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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life ESG Integration Strategy Fund-Regular - Payout of IDCW

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF209KB1U50
NAV · 06-Jul-2026
14.5300
1M
+4.63%
6M
-11.17%
1Y (CAGR)
-7.54%
3Y (CAGR)
+3.93%
5Y (CAGR)
+4.70%
Since inception (CAGR)
+6.92%

NAV history

14.1315.8617.5904-07-202303-07-202614.47
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
15.23%
Downside dev (3y)
14.16%
Max drawdown (3y)
-27.8%
Sharpe (3y)
-0.17
SIP XIRR (3y)
-4.05%
SIP XIRR (5y)
+1.44%
Calendar-year returns
2021 +37.4%2022 -13.4%2023 +22.2%2024 +21.6%2025 -9.1%

Fund facts

Fund managerJonas Bhutta
AUM₹5,586 Cr
Launch date04-Dec-2020
Plan typeOpen Ended · Equity
Min lumpsum500
Lock-inNone
Volatility15.45
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 ↗