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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★ISIN INF209KB1U43
NAV · 06-Jul-2026
17.8900
1M
+4.58%
6M
-4.65%
1Y (CAGR)
-0.72%
3Y (CAGR)
+11.41%
5Y (CAGR)
+9.15%
Since inception (CAGR)
+11.04%

NAV history

14.1315.8617.5904-07-202303-07-202617.82
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
13.36%
Downside dev (3y)
9.70%
Max drawdown (3y)
-18.3%
Sharpe (3y)
0.37
SIP XIRR (3y)
+5.99%
SIP XIRR (5y)
+8.61%
Calendar-year returns
2021 +37.4%2022 -13.4%2023 +22.2%2024 +21.6%2025 +4.3%

Fund facts

Fund managerJonas Bhutta
AUM₹5,586 Cr
TER · AMFI officialDirect 1.43% · Regular 2.43% (2026-06-30)
Launch date04-Dec-2020
Plan typeOpen Ended · Equity
Min lumpsum500
Lock-inNone
Volatility14.51
AMCAditya Birla Sun Life AMC Limited

Objective · The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy.

scheme documents ↗