Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth

Scheme code: INF209KB1U76 NAV value: ₹ 17.6300 NAV date: 19 March, 2026 TER: 1.43%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-16.02	43.53	11.75	12.82	13.63
3 year	7.47	20.95	14.43	14.18	18.78
5 year	10.39	14.79	13.24	13.22	15.46

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	12.82
3 year	6.28	30.95	15.04	14.18
5 year	8.38	26.02	14.22	13.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	12.82
3 year	6.56	19.64	13.57	14.18
5 year	9.22	12.29	10.75	13.22

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	12.82
3 year	7.68	21.49	15.06	14.18
5 year	10.37	13.5	11.93	13.22

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	12.82
3 year	8.04	32.03	17.81	14.18
5 year	8.18	28.64	15.34	13.22
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,65,554 - Absolute Returns: ₹65,554 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,11,719 - Absolute Returns: ₹9,11,719 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,82,903 - Absolute Returns: ₹22,82,903 - CAGR: %

Max Drawdown

-26.21 %

Drawdown Duration

7 months

Recovery Time

18 months

Avg Drawdown

-6.72 %

1 Y

0.4892

3 Y

0.5411

5 Y

0.5044

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.88	0.98	100.3	96.2	6.94 %	4.00 %
3 years	4.19	0.92	96.7	90.9	15.09 %	11.28 %
5 years	1.41	0.94	94.8	92.5	10.69 %	9.44 %
7 years	1.03	0.93	94.5	92.1	8.59 %	7.64 %
10 years	0.57	0.93	94.5	92.1	5.94 %	5.29 %
12 years	0.40	0.93	94.5	92.1	4.93 %	4.39 %
15 years	0.22	0.93	94.5	92.1	3.92 %	3.50 %