Aditya Birla Sun Life ESG Integration Strategy Fund vs Sundaram Focused Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund and Sundaram Focused Fund is a Focused fund. In the 3 years to 30-10-2026, Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) returned 11.2% a year and Sundaram Focused Fund (Direct) returned 10.3% a year. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Sundaram Focused Fund 1.36% (Direct plans). Their portfolios overlap 37.6%: they hold 15 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
Which is better, Aditya Birla Sun Life ESG Integration Strategy or Sundaram Focused? 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 ESG Integration Strategy returned more over 3 years: 11.2% a year against 10.3%.
- Sundaram Focused returned more over 1 year: −2.3% against −5.2%.
- Sundaram Focused costs less: 1.36% a year against 1.44% (Direct plans).
- Sundaram Focused swung less over 3 years: a standard deviation of 13.3% a year against 13.3%.
- Sundaram Focused fell less in its worst fall since 03-01-2022: −20.1% against −26.2%.
- Aditya Birla Sun Life ESG Integration Strategy holds more in large companies: 73.0% of the fund in large caps against 58.2%.
- Sundaram Focused is the larger fund: ₹1,032 Cr against ₹542 Cr.
- Their portfolios overlap 37.6%: 15 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 | Sundaram Focused Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Sundaram Mutual Fund |
| Category | Thematic | Focused |
| AUM | ₹542 Cr (30-09-2026) | ₹1,032 Cr (30-09-2026) |
| NAV | ₹18.63 (Direct) | ₹176.62 (Direct) |
| Expense ratio (Direct) | 1.44% | 1.36% |
| Expense ratio (Regular) | 2.44% | 2.34% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 100 ESG TRI | Nifty 500 TRI |
| Launch date | 24-12-2020 | 02-01-2013 |
| Minimum investment | ₹500 | New Investor – Rs.300/- |
| Lock in | None | None |
| Fund managers | Jonas Bhutta | Ashwin Jain, Shalav Saket |
| Exit load | Exit load of 1%, if redeemed within 30 days. | Exit load of 0.25% if redeemed within 7 days. |
Aditya Birla Sun Life ESG Integration Strategy vs Sundaram Focused: 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% | -- |
| Sundaram Focused Fund (Direct) | −1.63% | −4.22% | +3.28% | −2.25% | +10.30% | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | +11.62% | -- |
| Focused average | −1.00% | −4.12% | +1.39% | −3.09% | +12.30% | -- | -- |
Category average: the average of the 235 Thematic funds and the 28 Focused funds, same plan type.
Aditya Birla Sun Life ESG Integration Strategy vs Sundaram Focused: Year-wise Returns
| Year | Aditya Birla Sun Life ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy | Sundaram FocusedSundaram Focused |
|---|---|---|
| 2026to date | −6.24% | −2.95% |
| 2025 | +5.41% | +3.02% |
| 2024 | +22.96% | +18.46% |
| 2023 | +23.83% | +25.71% |
| 2022 | −11.95% | -- |
| 2021 | +39.90% | -- |
Aditya Birla Sun Life ESG Integration Strategy vs Sundaram Focused: 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, 450 of them, one for each trading day from 03-01-2025 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)
Sundaram Focused Fund (Direct)
NIFTY100 ESG TRI
to
Feb 2025Jun 2022
to
Jun 2025Oct 2022
to
Oct 2025Jan 2023
to
Jan 2026May 2023
to
May 2026Sept 2023
to
Sept 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 | 10.0 | 47.1 | 40.4 | 2.4 | 0.0 | 14.1% | 14.2% | 7.5% | 20.9% | 84% |
| Sundaram Focused | 0.0 | 0.0 | 5.1 | 64.1 | 27.4 | 3.3 | 0.0 | 13.9% | 13.8% | 8.8% | 21.2% | 54% |
| NIFTY100 ESG TRI | 0.0 | 0.0 | 10.2 | 59.3 | 30.4 | 0.0 | 0.0 | 13.5% | 13.6% | 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 03-01-2022. Past returns do not promise future returns.
Aditya Birla Sun Life ESG Integration Strategy vs Sundaram Focused: 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 03-01-2022 to 30-10-2026: 58 instalments, ₹5,80,000 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) | ₹5,80,000 | ₹6,99,111 | ₹1,19,111 | 7.7% |
| Sundaram FocusedSundaram Focused Fund (Direct) | ₹5,80,000 | ₹7,03,074 | ₹1,23,074 | 7.9% |
Aditya Birla Sun Life ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Sundaram FocusedSundaram Focused 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 Sundaram Focused: 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) | Sundaram Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.19% | −2.25% |
| Standard deviation | 14.00% | 13.31% |
| Sharpe ratio | -0.75 | -0.56 |
| Sortino ratio | -1.01 | -0.77 |
| Maximum drawdown | −15.1% (30-03-2026) | −13.7% (31-03-2026) |
| Beta | 0.95 | 0.86 |
| Alpha | +0.07% | +3.37% |
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) | Sundaram Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.20% | +10.30% |
| Standard deviation | 13.30% | 13.26% |
| Sharpe ratio | 0.39 | 0.32 |
| Sortino ratio | 0.55 | 0.44 |
| Maximum drawdown | −17.8% (07-04-2025) | −17.2% (07-04-2025) |
| Beta | 0.93 | 0.88 |
| Alpha | +1.00% | +0.58% |
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) | Sundaram Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.22% | +8.45% |
| Standard deviation | 14.17% | 13.79% |
| Sharpe ratio | 0.41 | 0.19 |
| Sortino ratio | 0.56 | 0.25 |
| Maximum drawdown | −26.2% (17-06-2022) | −20.1% (20-06-2022) |
| Beta | 0.95 | 0.93 |
| Alpha | +0.31% | −0.27% |
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)
Sundaram Focused 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% | 17-01-2022 | 17-06-2022 | 01-12-2023 | 17 months | −7.7% |
| Sundaram Focused Fund (Direct) | −20.1% | 17-01-2022 | 20-06-2022 | 05-06-2023 | 11 months | −7.1% |
| NIFTY100 ESG TRI | −19.9% | 17-01-2022 | 17-06-2022 | 14-07-2023 | 13 months | −8.8% |
From daily values since 03-01-2022, 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)
Sundaram Focused 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)
Sundaram Focused 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) | 97% | 98% | 4.69% |
| Sundaram Focused Fund (Direct) | 95% | 86% | 5.53% |
From month-end values since 03-01-2022. 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 Sundaram Focused: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life ESG Integration Strategy Fund, September 2026; Sundaram Focused Fund, September 2026
Holdings in common
- Overlap
- 37.6%
- Held by both
- 15
- Only in Aditya Birla Sun Life ESG Integration Strategy
- 37
- Only in Sundaram Focused
- 14
| Security | % of Aditya Birla Sun Life ESG Integration Strategy | % of Sundaram Focused |
|---|---|---|
| ICICI Bank Ltd. | 8.54% | 6.87% |
| Bharti Airtel Ltd. | 4.04% | 5.88% |
| HDFC Bank Ltd. | 4.41% | 3.93% |
| Kotak Mahindra Bank Ltd. | 3.65% | 5.33% |
| TVS Motor Company Ltd. | 3.42% | 6.67% |
| State Bank of India | 3.03% | 3.96% |
| Infosys Ltd. | 2.66% | 2.96% |
| Apollo Hospitals Enterprise Ltd. | 2.28% | 3.56% |
| Axis Bank Ltd. | 3.72% | 2.05% |
| Avenue Supermarts Ltd. | 1.51% | 3.36% |
| Tata Consumer Products Ltd. | 1.26% | 2.25% |
| HCL Technologies Ltd. | 1.05% | 1.21% |
| SBI Life Insurance Co. Ltd. | 0.78% | 2.96% |
| Dalmia Bharat Ltd. | 0.62% | 1.97% |
| Interglobe Aviation Ltd. | 0.44% | 3.20% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 37.6% means 37.6% 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 |
|---|---|
| Sona Blw Precision Forgings Ltd. | 3.40% |
| Eternal Ltd. | 2.66% |
| Hindalco Industries Ltd. | 2.61% |
| Bajaj Finance Ltd. | 2.60% |
| Samvardhana Motherson International Ltd. | 2.47% |
Largest holdings only in Sundaram Focused Fund
| Security | % of fund |
|---|---|
| Happy Forgings Ltd | 7.36% |
| Craftsman Automation Ltd | 6.13% |
| Sedemac Mechatronics Ltd | 4.20% |
| City Union Bank Ltd | 3.38% |
| Triveni Turbine Ltd | 3.10% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life ESG Integration Strategy | Sundaram Focused |
|---|---|---|
| Equity | 98.6% | 95.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.4% | 4.4% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life ESG Integration Strategy | Sundaram Focused |
|---|---|---|
| Large Cap | 73.0% | 58.2% |
| Mid Cap | 17.9% | 8.3% |
| Small Cap | 7.7% | 29.0% |
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 | Sundaram Focused |
|---|---|---|
| Banks | 28.2% | 27.6% |
| Auto Components | 6.9% | 10.3% |
| IT - Software | 9.3% | 0.0% |
| Retailing | 7.6% | 7.7% |
| Industrial Products | 0.0% | 7.4% |
| Automobiles | 7.2% | 6.7% |
| Finance | 6.7% | 2.8% |
| Telecom - Services | 5.4% | 5.9% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life ESG Integration Strategy vs Sundaram Focused: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life ESG Integration Strategy Fund | Sundaram Focused Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.44% | 1.36% |
| Base expense ratio (Direct) | 1.21% | 1.07% |
| Total expense ratio (Regular) | 2.44% | 2.34% |
| Base expense ratio (Regular) | 2.08% | 1.92% |
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
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Aditya Birla Sun Life ESG Integration Strategy Fund vs Sundaram Focused Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life ESG Integration Strategy Fund and Sundaram Focused Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund, Sundaram Focused Fund is a Focused fund, run by Aditya Birla Sun Life Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 37.6%. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Sundaram Focused Fund 1.36%.
Which has given higher returns, Aditya Birla Sun Life ESG Integration Strategy Fund or Sundaram Focused Fund?
Over 1 year: Aditya Birla Sun Life ESG Integration Strategy Fund −5.19%, Sundaram Focused Fund −2.25%. Over 3 years: Aditya Birla Sun Life ESG Integration Strategy Fund +11.20% a year, Sundaram Focused Fund +10.30% 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 Sundaram Focused Fund?
Sundaram Focused Fund charges less: 1.36% a year against 1.44%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life ESG Integration Strategy Fund and Sundaram Focused Fund overlap?
37.6%. They hold 15 of the same securities, the largest shared ones being ICICIBANK, BHARTIARTL, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life ESG Integration Strategy Fund or Sundaram Focused Fund?
On SEBI's riskometer, Aditya Birla Sun Life ESG Integration Strategy Fund is rated Very High and Sundaram Focused Fund Very High. Over 3 years, the standard deviation of daily returns was 13.30% and 13.26% a year.
Which is better for SIP, Aditya Birla Sun Life ESG Integration Strategy Fund or Sundaram Focused Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,89,841 in Aditya Birla Sun Life ESG Integration Strategy Fund (XIRR 3.3% a year) and ₹3,88,453 in Sundaram Focused Fund (XIRR 3.1% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life ESG Integration Strategy Fund and Sundaram Focused Fund?
Yes. 37.6% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Aditya Birla Sun Life ESG Integration Strategy Fund and Sundaram Focused Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund: Jonas Bhutta. Sundaram Focused Fund: Ashwin Jain, Shalav Saket.
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.