{"id":224294,"date":"2026-08-31T14:53:08","date_gmt":"2026-08-31T09:23:08","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T17:09:19","modified_gmt":"2026-09-16T11:39:19","slug":"aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL ESG Integration Strategy Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-esg-integration-strategy-fund-g-direct-plan\">Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan<\/a> currently has a NAV of \u20b918.78 as of 15 Sep 2026, and its scheme AUM is \u20b9579 Cr. Its 1-year, 3-year and 5-year returns are -1.47%, 9.42% and 6.84%, respectively, and the fund is in the High Risk category.<\/p>\n<p>Our view is that this is a fund for investors who can tolerate uneven performance and who are comfortable holding through periods when returns trail the benchmark. The longer-term numbers are more stable than the near-term reading, but the portfolio still needs a patient horizon because the fund has not delivered a smooth climb.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_ESG_Integration_Strategy\" title=\"Should you BUY or HOLD Aditya Birla SL ESG Integration Strategy?\">Should you BUY or HOLD Aditya Birla SL ESG Integration Strategy?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-esg-integration-strategy-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b918.78 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9579 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.44%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>24 Dec 2020<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Jonas Bhutta<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Jonas Bhutta.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.96%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-0.53%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.47%<\/td>\n<td>-8.27%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>9.42%<\/td>\n<td>5.59%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>6.84%<\/td>\n<td>5.58%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent behaviour has been mixed. The fund was weak over the last month and slightly negative over three months, but both periods still look less strained than the benchmark on 3M and 1Y, which suggests the strategy has held up better than NIFTY 50 during the recent drawdown.<\/p>\n<p>The 1-year return is still negative, so the near-term picture is not comfortable for a new investor. That said, the 3-year return of 9.42% is ahead of the benchmark\u2019s 5.59%, and the 5-year return of 6.84% also stays ahead of the benchmark\u2019s 5.58%, which points to a better long-run compounding profile than the index.<\/p>\n<p>The time pattern is not a straight line upward. The fund has gone through clear periods of weakness and recovery, so our reading is that its outcome depends heavily on whether an investor can stay invested through the down phases. The longer window is more constructive than the shorter one, but the recent wobble tells us that consistency is still limited.<\/p>\n<p>Overall, the fund looks better on medium-term and long-term comparison than on recent momentum. That mix matters because it means the headline negative 1-year number does not fully describe the fund, yet it also warns that the path to the 3-year and 5-year outcomes can be uneven.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_ESG_Integration_Strategy\"><\/span>Should you BUY or HOLD Aditya Birla SL ESG Integration Strategy?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL ESG Integration Strategy? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-esg-integration-strategy-fund-g-direct-plan\">Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan<\/a><\/td>\n<td>-1.47%<\/td>\n<td>9.42%<\/td>\n<td>6.84%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>69.8%<\/td>\n<td>36.32%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>26.51%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>25.46%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>25.31%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/pgim-india-healthcare-fund-g-direct-plan\">PGIM India Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>23.52%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The current fund\u2019s 1-year return is well below the peer set shown here, while the 3-year and 5-year numbers are more balanced and compare more favourably with the longer-horizon figures available for the current fund itself. Several peers have strong 1-year readings, so the short-term comparison is clearly less supportive for this fund than the longer-term one.<\/p>\n<p>What matters more for our view is the split between time horizons. The current fund\u2019s 3-year and 5-year returns are ahead of the benchmark, but the peer set includes at least one fund with much stronger recent and 3-year momentum. That means the peer comparison tells a different story from the fund-versus-benchmark comparison: the fund looks steadier against the index over longer periods, yet weaker on the latest year versus the more momentum-driven peer names.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>9.28%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>4.12%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>3.89%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.69%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.43%<\/td>\n<\/tr>\n<tr>\n<td>TVS Motor Company Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.38%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>3.13%<\/td>\n<\/tr>\n<tr>\n<td>Sona BLW Precision Forgings Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.11%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Ltd.<\/td>\n<td>IT<\/td>\n<td>2.83%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Ltd.<\/td>\n<td>Finance<\/td>\n<td>2.67%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 39.53% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-esg-integration-strategy-fund-g-direct-plan\">Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd., carries a 9.28% weight, which is large enough to matter but not so large that one position dominates the visible book. The drop from the first holding to the tenth holding is gradual rather than abrupt, moving from 9.28% to 2.67%, so the top slice is still led by a few meaningful positions rather than a single outsized bet.<\/p>\n<p>This shape suggests the portfolio may be moderately concentrated in its leading names while still leaving room for diversification across the rest of the holdings. With 52 disclosed holdings and the top 10 accounting for 39.53%, the fund appears to spread the remainder across a longer tail. That could reduce reliance on any one stock, but it also means the biggest positions are still likely to have greater influence on short-term outcomes.<\/p>\n<p>Because several of the largest holdings sit in banks, the portfolio may carry a noticeable tilt toward financials, with additional exposure to telecom, auto ancillaries, IT and finance. Our reading is that this mix can support upside when those areas cooperate, but it may also keep returns uneven if leadership shifts away from those segments.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can accept High Risk and who have a medium-to-long investment horizon. The 1-year return is negative, so anyone needing a stable near-term outcome may find the ride uncomfortable.<\/p>\n<p>The main attraction is that the 3-year and 5-year returns are ahead of the benchmark, which suggests the strategy can reward patience better than the short-term numbers imply. The trade-off is that the path has not been smooth, and the fund\u2019s visible concentration in a handful of large holdings may keep performance uneven.<\/p>\n<p>In our view, it is more appropriate for investors who want an equity allocation with a clear stock-picking style and who can tolerate periods of underperformance versus faster-moving peers. The fund looks better suited to those who can stay invested through volatility than to those who prioritise consistency in every one-year window.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% on or before 30D, Nil after 30D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b918.78 as of 15 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s returns are -1.47% for 1 year, 9.42% for 3 years and 6.84% for 5 years.<\/p>\n<p><strong>How does this fund compare with Nifty 50?<\/strong><br \/>It has lagged the benchmark over 1 year, but it has stayed ahead over 3 years and 5 years.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its 1-year return is weaker than the peer names shown here, while its longer-horizon numbers are more balanced than the short-term peer performance comparison.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>Jonas Bhutta manages the fund. The exit load is 1% on or before 30 days and nil after 30 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The fund\u2019s recent performance is weaker than its 3-year and 5-year history, so the short-term picture does not fully match the longer-term one. Against NIFTY 50, the fund has been ahead over 3 years and 5 years, but the latest year remains negative. The portfolio is led by a few large positions, especially in banks, which may keep returns uneven. Our view is that it fits investors who can accept High Risk and hold with patience through volatility.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 5:06 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-esg-integration-strategy-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"24 Dec 2020\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":18.78,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"579 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.44\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.47},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":9.42},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":6.84},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Jonas Bhutta\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b918.78 as of 15 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are -1.47% for 1 year, 9.42% for 3 years and 6.84% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does this fund compare with Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has lagged the benchmark over 1 year, but it has stayed ahead over 3 years and 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is weaker than the peer names shown here, while its longer-horizon numbers are more balanced than the short-term peer performance comparison.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Jonas Bhutta manages the fund. The exit load is 1% on or before 30 days and nil after 30 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan has a NAV of \u20b918.78 as of 15 Sep 2026, with 1-year, 3-year and 5-year returns of -1.47%, 9.42% and 6.84%.<\/p>\n","protected":false},"author":38,"featured_media":250278,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224294","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["250278"],"rank_math_title":["Aditya Birla SL ESG Integration Strategy Fund Direct Growth"],"rank_math_description":["Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan review: NAV \u20b918.78 and 1-year return -1.47% as of 15 Sep 2026."],"rank_math_focus_keyword":["Aditya Birla SL ESG Integration Strategy Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Aditya_Birla_SL_ESG_Integration_Strategy_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224294","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224294"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224294\/revisions"}],"predecessor-version":[{"id":250279,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224294\/revisions\/250279"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/250278"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}