NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹14.95
0.13%
NAV as on 25 Apr 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 25 Apr 24, 12:00 AM
very high risk
equity esg
equity
29.66%p.a.
Last 1Y
13.67%p.a.
Last 3Y
0.00%p.a.
Last 5Y
12.45%p.a.
Since Inception
About Aditya Birla Sun Life ESG Integration Strategy Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life ESG Integration Strategy Fund Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Dec 2020, Aditya Birla Sun Life ESG Integration Strategy Fund Growth is Equity - ESG fund of its category with 676.73 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
- Aditya Birla Sun Life ESG Integration Strategy Fund Growth delivered 29.7% annual returns during the last year. It has delivered 12.4% average annual returns since the fund was launched.
- Aditya Birla Sun Life ESG Integration Strategy Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in ESG theme by following Integration Strategy.
Top 10 Holdings
Infosys Ltd
8.15%
ICICI Bank Ltd
7.38%
HDFC Bank Ltd
4.46%
LTIMindtree Ltd
4.21%
ABB India Ltd
4.15%
Blue Star Ltd
3.77%
Kotak Mahindra Bank Ltd
3.73%
HCL Technologies Ltd
3.52%
Sona BLW Precision Forgings Ltd
3.32%
Titan Co Ltd
3.21%
Fund Managers
- Dhaval Gala (Feb 2023 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life ESG Integration Strategy Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life ESG Integration Strategy Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life ESG Integration Strategy Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life ESG Integration Strategy Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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