun Life ESG Integration Strategy Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life ESG Integration Strategy Fund is 666.43 crore.

What is the expense ratio of Aditya Birla Sun Life ESG Integration Strategy Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life ESG Integration Strategy Fund is 1.33%

What are the returns of Aditya Birla Sun Life ESG Integration Strategy Fund since inception?

The Aditya Birla Sun Life ESG Integration Strategy Fund was launched on Dec 04 2020. The fund has delivered a CAGR of 17.07 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life ESG Integration Strategy Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life ESG Integration Strategy Fund is 100.

How do I invest in Aditya Birla Sun Life ESG Integration Strategy Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life ESG Integration Strategy Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life ESG Integration Strategy Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life ESG Integration Strategy Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.