Equity | Thematic - ESG
3Y Returns
11.03%
Min SIP
₹500
Min Lumpsum
₹500
Expense Ratio
0.93%
Fund Size
₹725 Cr
Inception Date
24-Dec-20
Fund Manager
Dhaval Gala
Exit Load
1% on or before 30D, Nil after 30D.
Overall Fund Zi Tag
Asset Allocation
Equity
98.16%
Debt & Others
1.84%
Market Cap Allocation
Large Cap
67.20%
Mid Cap
16.71%
Small Cap
14.25%
Other Cap
1.84%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Long-Term Capital Appreciation By Investing In A Diversified Basket Of Companies Following Environmental, Social And Governance (Esg) Theme.
Fund House Detail
AMC Name
Aditya Birla Sun Life AMC Limited
Scheme Document
https://mutualfund.adityabirlacapital.com/resources/formsAddress
One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013
Aditya Birla Sun Life Esg Fund-Direct Plan-Growth
1Y
30.55%
3Y
11.03%
5Y
NA
Quant Esg Equity Fund - Direct Plan - Growth
1Y
33.97%
3Y
24.24%
5Y
NA
Icici Prudential Esg Fund Direct Plan Growth
1Y
32.66%
3Y
17.44%
5Y
NA
Quantum India Esg Equity Fund Direct Plan - Growth
1Y
25.21%
3Y
13.27%
5Y
19.21%
Kotak Esg Opportunities Fund-Direct Plan - Growth
1Y
23.53%
3Y
13.12%
5Y
NA
Invesco India Esg Equity Fund - Direct Plan - Growth Option
1Y
31.11%
3Y
13%
5Y
NA
Sbi Magnum Equity Esg Fund Direct Growth
1Y
23.36%
3Y
12.81%
5Y
16.98%
Mirae Asset Esg Sector Leaders Fund Of Fund Direct Plan - Growth
1Y
22.06%
3Y
10.92%
5Y
NA
Axis Esg Equity Fund Direct Growth
1Y
24.71%
3Y
10.11%
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.