May 16, 2026
RA Jainee
Aditya Birla (ABSL) ESG Integration Strategy Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 18.45 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 16.09 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 ESG TRI |
| AUM Rs. | 566 Cr |
| (As on 30-Apr-2026) | |
| Expense | 1.41% |
| 1 Year Return (%) | 0.00 |
| 3 Year Return (%) | 13.52 |
| 5 Year Return (%) | 12.38 |
| 10 Year Return (%) | — |
| Return Since Launch | 12.04% |
⚖️ Sahifund Review – Aditya Birla Sun Life ESG Integration Strategy Fund ✔
PLUS:
✓ Backed by the strong institutional research and fund management capabilities of Aditya Birla Sun Life Mutual Fund.
✓ 3-year and 5-year returns have remained reasonably consistent and slightly ahead of several ESG category peers.
✓ Fund has outperformed the broader benchmark over medium-term periods despite volatile market conditions.
✓ Low turnover ratio of 16% reflects stable portfolio management and disciplined long-term investing approach.
✓ Diversified portfolio of 56 stocks reduces excessive concentration risk within the ESG theme.
✓ ESG-focused investing can benefit from rising institutional preference for governance, sustainability and quality businesses.
✓ Suitable for SIP investors seeking relatively stable large-cap oriented ESG exposure for long-term wealth creation.
MINUS:
⚖️ Expense ratio of 1.41% is relatively high compared to several competing ESG and diversified equity funds.
⚖️ 1-year return remains flat at 0%, indicating weak recent momentum despite favourable market conditions.
⚖️ Large-cap allocation above 74% may limit aggressive alpha generation during mid-cap rallies.
⚖️ ESG themes remain relatively niche in India and may underperform during cyclical or momentum-driven bull phases.
⚖️ Top 3 sectors account for nearly 75% exposure, creating moderate sector concentration risk.
⚖️ Portfolio strategy may lean toward defensive and quality-oriented businesses, limiting sharp upside participation.
⚖️ Investors looking for pure growth-oriented returns may find flexi-cap or mid-cap funds more rewarding over long periods.
Sahifund View (Decisive Line):
Aditya Birla Sun Life ESG Integration Strategy Fund may suit disciplined SIP investors seeking quality-focused ESG exposure, but diversified flexi-cap funds still remain a more practical core portfolio choice for most long-term investors.
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
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:
TThe 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 | 12.04% |
| Benchmark | NIFTY 100 ESG TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 566 Cr |
| (As on 30-Apr-2026) | |
| Expense | 1.41% |
| (As on 30-Apr-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 16.00% |
Aditya Birla ESG Integration Strategy Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL ESG Integration Strategy Dir | -7.15 | 0.93 | -0.97 | -6.01 | -5.87 | 0.00 | 13.52 | 12.38 | — | — |
| BSE 100 TRI | -8.00 | 1.08 | 0.12 | -5.83 | -7.27 | -1.43 | 11.81 | 12.39 | — | — |
| Equity: Thematic-ESG | -6.54 | 0.88 | 1.02 | -4.32 | -6.39 | -1.50 | 12.99 | 12.20 | — | — |
| Rank within category | 3 | 5 | 10 | 7 | 2 | 2 | 3 | 3 | — | — |
| Number of funds in category | 10 | 11 | 11 | 10 | 10 | 10 | 9 | 9 | 1 | 1 |
Peer Comparison of Aditya Birla 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 | 0.00 | 13.52 | 12.38 | 1.41 | 566 | 12.04 | 1.00 (30) | 5Y 4M | 16.00 |
| SBI ESG Exclusionary Strategy Dir | Unrated | -1.73 | 11.45 | 11.81 | 1.31 | 5,265 | 13.11 | 1.00 (365) | 13Y 4M | 22.00 |
| ICICI Pru ESG Exclusionary Strategy Dir | Unrated | -4.22 | 16.26 | 13.17 | 0.99 | 1,351 | 15.34 | 1.00 (365) | 5Y 7M | 30.00 |
| Axis ESG Integration Strategy Dir | Unrated | -2.58 | 10.98 | 9.41 | 1.35 | 1,072 | 13.32 | 1.00 (365) | 6Y 3M | 51.00 |
| Kotak ESG Exclusionary Strategy Dir | Unrated | -1.19 | 12.26 | 10.52 | 0.90 | 752 | 11.03 | 0.50 (90) | 5Y 5M | 22.63 |
Aditya Birla (ABSL) ESG Integration Strategy Fund Portfolio
| No. of Stocks | 56 |
| Top 10 Stocks | 39.17% |
| Top 5 Stocks | 24.42% |
| Top 3 Sectors | 74.78% |
| Portfolio P/B Ratio | 3.51 |
| Portfolio P/E Ratio | 25.27 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,06,937 | 2,37,042 |
| Giant (%) | — | — |
| Large (%) | 74.59 | 72.61 |
| Mid (%) | 15.44 | 13.80 |
| Small (%) | 9.97 | 16.31 |
| Tiny (%) | — | — |
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR https://mutualfund.adityabirlacapital.com/portal/investor/login
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Quicklinks