July 17, 2026
mayank
Aditya Birla (ABSL) ESG Integration Strategy Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 19.22 |
| NAV Bonus (Rs.) | — |
| NAV IDCW Half Yearly (Rs.) | 15.61 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 ESG TRI |
| AUM Rs. | 564 Cr |
| (As on 30-Jun-2026) | |
| Expense | 1.20% |
| 1 Year Return (%) | 0.26 |
| 3 Year Return (%) | 12.14 |
| 5 Year Return (%) | 10.06 |
| 10 Year Return (%) | — |
| Return Since Launch | 12.47% |
Suitable For Which Investors?
ESG funds are suitable for investors:
1. Seeking exposure in shares of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment 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.
Fund Manager:
1) Jonas Bhutta
Education: Mr. Bhutta has done B.Com and MBA, Finance
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Phillip Capital (India) Pvt Ltd, DSP Merrill Lynch, Daiwa Securities SMBC, Prabhudas Lilladher and HDFC Securities
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of Aditya Birla (ABSL) ESG Integration Strategy Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 24-Dec-20 |
| Return Since Launch | 12.47% |
| Benchmark | NIFTY 100 ESG TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 564 Cr |
| (As on 30-Jun-2026) | |
| Expense | 1.20% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 10.00% |
Aditya Birla (ABSL) ESG Integration Strategy Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL ESG Integration Strategy Dir | -3.27 | 0.21 | 2.23 | 1.75 | -2.83 | 0.26 | 12.14 | 10.06 | — | — |
| BSE 100 TRI | -5.60 | 0.21 | 1.39 | 0.98 | -4.01 | -1.97 | 10.07 | 11.00 | — | — |
| Equity: Thematic-ESG | -1.58 | 0.42 | 2.96 | 4.46 | -0.32 | 0.06 | 11.98 | 10.88 | — | — |
| Rank within category | 4 | 10 | 7 | 7 | 6 | 2 | 3 | 4 | — | — |
| Number of funds in category | 10 | 11 | 11 | 11 | 10 | 10 | 9 | 9 | 2 | 1 |
Peer Comparison of Aditya Birla (ABSL) ESG Integration Strategy Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL ESG Integration Strategy Dir | Unrated | 0.26 | 12.14 | 10.06 | 1.20 | 564 | 12.47 | 1.00 (30) | 5Y 6M | 10.00 |
| SBI ESG Exclusionary Strategy Dir | Unrated | -0.16 | 10.38 | 10.48 | 1.11 | 5,347 | 13.30 | 1.00 (365) | 13Y 6M | 22.00 |
| ICICI Pru ESG Exclusionary Strategy Dir | Unrated | -3.67 | 14.30 | 11.66 | 0.92 | 1,342 | 15.62 | 1.00 (365) | 5Y 9M | 48.00 |
| Axis ESG Integration Strategy Dir | Unrated | -1.00 | 9.82 | 8.24 | 1.16 | 1,077 | 13.65 | 1.00 (365) | 6Y 5M | 75.00 |
| Kotak ESG Exclusionary Strategy Dir | Unrated | -1.10 | 10.97 | 9.24 | 0.86 | 746 | 11.43 | 0.50 (90) | 5Y 7M | 21.47 |
Aditya Birla (ABSL) ESG Integration Strategy Fund Portfolio Analysis
| No. of Stocks | 55 |
| Top 10 Stocks | 39.49% |
| Top 5 Stocks | 25.64% |
| Top 3 Sectors | 74.81% |
| Portfolio P/B Ratio | 3.51 |
| Portfolio P/E Ratio | 26.07 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,09,159 | 2,37,029 |
| Large (%) | 73.77 | 72.59 |
| Mid (%) | 18.30 | 13.26 |
| Small (%) | 7.93 | 16.99 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR
https://mutualfund.adityabirlacapital.com/portal/investor/login
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
Quicklinks