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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

    • ABSL ESG Integration Strategy Fund

    Equity Thematic

    An open ended equity scheme investing in Environment, Social & Governance (ESG) theme by following Integration Strategy.

    AUM (In crores)

    NAV

    Annualized Returns %

    Annualized

    Returns %

    1 Year

    3 Year

    5 Year

    Since Inception

    Aditya Birla Sun Life ESG Integration Strategy
    Fund

    SIP Amount
    Min . ₹ 100
    Lumpsum Amount
    Min. ₹ 500

    Fund Overview

    Aditya Birla Sun Life ESG Integration Strategy Fund is an open-ended equity scheme investing in companies following Environment, Social & Governance (ESG) theme.

    Investment 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

    The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.

    Click here to know more about Equity Funds

    Why one can invest:

    • check-circle

      If you are looking for long-term capital growth from your investment through an equity-oriented investment

    • If you are looking to invest in an ESG theme – i.e.: to capitalise on the sustainable, growth potential of ESG compliant stocks

    • If you are looking to mitigate risks that come from non-compliance with ESG parameters

    • If you are looking to invest in a sectoral diversified portfolio of stocks with investments as little as Rs.500

    • If you are looking for an investment avenue for your long-term investing goals – 5 years or more

      Click here to know more about equity mutual funds

    Fund Details

    CAGR

    Latest NAV

    (as on )

    AUM

    ()

    Inception Date

    ()

    Risk

    Investment Horizon

    Long term, 5 years or more

    Annualized Benchmark Returns

    Min Investment

    Entry load

    NIL

    Exit load

    1%

    information icon
    For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV.

    Total Expense Ratio (TER)

    Sharpe Ratio

    Beta Ratio

    Other Parameters

    Standard Deviation

    Modified Duration

    -

    Yield to Maturity

    -

    Portfolio Turnover:

    -

    Average Maturity

    -

    Macaulay Duration

    -

    Net Equity Exposure

    -

    Fund Managers

    Mr. Chanchal Khandelwal

    Chanchal Khandelwal is a Fund Manag...
    Read More

    Mr. Dhaval Joshi

    Dhaval Joshi has an overall experie...
    Read More

    Riskometer

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    (An open ended equity scheme investing in Environment, Social & Governance (ESG) theme by following Integration Strategy)

    This product is suitable for investors who are seeking

    • -Long Term Capital Appreciation

    • -An equity scheme that invests in companies following the Environment, Social & Governance (ESG) theme

    *Investors should consult their financial advisers if in doubt whether the product is suitable for them

    Portfolio & Sector Holdings

    Retail

    % of Net Assets

    Sector Holdings

    Dividend History

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Investment Performance

    IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:
    Declared on date IDCW Yield (Regular Plan) IDCW Per Unit Cum IDCW NAV

    Fund Summary

    - The key aspect of stock analysis is to focus on consistency and sustainability of profits. Companies with the ability to sustain profit levels can truly grow and their stocks can appreciate over the long term.

    - A relatively new and emerging investing theme that identifies companies that have the potential for long term, sustainable performance is the ‘ESG theme’.

    - ESG investing identifies high quality companies that meet the ESG parameters – Environmental impact, social responsibility and Corporate Governance

    - Companies that integrate these practices, are more efficient, socially responsible and well-governed. Ultimately being able to lower their business risks, on the path to long term sustainability and higher growth.

    - Aditya Birla Sun Life ESG Fund is an open-ended thematic equity-oriented fund that invests in stocks that follow the ESG theme. It seeks out companies with strong ESG practices, screening out non-compliant companies. The objective being to build a portfolio of stocks that can generate better and sustainable long-term risk-adjusted returns.

    - The fund seeks to earn capital growth over a long-term investing period

    - Click Here to know what is Equity fund?

    Fund discipline

    - The Scheme aims to allocate a minimum of 80% (up to 100%) of its net assets to equity and equity related instruments of companies following the ESG them

    - The scheme can also allocate up to 20% of its net assets into other equity related instruments, debt and money market instruments or units issued by REITs and INVITs.

    - The Scheme will combine traditional, fundamental, bottom-up financial analysis along with the ESG analysis

    - The Scheme does not intend to invest in sectors which are deemed as unfavourable from the societal perspective. Based on available sectors, stocks universe will be screened on which ESG scoring would be done.

    Tax Applicability

    Investment held for less than 12 months

    Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).

    Investment held for more than 12 months

    Long Term Capital Gain Tax would be applicable. Long term capital gains tax is 10% without indexation (plus applicable surcharge and cess) provided the gain in a financial year is over Rs 1 Lakh. Cumulative Long term capital gains on equity and equity oriented funds upto Rs 1 Lakh in a financial year is not taxable.

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Forms & Downloads

    Portfolio

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    KIM

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    SID

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    For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV.

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    For redemption/switch-out of units on or before 90 days from the date of allotment:1.00% of applicable NAV.

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    14.55 %

    Annualized Returns

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    Lac + Investor and Counting
    Since Inception
    1Y
    3Y
    5Y

    AUM:

    NAV:

    Exit Load Duration:

    90 D
    img

    For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV.

    Start SIP
    Lumpsum

    Don’t know where to start? Start here!

    Frequently Asked Questions

    Investment in this fund can be made in two ways:

    o Direct Plan –Purchase of units of the fund directly from the fund house i.e.: Aditya Birla Sun Life Mutual Fund
    o Regular Plan – Purchasing units of the fund from a mutual fund distributor or broker

    Both these plans have the same investment portfolio. However, owing to the different expense ratios charged by them, they have separate NAVs.

    To redeem your investments in the direct plan of Aditya Birla Sun Life ESG Fund, you can use their mobile app or desktop webpage and select a specified amount or number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.

    Yes, the Aditya Birla Sun Life ESG Integration Strategy Fund offers both SIP and lumpsum investing options to investors. The choice of mode of investing will be guided by your investing objective, risk appetite, investing term and affordability.

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