Aditya Birla Sun Life ESG Fund Regular Growth
Medium
Risk
Equity
Other
+
11.91
%
11.91
%
3Y annualised
+
0.13
%
0.13
%
1D
1M
6M
1Y
3Y
All
Fund size
699
NAV:
Mar 7, 2024
14.9
Sector
Tech
Type
Equity
Launched
Dec 2020
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
10.04
%
Infosys Ltd
8.82
%
LTIMindtree Ltd
5.13
%
ABB India Ltd
4.3
%
HCL Technologies Ltd
3.68
%
Blue Star Ltd
3.64
%
TVS Motor Co Ltd
3.49
%
Tata Consultancy Services Ltd
3.28
%
HDFC Bank Ltd
3.18
%
Sona BLW Precision Forgings Ltd
3.14
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life ESG Fund Regular Growth
More details
Investment objective
The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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