Aditya Birla Sun Life ESG Integration Strategy Fund - Direct Plan - GROWTH
code 148637 Sectoral/Thematic direct plan · growth NAVs 2020-12-29 to 2026-11-09
Growth of ₹10,000
From 2020-12-29. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 7.80% | 2026-10-09 → 2026-11-09 |
| 3M | -0.05% | 2026-08-07 → 2026-11-09 |
| 6M | 5.23% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.67% | 2025-11-07 → 2026-11-09 |
| 3Y | 12.85% | 2023-11-09 → 2026-11-09 |
| 5Y | 6.69% | 2021-11-09 → 2026-11-09 |
| 7Y | - | |
| 10Y | - | |
| since inception | 12.42% | 2020-12-29 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| fund | 39.90% | -11.95% | 23.83% | 22.96% | 5.41% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 1,198 | 11.24% | 9.15% | -15.94% | 43.32% | 75% |
| 3 years | 705 | 13.82% | 13.92% | 7.47% | 20.92% | 100% |
| 5 years | 214 | 10.52% | 10.57% | 5.27% | 14.77% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 11.31% | 6.01% |
| volatility | 15.27% | 15.02% |
| max drawdown | -17.78% | -26.21% |
| downside deviation | 10.66% | 10.51% |
| Sharpe ratio | 0.39 | 0.08 |
| Sortino ratio | 0.56 | 0.12 |
| Calmar ratio | 0.64 | - |
Sector/theme fund: not ranked. Compare with its benchmark above.