Aditya Birla Sun Life ESG Integration Strategy Fund Regular-Growth
The fund is rated 3 stars. The strongest area was balance between returns and downside risk, while investment selection within each asset type and investment selection within each industry provided some support. Higher annual fee of 2.44% was a minor drawback.
This fund has a ok track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 579.652 AUM and a 2.44 expense ratio. Considering all these factors, we have rated this fund as 3.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 8 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 30 Sep 2026
Market-cap split
Sector allocation
Holdings (53)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| ICICI Bank Ltd. | 8.54% | ₹46.26 Cr | 3,50,000 |
| HDFC Bank Ltd. | 4.41% | ₹23.9 Cr | 3,37,224 |
| Bharti Airtel Ltd. | 4.04% | ₹21.88 Cr | 1,24,557 |
| Axis Bank Ltd. | 3.72% | ₹20.15 Cr | 1,64,346 |
| Kotak Mahindra Bank Ltd. | 3.65% | ₹19.78 Cr | 4,74,450 |
| TVS Motor Company Ltd. | 3.42% | ₹18.51 Cr | 45,081 |
| Sona BLW Precision Forgings Ltd. | 3.40% | ₹18.4 Cr | 2,21,683 |
| State Bank of India | 3.03% | ₹16.4 Cr | 1,70,956 |
| Infosys Ltd. | 2.66% | ₹14.4 Cr | 1,44,873 |
| Eternal Ltd. | 2.66% | ₹14.4 Cr | 4,50,000 |
Fund details
Long term capital appreciation. An equity scheme that investing in Environment, Social & Governance (ESG) theme by following Integration Strategy.
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
Exit load of 1%, if redeemed within 30 days.