Aditya Birla Sun Life Esg Integration Strategy Fund Regular Plan Idcw

Risk: Very High
₹ 17.50
NAV (Jul 26,2024)

The Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW is a unique investment opportunity that focuses on environmental, social, and governance (ESG) factors. With a low expense ratio of 2.35%, this fund aims to provide long-term growth and stability. The fund was established on December 24, 2020, and requires a minimum investment of INR 500. With a price-to-earnings ratio of 42.59 and a price-to-book ratio of 8.70, this fund offers potential for attractive returns.

Aditya Birla Sun Life Esg Integration Strategy Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Esg Integration Strategy Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    42.59
  • P/B Ratio
    UM_URBAN_MONEY

    8.70
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.90
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.35%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 725.09 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,484.95 (14.85%)₹ 11,915.34 (19.15%)₹ 13,076.92 (30.77%)₹ 14,712.94 (47.13%)₹ -- (--)
₹ 30,000₹ 34,454.85 (14.85%)₹ 35,746.02 (19.15%)₹ 39,230.76 (30.77%)₹ 44,138.82 (47.13%)₹ -- (--)
₹ 50,000₹ 57,424.75 (14.85%)₹ 59,576.7 (19.15%)₹ 65,384.6 (30.77%)₹ 73,564.7 (47.13%)₹ -- (--)
₹ 80,000₹ 91,879.6 (14.85%)₹ 95,322.72 (19.15%)₹ 1,04,615.36 (30.77%)₹ 1,17,703.52 (47.13%)₹ -- (--)
₹ 1,00,000₹ 1,14,849.5 (14.85%)₹ 1,19,153.4 (19.15%)₹ 1,30,769.2 (30.77%)₹ 1,47,129.4 (47.13%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited9.17%
  • Infosys Limited7.84%
  • HDFC Bank Limited7.27%
  • LTIMindtree Ltd5.87%
  • ABB India Limited3.56%
  • Bajaj Finance Limited3.54%
  • Mahindra & Mahindra Limited3.52%
  • Titan Company Limited3.40%
  • TVS Motor Company Limited3.19%
  • HCL Technologies Limited3.12%
  • Tata Consultancy Services Limited2.93%
  • Sona BLW Precision Forgings Limited2.83%
  • Blue Star Limited2.62%
  • Axis Bank Limited2.50%
  • JK Cement Limited2.40%
  • Coforge Limited2.39%
  • Clearing Corporation of India Limited2.19%
  • Kajaria Ceramics Limited2.18%
  • Birlasoft Limited1.98%
  • Hindustan Unilever Limited1.97%
  • Bharti Airtel Limited1.93%
  • State Bank of India1.87%
  • POLYCAB INDIA Limited1.75%
  • Page Industries Limited1.68%
  • AU Small Finance Bank Limited1.63%
  • Aditya Birla Fashion and Retail Limited1.46%
  • Hero MotoCorp Limited1.40%
  • V Mart Retail Limited1.28%
  • Oberoi Realty Limited1.26%
  • Avenue Supermarts Limited1.21%
  • Endurance Technologies Limited1.19%
  • SBI Life Insurance Company Limited1.19%
  • RBL Bank Limited1.15%
  • Kotak Mahindra Bank Limited1.09%
  • Crompton Greaves Consumer Electricals Limited1.08%
  • TeamLease Services Limited1.02%
  • Syngene International Limited0.99%
  • METROPOLIS HEALTHCARE LIMITED0.73%
  • Schaeffler India Limited0.71%
  • Whirlpool of India Limited0.44%
  • Rolex Rings Limited0.32%
  • Cholamandalam Investment and Finance Company Limited0.29%
  • One Communications Limited0.24%
  • Net Receivables Payables-0.35%

Holdings Analysis

Peer Comparison

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EQUITY

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HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

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Very High

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EQUITY

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SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

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Fund Managers

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FAQ's

What is the risk level associated with the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW?

The Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW is a very high-risk mutual fund that focuses on integrating environmental, social, and governance factors in its investment strategy.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW as of Jul 26,2024?

The current NAV of the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW as of Jul 26,2024 is INR 17.50.

What are the returns generated by the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW has delivered strong returns of 25.60%, 12.20%, and $5yearret over the past 1 year, 3 years, and 5 years, respectively.

What is the expense ratio associated with the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW?

The Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW has a 2.35% expense ratio.

What is the minimum investment amount required for the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW?

The Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW requires a minimum investment amount of INR 500.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW?

Yes, the Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - IDCW offers SIP with a minimum investment of INR 500 per month.

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