Investment Objective and Approach

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. The fund focuses on seeking exposure in shares of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters for high returns.

The fund follows an ESG Integration Strategy which means it incorporates environmental, social, and governance factors into the investment decision-making process. The fund's performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an additional benchmark. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Technology, Consumer Cyclical, Industrials, Consumer Defensive.

Key Investment Features:

- Minimum SIP investment: ₹100

- Minimum lumpsum investment: ₹500

- Fund launched on: 24 Dec 2020

- Risk level: Very High

Fund Managers

The fund is managed by Chanchal Khandelwal and Dhaval Joshi. Mr. Chanchal Khandelwal manages 6 total schemes, while Mr. Dhaval Joshi manages 36 total schemes. The fund managers have extensive experience of 15 years while managing equity & related investments. They are focused on picking quality companies and holding them for a long duration to generate good compounding returns in their funds.

Fund Manager Details:

- Chanchal Khandelwal: Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd. Mr. Khandelwal has done B.Com.(H) and MBA (Finance).

- Dhaval Joshi: Experienced fund manager with significant expertise in equity investments and portfolio management.

About the Fund House (AMC)

Aditya Birla Sun Life AMC Limited (ABSLAMC) was established in 1994 as a joint venture between Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. Aditya Birla Sun Life Mutual Fund is the 4th largest Fund house in India based on domestic average assets under management as published by AMFI for the quarter ended Dec 31, 2021.

Key Highlights:

- ABSLAMC is one of the largest non-bank affiliated AMCs in India managing AUM of ₹4,004 Bn in overall quarterly average assets under management (AUM) as of Q2 FY25.

- The company has garnered close to 7.6 million investor scheme accounts (as of Dec 31, 2021).

- Aditya Birla Capital Limited is part of the US$67 billion global conglomerate Aditya Birla Group, which is in the league of Fortune 500. The Group is anchored by over 227,500 employees belonging to 100 nationalities and has over seven decades of responsible business practices.

Business Operations:

- ABSLAMC offers investors a comprehensive range of investment options, including diversified and sector specific equity schemes, hybrid funds and a wide range of debt and treasury products.

- The company also operates multiple alternate strategies including Portfolio Management Services, Real Estate Investments and Alternative Investment Funds.

Should I Invest in Aditya Birla Sun Life ESG Integration Strategy Fund?

This fund is suitable for investors who:

Ideal Investor Profile:

- Believe in sustainable investing and ESG principles

- Have a long-term investment horizon (5+ years)

- Can tolerate high volatility and market fluctuations

- Want exposure to companies with strong environmental, social, and governance practices

- Seek potential for capital appreciation through equity investments

Performance Metrics:

- Current AUM: ₹636.56 crores as of 27 Jun 2025

- 1-year absolute returns: 9.72%

- 3-year CAGR: 20.38%

- Direct plan expense ratio: 1.43%

- Regular plan expense ratio: 2.41%

Risk Considerations:

- High volatility due to equity exposure

- ESG theme may limit investment universe

- Market risks associated with equity investments

- Exit load: 1.00% for redemption within 30 days from allotment

Tax Implications:

- Short-term capital gains (within 1 year): 20% tax

- Long-term capital gains (after 1 year): 12.5% tax on gains exceeding ₹1.25 lakhs annually

FAQs

What is today's NAV of Aditya Birla Sun Life ESG Integration Strategy Fund?

The NAV changes daily based on market conditions. Check the latest NAV on your investment platform or the fund house website for current pricing.

What is the AUM of Aditya Birla Sun Life ESG Integration Strategy Fund?

The fund's Assets Under Management (AUM) is ₹636.56 crores as of 27 Jun 2025.

What is the expense ratio of Aditya Birla Sun Life ESG Integration Strategy Fund?

The direct plan has an expense ratio of 1.43%, while the regular plan has an expense ratio of 2.41%.

What are the returns of Aditya Birla Sun Life ESG Integration Strategy Fund since inception?

Since scheme launch, the fund has delivered 86.63% absolute returns. However, past performance doesn't guarantee future returns.

What is the minimum SIP amount to invest in Aditya Birla Sun Life ESG Integration Strategy Fund?

The minimum SIP amount is ₹100 per month.

How do I invest in Aditya Birla Sun Life ESG Integration Strategy Fund?

You can invest through Allvest platform, the fund house website, or other authorized distributors. Complete your KYC, select the scheme, choose SIP or lumpsum, and make payment.

How to start a SIP in Aditya Birla Sun Life ESG Integration Strategy Fund?

Register on Allvest, complete KYC verification, select the fund, choose SIP option with desired amount and frequency, set up auto-debit, and submit your investment request.

How do I automate an SIP in Aditya Birla Sun Life ESG Integration Strategy Fund?

Set up auto-debit from your bank account through Allvest platform by providing bank details and signing the mandate. This ensures automatic monthly investments without manual intervention.

How can I withdraw/redeem my investment in Aditya Birla Sun Life ESG Integration Strategy Fund?

Log into your Allvest account, go to your portfolio, select the fund, choose redemption amount (partial or full), and submit the request. Funds are typically credited within 3-4 business days.