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Aditya Birla Sun Life ESG Integration Strategy Fund-Direct 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 14.34%, with the bottom and top quartiles at 12.94% and 15.67% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 1.41% 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 95% of its portfolio classified as of 2026-05-29.
| 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.
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 |
|---|
| ICICI BANK LIMITED | Financial Services | 8.26% |
| HDFC BANK LIMITED | Financial Services | 4.60% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.15% |
| AXIS BANK LIMITED | Financial Services | 3.68% |
| INFOSYS LIMITED | Technology | 3.56% |
| STATE BANK OF INDIA | Financial Services | 3.23% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 2.78% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 2.75% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 2.38% |
| AU SMALL FINANCE BANK LIMITED | Financial Services | 2.33% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.24% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 2.19% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 2.13% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 2.04% |
| Shriram Finance Limited | Financial Services | 2.02% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 1.95% |
| Varun Beverages Ltd | Consumer Defensive | 1.82% |
| V-MART RETAIL LIMITED | Consumer Cyclical | 1.80% |
| J.K.CEMENT LIMITED | Basic Materials | 1.78% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 1.75% |
| AVENUE SUPERMARTS LIMITED | Consumer Defensive | 1.74% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 1.55% |
| Aditya Birla Lifestyle Brands Limited | Consumer Cyclical | 1.47% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.46% |
| INDUS TOWERS LIMITED | Communication Services | 1.45% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 11 | 39.26% |
| Automobile and Auto Components | — | 12.20% |
| Information Technology | — | 10.56% |
| Fast Moving Consumer Goods | — | 7.59% |
| Consumer Services | — | 6.99% |
| Healthcare | 6 | 6.77% |
| Telecommunication | — | 5.60% |
| Consumer Durables | — | 3.22% |
| Metals & Mining | — | 2.75% |
| Construction Materials | — | 2.45% |
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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -15.94% | 1.13% | 10.84% | 24.24% | 43.69% | 77.5% |
| 3Y | 7.26% | 12.94% | 14.34% | 15.67% | 21.03% | 100.0% |
| 5Y | 9.89% | 11.39% | 12.45% | 13.32% | 14.75% | 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 37.7% 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.
What an investor SIPping into this fund actually got during named market shocks.
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.