Aditya Birla Sun Life ESG Integration Strategy Fund vs Aditya Birla Sun Life International Equity Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund and Aditya Birla Sun Life International Equity Fund is a Thematic fund. In the 3 years to 30-10-2026, Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) returned 11.2% a year and Aditya Birla Sun Life International Equity Fund (Direct) returned 24.5% a year. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Aditya Birla Sun Life International Equity Fund 2.00% (Direct plans). Their portfolios overlap 0.0%: they hold 0 of the same securities.
Aditya Birla Sun Life ESG Integration Strategy Fund
Thematic
- 3 year return
- 11.2%
- Expense ratio
- 1.44%
- NAV
- ₹18.63
Aditya Birla Sun Life International Equity Fund
Thematic
- 3 year return
- 24.5%
- Expense ratio
- 2.00%
- NAV
- ₹56.75
Which is better, Aditya Birla Sun Life ESG Integration Strategy or Aditya Birla Sun Life International Equity? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Aditya Birla Sun Life International Equity returned more over 5 years: 11.9% a year against 6.0%.
- Aditya Birla Sun Life International Equity returned more over 3 years: 24.5% a year against 11.2%.
- Aditya Birla Sun Life ESG Integration Strategy costs less: 1.44% a year against 2.00% (Direct plans).
- Aditya Birla Sun Life International Equity swung less over 3 years: a standard deviation of 12.3% a year against 13.3%.
- Aditya Birla Sun Life International Equity fell less in its worst fall since 29-12-2020: −16.6% against −26.2%.
- Aditya Birla Sun Life International Equity holds 93.5% of the fund in foreign stocks; Aditya Birla Sun Life ESG Integration Strategy 0.0%.
- Aditya Birla Sun Life ESG Integration Strategy holds more in large companies: 73.0% of the fund in large caps against 0.0%.
- Aditya Birla Sun Life ESG Integration Strategy is the larger fund: ₹542 Cr against ₹352 Cr.
- Their portfolios overlap 0.0%: 0 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life ESG Integration Strategy Fund | Aditya Birla Sun Life International Equity Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Thematic | Thematic |
| AUM | ₹542 Cr (30-09-2026) | ₹352 Cr (30-09-2026) |
| NAV | ₹18.63 (Direct) | ₹56.75 (Direct) |
| Expense ratio (Direct) | 1.44% | 2.00% |
| Expense ratio (Regular) | 2.44% | 2.55% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 100 ESG TRI | S&P Global 1200 TRI |
| Launch date | 24-12-2020 | 31-10-2007 |
| Minimum investment | ₹500 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Jonas Bhutta | Dhaval Joshi |
| Exit load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 30 days. |
Aditya Birla Sun Life ESG Integration Strategy vs Aditya Birla Sun Life International Equity: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | +0.27% | −4.85% | −0.05% | −5.19% | +11.20% | +6.02% | -- |
| Aditya Birla Sun Life International Equity Fund (Direct) | −1.59% | +3.00% | +4.05% | +13.97% | +24.46% | +11.86% | +13.70% |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | +11.62% | +13.76% |
Category average: the average of the 235 Thematic funds, same plan type.
Aditya Birla Sun Life ESG Integration Strategy vs Aditya Birla Sun Life International Equity: Year-wise Returns
| Year | ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy | International EquityAditya Birla Sun Life International Equity |
|---|---|---|
| 2026to date | −6.24% | +12.49% |
| 2025 | +5.41% | +35.28% |
| 2024 | +22.96% | +8.06% |
| 2023 | +23.83% | +9.37% |
| 2022 | −11.95% | −1.36% |
| 2021 | +39.90% | +14.47% |
Aditya Birla Sun Life ESG Integration Strategy vs Aditya Birla Sun Life International Equity: Rolling Returns
Every holding period of both funds, against NIFTY100 ESG TRI, the benchmark of Aditya Birla Sun Life ESG Integration Strategy Fund
Rolling returns
Every 3-year holding period, 699 of them, one for each trading day from 29-12-2023 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Aditya Birla Sun Life International Equity Fund (Direct)
NIFTY100 ESG TRI
to
Mar 2024Sept 2021
to
Sept 2024Mar 2022
to
Mar 2025Aug 2022
to
Aug 2025Feb 2023
to
Feb 2026Aug 2023
to
Aug 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy | 0.0 | 0.0 | 8.0 | 57.7 | 32.8 | 1.6 | 0.0 | 13.9% | 14.0% | 7.5% | 20.9% | 56% |
| Aditya Birla Sun Life International Equity | 0.0 | 13.6 | 31.8 | 11.4 | 29.9 | 13.3 | 0.0 | 12.2% | 12.6% | 2.1% | 24.5% | 41% |
| NIFTY100 ESG TRI | 0.0 | 0.0 | 7.4 | 57.2 | 35.3 | 0.0 | 0.0 | 13.8% | 14.3% | 7.9% | 19.2% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY100 ESG TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 29-12-2020. Past returns do not promise future returns.
Aditya Birla Sun Life ESG Integration Strategy vs Aditya Birla Sun Life International Equity: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 29-12-2020 to 30-10-2026: 71 instalments, ₹7,10,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy Fund (Direct) | ₹7,10,000 | ₹9,11,135 | ₹2,01,135 | 8.4% |
| Aditya Birla Sun Life International EquityAditya Birla Sun Life International Equity Fund (Direct) | ₹7,10,000 | ₹11,30,734 | ₹4,20,734 | 15.6% |
Aditya Birla Sun Life ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Aditya Birla Sun Life International EquityAditya Birla Sun Life International Equity Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life ESG Integration Strategy vs Aditya Birla Sun Life International Equity: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | Aditya Birla Sun Life International Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.19% | +13.97% |
| Standard deviation | 14.00% | 13.70% |
| Sharpe ratio | -0.75 | 0.64 |
| Sortino ratio | -1.01 | 0.89 |
| Maximum drawdown | −15.1% (30-03-2026) | −8.3% (30-03-2026) |
| Beta | 0.95 | -- |
| Alpha | +0.07% | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | Aditya Birla Sun Life International Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.20% | +24.46% |
| Standard deviation | 13.30% | 12.33% |
| Sharpe ratio | 0.39 | 1.49 |
| Sortino ratio | 0.55 | 2.16 |
| Maximum drawdown | −17.8% (07-04-2025) | −13.9% (07-04-2025) |
| Beta | 0.93 | -- |
| Alpha | +1.00% | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | Aditya Birla Sun Life International Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.02% | +11.86% |
| Standard deviation | 14.09% | 14.14% |
| Sharpe ratio | 0.02 | 0.43 |
| Sortino ratio | 0.02 | 0.61 |
| Maximum drawdown | −26.2% (17-06-2022) | −16.6% (03-10-2022) |
| Beta | 0.95 | -- |
| Alpha | −1.02% | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | Aditya Birla Sun Life International Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.22% | +11.96% |
| Standard deviation | 14.17% | 14.26% |
| Sharpe ratio | 0.41 | 0.41 |
| Sortino ratio | 0.56 | 0.58 |
| Maximum drawdown | −26.2% (17-06-2022) | −27.5% (24-03-2020) |
| Beta | 0.95 | -- |
| Alpha | +0.31% | -- |
From daily NAVs, 29-12-2020 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Aditya Birla Sun Life International Equity Fund (Direct)
NIFTY100 ESG TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | −26.2% | 17-11-2021 | 17-06-2022 | 01-12-2023 | 17 months | −7.7% |
| Aditya Birla Sun Life International Equity Fund (Direct) | −16.6% | 15-11-2021 | 03-10-2022 | 27-01-2023 | 4 months | −3.4% |
| NIFTY100 ESG TRI | −19.9% | 17-01-2022 | 17-06-2022 | 14-07-2023 | 13 months | −8.8% |
From daily values since 29-12-2020, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Aditya Birla Sun Life International Equity Fund (Direct)
NIFTY100 ESG TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Aditya Birla Sun Life International Equity Fund (Direct)
NIFTY100 ESG TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Aditya Birla Sun Life International Equity Fund (Direct)
NIFTY100 ESG TRI
Against NIFTY100 ESG TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) | 100% | 98% | 5.06% |
| Aditya Birla Sun Life International Equity Fund (Direct) | 55% | 7% | 15.27% |
From month-end values since 29-12-2020. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Aditya Birla Sun Life ESG Integration Strategy vs Aditya Birla Sun Life International Equity: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life ESG Integration Strategy Fund, September 2026; Aditya Birla Sun Life International Equity Fund, September 2026
Holdings in common
- Overlap
- 0.0%
- Held by both
- 0
- Only in Aditya Birla Sun Life ESG Integration Strategy
- 52
- Only in Aditya Birla Sun Life International Equity
- 0
Overlap: for each holding both funds own, the smaller of its two weights, added up. 0.0% means 0.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life ESG Integration Strategy Fund
| Security | % of fund |
|---|---|
| ICICI Bank Ltd. | 8.54% |
| HDFC Bank Ltd. | 4.41% |
| Bharti Airtel Ltd. | 4.04% |
| Axis Bank Ltd. | 3.72% |
| Kotak Mahindra Bank Ltd. | 3.65% |
Largest holdings only in Aditya Birla Sun Life International Equity Fund
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life ESG Integration Strategy | Aditya Birla Sun Life International Equity |
|---|---|---|
| Equity | 98.6% | 93.5% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.4% | 6.5% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life ESG Integration Strategy | Aditya Birla Sun Life International Equity |
|---|---|---|
| Large Cap | 73.0% | 0.0% |
| Mid Cap | 17.9% | 0.0% |
| Small Cap | 7.7% | 0.0% |
| Foreign stocks | 0.0% | 93.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life ESG Integration Strategy | Aditya Birla Sun Life International Equity |
|---|---|---|
| Banks | 28.2% | 5.5% |
| IT - Software | 9.3% | 15.0% |
| Pharmaceuticals & Biotechnology | 4.5% | 8.3% |
| IT - Hardware | 0.0% | 7.7% |
| Retailing | 7.6% | 6.6% |
| Automobiles | 7.2% | 0.7% |
| Auto Components | 6.9% | 0.0% |
| Finance | 6.7% | 0.5% |
| Industrial Manufacturing | 0.7% | 5.2% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life ESG Integration Strategy vs Aditya Birla Sun Life International Equity: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life ESG Integration Strategy Fund | Aditya Birla Sun Life International Equity Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.44% | 2.00% |
| Base expense ratio (Direct) | 1.21% | 1.60% |
| Total expense ratio (Regular) | 2.44% | 2.55% |
| Base expense ratio (Regular) | 2.08% | 2.08% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life ESG Integration Strategy with
Compare Aditya Birla Sun Life International Equity with
Aditya Birla Sun Life ESG Integration Strategy Fund vs Aditya Birla Sun Life International Equity Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life ESG Integration Strategy Fund and Aditya Birla Sun Life International Equity Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund, Aditya Birla Sun Life International Equity Fund is a Thematic fund, run by Aditya Birla Sun Life Mutual Fund. Their portfolios overlap 0.0%. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Aditya Birla Sun Life International Equity Fund 2.00%.
Which has given higher returns, Aditya Birla Sun Life ESG Integration Strategy Fund or Aditya Birla Sun Life International Equity Fund?
Over 1 year: Aditya Birla Sun Life ESG Integration Strategy Fund −5.19%, Aditya Birla Sun Life International Equity Fund +13.97%. Over 3 years: Aditya Birla Sun Life ESG Integration Strategy Fund +11.20% a year, Aditya Birla Sun Life International Equity Fund +24.46% a year. Over 5 years: Aditya Birla Sun Life ESG Integration Strategy Fund +6.02% a year, Aditya Birla Sun Life International Equity Fund +11.86% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life ESG Integration Strategy Fund or Aditya Birla Sun Life International Equity Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund charges less: 1.44% a year against 2.00%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life ESG Integration Strategy Fund and Aditya Birla Sun Life International Equity Fund overlap?
0.0%. They hold 0 of the same securities. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life ESG Integration Strategy Fund or Aditya Birla Sun Life International Equity Fund?
On SEBI's riskometer, Aditya Birla Sun Life ESG Integration Strategy Fund is rated Very High and Aditya Birla Sun Life International Equity Fund Very High. Over 3 years, the standard deviation of daily returns was 13.30% and 12.33% a year.
Which is better for SIP, Aditya Birla Sun Life ESG Integration Strategy Fund or Aditya Birla Sun Life International Equity Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,39,848 in Aditya Birla Sun Life ESG Integration Strategy Fund (XIRR 7.5% a year) and ₹9,41,185 in Aditya Birla Sun Life International Equity Fund (XIRR 17.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life ESG Integration Strategy Fund and Aditya Birla Sun Life International Equity Fund?
Yes. 0.0% of each fund's money sits in the same holdings, so the two hold mostly different investments.
Who manages Aditya Birla Sun Life ESG Integration Strategy Fund and Aditya Birla Sun Life International Equity Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund: Jonas Bhutta. Aditya Birla Sun Life International Equity Fund: Dhaval Joshi.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.