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Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth is an equity scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 12.70%, with the bottom and top quartiles at 11.26% and 14.25% respectively. It has ranked in the top half of its category for 2 of the last 5 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.41% on assets of ₹566Cr. The fund is currently managed by Mr. Chanchal Khandelwal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 88% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Kotak Mahindra Bank Limited | Financial Services | 3.72% |
| Bajaj Finance Limited | Financial Services | 2.43% |
| Shriram Finance Limited | Financial Services | 2.02% |
| Varun Beverages Ltd | Consumer Defensive | 1.82% |
| Aditya Birla Lifestyle Brands Limited | Consumer Cyclical | 1.47% |
| Coforge Limited | Technology | 0.95% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 1 | 28.29% |
| It - Software | 1 | 10.56% |
| Retailing | 1 | 6.99% |
| Automobiles | 3 | 6.97% |
| Finance | 2 | 6.34% |
| Telecom - Services | 2 | 5.60% |
| Auto Components | 3 | 5.19% |
| Pharmaceuticals & Biotechnology | 5 | 4.73% |
| Consumer Durables | 3 | 3.22% |
| Non - Ferrous Metals | 1 | 2.75% |
| Insurance | 2 | 2.49% |
| Cement & Cement Products | 2 | 2.45% |
| Capital Markets | 1 | 2.14% |
| Diversified FMCG | 1 | 2.13% |
| Healthcare Services | 1 | 2.04% |
| Beverages | 1 | 1.82% |
| Agricultural Food & other Products | 1 | 1.46% |
| Food Products | 2 | 1.24% |
| Textiles & Apparels | 1 | 0.97% |
| Personal Products | 1 | 0.94% |
| Industrial Manufacturing | 1 | 0.57% |
| Transport Services | 1 | 0.36% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -17.25% | -0.35% | 9.40% | 22.43% | 42.00% | 74.3% |
| 3Y | 5.85% | 11.26% | 12.70% | 14.25% | 19.51% | 100.0% |
| 5Y | 8.38% | 9.88% | 10.91% | 11.74% | 13.17% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 12.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| quant ESG Integration Strategy Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹264 Cr | 2.65% | +19.66% | +19.85% | 5★ |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | SBI Mutual Fund | ₹5,265 Cr | 1.87% | +10.01% | +9.89% | 3★ |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹752 Cr | 2.37% | +9.44% | +7.48% | 3★ |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹1,080 Cr | 2.25% | +9.04% | +7.01% | 3★ |
| Invesco India ESG Integration Strategy Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹376 Cr | 2.56% | +8.39% | +7.98% | 1★ |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | Quantum Mutual Fund | ₹92 Cr | 2.18% | +8.04% | +7.91% | 2★ |
| Baroda BNP Paribas Best-in-Class Strategy Fund - Regular - Growth Option | Baroda BNP Paribas Mutual Fund | ₹647 Cr | 2.42% | — | — | — |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹53 Cr | 2.47% | — | — | 1★ |