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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

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    Aditya Birla Sun Life AMC Limited

    Aditya Birla Sun Life ESG Fund

    (An open-ended equity scheme investing in companies following Environment, Social & Governance (ESG) theme)

    Category: Equity
    Sub-Category: Thematic
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    Investment objective

    To generate long-term capital appreciation by investing in a diversified basket of companies following Environmental, Social and Governance (ESG) theme

    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.

    Fund Details

    • Fund Type - Open-Ended
    • Category - Equity
    • Sub-Category - Thematic
    • Min Investment - Rs. 500/-
    • Fund Manager - Mr. Dhaval Gala & Mr. Dhaval Joshi
    • Latest NAV - 16.93 (as on 03-Jul-2024)
    • Inception Date - Dec 24, 2020
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    Fund Performance

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    *Annualized returns are displayed for 1 year and above.

    Annualized Returns

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    Fund Management

    • Mr. Dhaval Gala

      Total Experience : 15 years

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      Dhaval M. Gala is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an overall experience of 15 years in equity and capital market space. He joined ABSLAMC in February 2011 as a part of the Equity Fund Management and Analyst team. He specializes in Banking and Financial Services sector.

      Prior to joining ABSLAMC, Dhaval has worked with B&K Securities Limited and J P Morgan Chase India Private Limited.

      Dhaval is an MBA in Finance from N L Dalmia Institute of Management and Research, Mumbai.
    • Mr. Dhaval Joshi

      Total Experience : 15 years

      View Full Profile
      Dhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
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    Your Investment Summary

    • Investment AmountRs 5000
    • Initial units per month 29.5
    • Current valueRs 50,000
    • Current NAV value 260
    • Current Units 30
    • XIRR

      Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

             5.10%
    • Benchmark XIRR

      Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

             8%

    Portfolio and Sector Holdings

    Top 10 Holdings (As on 31.05.2024)

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    Issuer % to Net Assets
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    Fund Summary

    Entry Load
    Exit Load
    Load Comments
    NIL
    For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV.
    For redemption / switch-out of units after 30 days from the date of allotment: Nil

    Highlights

    • Environmental impact – companies that have eco-friendly policies
    • Social responsibility – companies that protect interest of people
    • Corporate Governance practices – companies that work with transparency

    This is an open ended thematic equity scheme investing in companies following ESG theme where it will follow a bottom-up approach for portfolio construction.

    • The fund will maintain a market cap agnostic portfolio with 60-80% in Large Cap and remaining in Mid & Small Cap
    • The fund will seek to have a focused portfolio of 40-50 ESG compliant companies with high growth potential
    • Fund will seek to maintain a “True to Label” portfolio by excluding non-conforming sectors/companies

    The fund is suitable for Long term Equity Investors with an Investment horizon of 5 years and above.

    It is an open-ended equity scheme investing in companies following Environment, Social & Governance (ESG) theme.

    The Scheme will seek to invest minimum 80% of its net assets in equity & equity related instruments. It could also invest in foreign securities up to 35% of its net assets.

    The Scheme will follow a diligent investment approach to seek out ESG compliant stocks:

    • Companies would first be scored on the 3 pillars of ESG basis their actions:

    • Environmental impact on the planet and resources

    • Social responsibility towards customers, employees, investors and the public at large

    • Robust, implemented Corporate Governance practices for transparency and stability of management

    • Non-conforming companies’ stocks will be excluded

    • ESG compliant stocks with high growth potential would then be selected.

    Why invest in ESG Fund Now?

    • ESG Investing Approach: ESG investing looks for companies which in addition to robust financials, have sound governance practices & tenable business models as well. This can help in delivering reasonable returns along with positive societal impact over the long term.
    • Risk Mitigation for your portfolio: This scheme looks to avoid modern-day risks that can arise from non-compliance with ESG parameters, thus having potential for providing better risk-adjusted returns.
    • Emerging Investing Theme: ESG concept is a well-established theme globally. It is nascent in India, thus offering the potential to generate reasonable returns over the long term.
    • Capitalising on opportunities:, The need for sustainability gives rise to several new business opportunities which this fund seeks to reap returns from

    Aditya Birla Sun Life ESG Fund

    (An open-ended equity scheme investing in companies following Environment, Social & Governance (ESG) theme)

    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

    Moderately High Risk
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    • Dividend history
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    Disclaimer

    For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.