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Aditya Birla Sun Life Esg Fund-Direct Plan-Growth

Equity | Thematic - ESG

(NAV as of 29/11/2024)
18.93 (0.64)

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.

Wealthzi View

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%

Sector Allocation

Internet and Technology

24.79%

Banks

20.78%

Automobiles

13.33%

Consumer Durables

10.58%

Finance

5.56%

Top Ten Holdings

ICICI Bank Ltd

9.65%

Infosys Ltd

8.61%

Ltimindtree Ltd

5.19%

ABB India Ltd

3.63%

Titan Company Ltd

3.49%

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

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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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.