Aditya Birla Sun Life ESG Integration Strategy Fund
Current NAV
₹18.98
1Y Return
-1.1%
3Y Return
+12.5%
5Y Return
+10.6%
AUM
₹555 Cr
Expense Ratio (Direct)
--
Category
Sectoral/Thematic
Top Holdings
Top 20 of 53 stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
ICICI Bank Limited
Banks
HDFC Bank Limited
Banks
Bharti Airtel Limited
Telecom - Services
Axis Bank Limited
Banks
Kotak Mahindra Bank Limited
Banks
Infosys Limited
IT - Software
Hindalco Industries Limited
Non - Ferrous Metals
TVS Motor Co Ltd
Automobiles
SONA BLW PRECISION FORGING LTD
Auto Components
Bajaj Finance Limited
Finance
AU Small Finance Bank Limited
Banks
Mahindra & Mahindra Limited
Automobiles
APOLLO HOSPITALS ENTERPRISE LT
Healthcare Services
SAMVARDHANA MOTHERSON INTL LTD
Auto Components
ICICI Prudential Asset Management Co Limited
Capital Markets
Shriram Finance Limited
Finance
Hindustan Unilever Limited
Diversified FMCG
Zomato Ltd
Retailing
V-Mart Retail Limited
Retailing
Varun Beverages Limited
Beverages
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Aditya Birla Sun Life ESG Integration Strategy Fund
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹119,340
Invested: ₹1,20,000
3 Year SIP
₹405,000
Invested: ₹3,60,000
5 Year SIP
₹727,200
Invested: ₹6,00,000
Invest in Aditya Birla Sun Life ESG Integration Strategy Fund
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with Aditya Birla Sun Life ESG Integration Strategy Fund.
View full overlap analysis →More Sectoral/Thematic Funds
About Sectoral/Thematic Funds
Sectoral/Thematic mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the sectoral/thematic profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Sectoral/Thematic fund like Aditya Birla Sun Life ESG Integration Strategy Fund, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Sectoral/Thematic funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Aditya Birla Sun Life ESG Integration Strategy Fund good for SIP?
Aditya Birla Sun Life ESG Integration Strategy Fund is a Sectoral/Thematic fund with very-high risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Sectoral/Thematic funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Aditya Birla Sun Life ESG Integration Strategy Fund is categorized as very-high risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. Higher risk funds may deliver better long-term returns but expect 20-40% drawdowns during market corrections.
How to invest in this fund?
You can invest in Aditya Birla Sun Life ESG Integration Strategy Fund (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.