QUICK FUND SUMMARY
Aditya Birla Sun Life ESG Integration Strategy Fund Growth is an equity mutual fund managing assets worth ₹563.84 Cr. The current NAV is ₹17.88 as of Jul 20. It has delivered a 5-year CAGR of 9.05%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds ICICI Bank Ltd., HDFC Bank Ltd., Bharti Airtel Ltd., Infosys Ltd. and Kotak Mahindra Bank Ltd..
Aditya Birla Sun Life ESG Integration Strategy Fund Details
Fund Size | ₹563.84 Cr |
Type | Equity: Sectoral/Thematic |
Minimum Investment | ₹100 |
NAV (Jul 20) | ₹17.88 |
Plan Type | Regular |
Launch Date | 24 Dec 2020 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 2.42% |
Withdrawal Charge | Exit load of 1%, if redeemed within 30 days. |
Aditya Birla Sun Life ESG Integration Strategy Fund Holdings
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹614
Your Total Value could have reached:
₹4,214
Aditya Birla Sun Life ESG Integration Strategy Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Aditya Birla Sun Life ESG Integration Strategy Fund
Aditya Birla Sun Life ESG Integration Strategy Fund is a Growth Equity mutual fund managed by Aditya Birla Sun Life Mutual Fund.
The current NAV of Aditya Birla Sun Life ESG Integration Strategy Fund is ₹17.88 as of Jul 20.
You can invest in Aditya Birla Sun Life ESG Integration Strategy Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Aditya Birla Sun Life ESG Integration Strategy Fund is ₹100.
The expense ratio of Aditya Birla Sun Life ESG Integration Strategy Fund is 2.42%.
Aditya Birla Sun Life ESG Integration Strategy Fund has an exit load as follows: exit load of 1%, if redeemed within 30 days.
Short-term capital gains (STCG) on Aditya Birla Sun Life ESG Integration Strategy Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.