Question 1

Which funds are similar to Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth?

Accepted Answer

Funds similar to Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth in the Equity: Thematic-ESG category include SBI ESG Exclusionary Strategy Fund Direct Plan-Growth, ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth, and Axis ESG Integration Strategy Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth is ranked 3 out of 9 funds in the Equity: Thematic-ESG category as of 16 Jul 2026. On a 5-year return basis it ranks 4 out of 9. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth has an expense ratio of 1.42%. The peers SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has an expense ratio of 1.38% and ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth has 1.14%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth has an AUM of ₹563.84 crore. The peers SBI ESG Exclusionary Strategy Fund Direct Plan-Growth has an AUM of ₹5,346.83 crore and ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth has ₹1,342 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Thematic-ESG?

Accepted Answer

The top performing fund in the Equity: Thematic-ESG category on a 3-year basis is Quant ESG Integration Strategy Fund Direct-Growth with a CAGR of 20.95% as of 16 Jul 2026. Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth has delivered 12.05% CAGR over the same period, ranking 3 out of 9 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth has a Sharpe ratio of 0.46 compared to the Equity: Thematic-ESG average of 0.42 as of 16 Jul 2026. It ranks 3 out of 9 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+0.05%	-0.15%	2 / 10
3Y Return	+12.05%	11.91%	3 / 9
5Y Return	+10.03%	10.84%	4 / 9
10Y Return	—	12.45%	—

Aditya Birla Sun Life ESG Integration Strategy Fund Direct-Growth

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