Aditya Birla Sun Life ESG Integration Strategy Fund
Aditya Birla Sun Life ESG Integration Strategy Fund
Thematic-ESGRank #4
Not Rated
NAV (2026-07-14)
₹17.76
AUM
₹563.84 Cr
Exp. Ratio: 2.42%
RISK LEVEL
Very High
Returns & Performance
1 Year-0.45%0.64% vs cat avgRank #2
3 Year10.84%0.35% vs cat avgRank #3
5 Year8.74%0.81% vs cat avgRank #5
Since Launch10.89%--
Fund vs Category Average
1Y
-0.45%+0.64%
3Y
10.84%+0.35%
5Y
8.74%-0.81%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔No lock-in period
✔Top-5 ranked in category for 1Y (#2)
✔Overall top-10 rank in category (#4)
Cons
✖5Y returns below category average
✖Higher expense ratio (2.42%)
ISININF209KB1U43
NAV₹17.76
NAV Date2026-07-14
AUM₹563.84 Cr
Expense Ratio2.42%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23
INVESTMENT OBJECTIVE
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Jonas Bhutta
Mr. Bhutta has done B.Com and MBA, Finance
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Phillip Capital (India) Pvt Ltd, DSP Merrill Lynch, Daiwa Securities SMBC, Prabhudas Lilladher and HDFC Securities
