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

We don't give personal investment advice. Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.2%. 5-year CAGR: 10.31%.

Aditya Birla Sun Life

Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth

Latest NAV

₹19.3100

As of

17 Jul 2026

1,367 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.68%	-0.05%	+0.72	42 / 258	Q1
1W	+0.26%	-0.18%	+0.44	59 / 258	Q1
2W	+0.36%	-0.17%	+0.53	110 / 259	Q2
1M	+1.85%	+1.63%	+0.22	139 / 259	Q3
3M	+1.36%	+4.83%	-3.46	204 / 259	Q4
6M	-2.96%	+4.61%	-7.57	224 / 250	Q4
YTD	-3.11%	+2.98%	-6.09	205 / 247	Q4
1Y	+0.99%	+5.46%	-4.46	166 / 235	Q3
2Y	+3.06%	+4.09%	-1.03	103 / 187	Q3
3Y	+12.12%	+15.93%	-3.81	110 / 148	Q3
4Y	+13.42%	+17.58%	-4.17	99 / 121	Q4
5Y	+10.31%	+13.72%	-3.41	91 / 110	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.55%	+12.07%	+0.47	148 / 259	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.11%	+3.40%	-6.51	203 / 244
2025	+4.97%	+4.41%	+0.56	87 / 208
2024	+22.96%	+23.18%	-0.22	71 / 155
2023	+23.73%	+33.51%	-9.78	107 / 127
2022	-11.95%	+4.32%	-16.27	104 / 116
2021	+39.62%	+34.43%	+5.19	35 / 104
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.25%

56 windows

min -14.0% · max 42.8%

80% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+14.43%

32 windows

min 9.9% · max 19.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+11.92%

7 windows

min 10.3% · max 14.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.22%

3-year · annualised

Sharpe ratio

0.42

vs risk-free 6.5%

Sortino ratio

0.71

Downside-only deviation

Max drawdown

-17.78%

Sep 2024 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.3100
16 Jul 2026	₹19.1800
15 Jul 2026	₹19.2200
14 Jul 2026	₹19.1800
13 Jul 2026	₹19.3200
10 Jul 2026	₹19.2600
9 Jul 2026	₹19.1000
8 Jul 2026	₹18.9800
7 Jul 2026	₹19.3500
6 Jul 2026	₹19.3200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth is ₹19.3100. It's a Sectoral/Thematic Fund from Aditya Birla Sun Life, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth has NAV history starting from 29 Dec 2020, a track record of about 5 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth has delivered a absolute return of 0.99% — -4.46 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #166 of 235 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth has delivered a CAGR of 12.12% — -3.81 pp behind the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #110 of 148 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth has delivered a CAGR of 10.31% — -3.41 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #91 of 110 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth exactly 5 years ago would be worth approximately ₹163,367 today — a multiplier of 1.63×, based on the 5-year CAGR of 10.31%. The category average over the same window would have grown ₹1 lakh to ₹190,217.

A ₹10,000 monthly SIP in Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹768,609 today. That's an XIRR (money-weighted annualised return) of 9.84%.

Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹768,609 — XIRR 9.84%.

On a 5-year basis, Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth ranks #91 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.72%; this fund delivered 10.31%.

The worst peak-to-trough decline Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth has experienced over the last 5-year window is 26.21% — its NAV fell from a high on 17 Nov 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth averaged 11.92% (best 14.03%, worst 10.31%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.28 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth returned 4.97% — beating the Sectoral/Thematic Fund category average of 4.41% by 0.56 pp. It ranked #87 of 208 in its category that year.

Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Aditya Birla Sun Life ESG Integration Strategy Fund-Direct Plan-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.2%. 5-year CAGR: 10.31%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.