Comprehensive analysis of Aditya Birla SL ESG Integration Strategy Fund (IDCW) (41772) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Established Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Fund manager experience
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 0.58% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 9.38% |
| HDFC Bank Ltd | Banks | 5.39% |
| Kotak Mahindra Bank Ltd | Banks | 4.43% |
| Infosys Ltd | IT - Software | 4.30% |
| Bharti Airtel Ltd | Telecomm-Service | 4.10% |
| J K Cements Ltd | Cement | 2.90% |
| Axis Bank Ltd | Banks | 2.78% |
| LTIMindtree Ltd | IT - Software | 2.43% |
| Tata Consultancy Services Ltd | IT - Software | 2.40% |
| AU Small Finance Bank Ltd | Banks | 2.35% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1540.61 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1383.22 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹565.29 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹542.41 | 13.18% | -7.36% | 10.35% |
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