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Aditya Birla Sun Life ESG Fund | ESG Fund - ABSLMF

Aditya Birla Sun Life ESG Fund

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

Class: Equity
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
  • Class - Equity
  • Category - Thematic
  • Min Investment - Rs. 500/-
  • Fund Manager - Mr. Satyabrata Mohanty
  • Latest NAV - 10.67 (as on 09-Apr-2021)
  • Inception Date - Dec 04, 2020
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Fund Performance

Graphical Data

Trailing Return

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*Annualized returns are displayed for 1 year and above.

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Fund Management

  • Mr. Satyabrata Mohanty

    Total Experience : 17 years

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    ​Mr. Satyabrata Mohanty is a CA, CFA. He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining ABSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.
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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%

Trailing Return

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Funds are bucketed on various parameters.
*Annualized returns are displayed for 1 year and above.
Annual return for 2017 will be added shortly.

Annualized Returns

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Portfolio and Sector Holdings

Top 10 Holdings (As on 28.02.2021)

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Fund Summary

Entry Load
Exit Load
Load Comments
NIL
For redemption / switch-out of units within 90 days from the date of allotment: 0.50% of applicable NAV.
The Load Structure is subject to change from time to time and shall be implemented prospectively and will be calculated on First in First Out (FIFO) basis. For further details on Load Structure, please refer Section IV of this Scheme Information Document

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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Disclaimer

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

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