Aditya Birla Sun Life ESG Integration Strategy Fund vs Zerodha Nifty 50 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund and Zerodha Nifty 50 Index Fund is an Index fund. In the year to 30-10-2026, Aditya Birla Sun Life ESG Integration Strategy Fund (Direct) returned −5.2% and Zerodha Nifty 50 Index Fund (Direct) returned −10.3%. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Zerodha Nifty 50 Index Fund 0.28% (Direct plans). Their portfolios overlap 49.5%: they hold 23 of the same securities.
Aditya Birla Sun Life ESG Integration Strategy Fund
Thematic
- 1 year return
- −5.2%
- Expense ratio
- 1.44%
- NAV
- ₹18.63
Zerodha Nifty 50 Index Fund
Index
- 1 year return
- −10.3%
- Expense ratio
- 0.28%
- NAV
- ₹9.24
Which is better, Aditya Birla Sun Life ESG Integration Strategy or Zerodha Nifty 50 Index? 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 1 year: −5.2% against −10.3%.
- Zerodha Nifty 50 Index costs less: 0.28% a year against 1.44% (Direct plans).
- Aditya Birla Sun Life ESG Integration Strategy fell less in its worst fall since 17-10-2025: −15.1% against −15.2%.
- Zerodha Nifty 50 Index holds more in large companies: 99.2% of the fund in large caps against 73.0%.
- Aditya Birla Sun Life ESG Integration Strategy is the larger fund: ₹542 Cr against ₹75 Cr.
- Their portfolios overlap 49.5%: 23 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 | Zerodha Nifty 50 Index Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Zerodha Mutual Fund |
| Category | Thematic | Index |
| AUM | ₹542 Cr (30-09-2026) | ₹75 Cr (30-09-2026) |
| NAV | ₹18.63 (Direct) | ₹9.24 (Direct) |
| Expense ratio (Direct) | 1.44% | 0.28% |
| Expense ratio (Regular) | 2.44% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 100 ESG TRI | Nifty 50 TRI |
| Launch date | 24-12-2020 | 14-10-2025 |
| Minimum investment | ₹500 | ₹100 |
| Lock in | None | None |
| Fund managers | Jonas Bhutta | Kedarnath Mirajkar |
| Exit load | Exit load of 1%, if redeemed within 30 days. | Nil |
Aditya Birla Sun Life ESG Integration Strategy vs Zerodha Nifty 50 Index: 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% | -- |
| Zerodha Nifty 50 Index Fund (Direct) | +1.95% | −5.00% | −3.12% | −10.25% | -- | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | +11.62% | -- |
Category average: the average of the 235 Thematic funds, same plan type.
Aditya Birla Sun Life ESG Integration Strategy vs Zerodha Nifty 50 Index: Year-wise Returns
| Year | Aditya Birla Sun Life ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy | Zerodha Nifty 50 IndexZerodha Nifty 50 Index |
|---|---|---|
| 2026to date | −6.24% | −11.01% |
| 2025 | +5.41% | -- |
| 2024 | +22.96% | -- |
| 2023 | +23.83% | -- |
| 2022 | −11.95% | -- |
| 2021 | +39.90% | -- |
Aditya Birla Sun Life ESG Integration Strategy vs Zerodha Nifty 50 Index: Rolling Returns
Every holding period of both funds, against NIFTY100 ESG TRI, the benchmark of Aditya Birla Sun Life ESG Integration Strategy Fund
Aditya Birla Sun Life ESG Integration Strategy vs Zerodha Nifty 50 Index: 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 01-10-2025 to 30-10-2026: 13 instalments, ₹1,30,000 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) | ₹1,30,000 | ₹1,27,130 | −₹2,870 | −3.8% |
| Zerodha Nifty 50 IndexZerodha Nifty 50 Index Fund (Direct) | ₹1,30,000 | ₹1,23,091 | −₹6,909 | −9.1% |
Aditya Birla Sun Life ESG Integration StrategyAditya Birla Sun Life ESG Integration Strategy Fund (Direct)
Zerodha Nifty 50 IndexZerodha Nifty 50 Index 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 Zerodha Nifty 50 Index: 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) | Zerodha Nifty 50 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.19% | −10.25% |
| Standard deviation | 14.00% | 13.60% |
| Sharpe ratio | -0.75 | -1.14 |
| Sortino ratio | -1.01 | -1.52 |
| Maximum drawdown | −15.1% (30-03-2026) | −15.2% (30-03-2026) |
| Beta | 0.95 | 1.00 |
| Alpha | +0.07% | −0.28% |
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) | Zerodha Nifty 50 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.22% | −9.31% |
| Standard deviation | 14.17% | 13.43% |
| Sharpe ratio | 0.41 | -1.08 |
| Sortino ratio | 0.56 | -1.45 |
| Maximum drawdown | −26.2% (17-06-2022) | −15.2% (30-03-2026) |
| Beta | 0.95 | 1.00 |
| Alpha | +0.31% | −0.29% |
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)
Zerodha Nifty 50 Index 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) | −15.1% | 07-01-2026 | 30-03-2026 | Not yet | -- | −7.7% |
| Zerodha Nifty 50 Index Fund (Direct) | −15.2% | 02-01-2026 | 30-03-2026 | Not yet | -- | −11.7% |
| NIFTY100 ESG TRI | −15.4% | 07-01-2026 | 30-03-2026 | Not yet | -- | −8.8% |
From daily values since 17-10-2025, 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)
Zerodha Nifty 50 Index 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) | 91% | 90% | 2.98% |
| Zerodha Nifty 50 Index Fund (Direct) | 80% | 106% | 3.97% |
From month-end values since 17-10-2025. 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 Zerodha Nifty 50 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life ESG Integration Strategy Fund, September 2026; Zerodha Nifty 50 Index Fund, September 2026
Holdings in common
- Overlap
- 49.5%
- Held by both
- 23
- Only in Aditya Birla Sun Life ESG Integration Strategy
- 29
- Only in Zerodha Nifty 50 Index
- 27
| Security | % of Aditya Birla Sun Life ESG Integration Strategy | % of Zerodha Nifty 50 Index |
|---|---|---|
| ICICI Bank Ltd. | 8.54% | 9.10% |
| HDFC Bank Ltd. | 4.41% | 10.44% |
| Bharti Airtel Ltd. | 4.04% | 5.13% |
| Axis Bank Ltd. | 3.72% | 3.39% |
| State Bank of India | 3.03% | 3.81% |
| Kotak Mahindra Bank Ltd. | 3.65% | 2.95% |
| Infosys Ltd. | 2.66% | 3.37% |
| Bajaj Finance Ltd. | 2.60% | 2.52% |
| Mahindra & Mahindra Ltd. | 2.23% | 2.53% |
| Eternal Ltd. | 2.66% | 2.23% |
| Titan Company Ltd. | 1.69% | 1.82% |
| Hindustan Unilever Ltd. | 1.86% | 1.60% |
| Tata Consultancy Services Ltd. | 1.40% | 2.01% |
| Shriram Finance Ltd. | 2.21% | 1.32% |
| Hindalco Industries Ltd. | 2.61% | 1.31% |
| HCL Technologies Ltd. | 1.05% | 1.25% |
| Sun Pharmaceutical Industries Ltd. | 0.98% | 1.85% |
| Tech Mahindra Ltd. | 1.01% | 0.93% |
| Apollo Hospitals Enterprise Ltd. | 2.28% | 0.81% |
| SBI Life Insurance Co. Ltd. | 0.78% | 0.73% |
| Cipla Ltd. | 0.67% | 0.73% |
| Tata Consumer Products Ltd. | 1.26% | 0.59% |
| Interglobe Aviation Ltd. | 0.44% | 1.08% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 49.5% means 49.5% 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 |
|---|---|
| TVS Motor Company Ltd. | 3.42% |
| Sona Blw Precision Forgings Ltd. | 3.40% |
| Samvardhana Motherson International Ltd. | 2.47% |
| V-Mart Retail Ltd. | 2.30% |
| AU Small Finance Bank Ltd. | 2.02% |
Largest holdings only in Zerodha Nifty 50 Index Fund
| Security | % of fund |
|---|---|
| Reliance Industries Limited | 7.63% |
| Larsen & Toubro Limited | 4.23% |
| ITC Limited | 2.43% |
| Maruti Suzuki India Limited | 1.49% |
| NTPC Limited | 1.47% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life ESG Integration Strategy | Zerodha Nifty 50 Index |
|---|---|---|
| Equity | 98.6% | 100.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.4% | -0.6% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life ESG Integration Strategy | Zerodha Nifty 50 Index |
|---|---|---|
| Large Cap | 73.0% | 99.2% |
| Mid Cap | 17.9% | 1.4% |
| Small Cap | 7.7% | 0.0% |
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 | Zerodha Nifty 50 Index |
|---|---|---|
| Banks | 28.2% | 29.7% |
| IT - Software | 9.3% | 7.6% |
| Retailing | 7.6% | 3.1% |
| Petroleum Products | 0.0% | 7.6% |
| Automobiles | 7.2% | 6.7% |
| Auto Components | 6.9% | 0.0% |
| Finance | 6.7% | 5.5% |
| Telecom - Services | 5.4% | 5.1% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life ESG Integration Strategy vs Zerodha Nifty 50 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life ESG Integration Strategy Fund | Zerodha Nifty 50 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.44% | 0.28% |
| Base expense ratio (Direct) | 1.21% | 0.10% |
| Total expense ratio (Regular) | 2.44% | Not available |
| Base expense ratio (Regular) | 2.08% | 0.00% |
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 Zerodha Nifty 50 Index Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life ESG Integration Strategy Fund and Zerodha Nifty 50 Index Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund is a Thematic fund, Zerodha Nifty 50 Index Fund is an Index fund, run by Aditya Birla Sun Life Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 49.5%. Aditya Birla Sun Life ESG Integration Strategy Fund charges 1.44% a year and Zerodha Nifty 50 Index Fund 0.28%.
Which has given higher returns, Aditya Birla Sun Life ESG Integration Strategy Fund or Zerodha Nifty 50 Index Fund?
Over 1 year: Aditya Birla Sun Life ESG Integration Strategy Fund −5.19%, Zerodha Nifty 50 Index Fund −10.25%. 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 Zerodha Nifty 50 Index Fund?
Zerodha Nifty 50 Index Fund charges less: 0.28% 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 Zerodha Nifty 50 Index Fund overlap?
49.5%. They hold 23 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life ESG Integration Strategy Fund or Zerodha Nifty 50 Index Fund?
On SEBI's riskometer, Aditya Birla Sun Life ESG Integration Strategy Fund is rated Very High and Zerodha Nifty 50 Index Fund Very High. Over 1 years, the standard deviation of daily returns was 14.00% and 13.60% a year.
Can I invest in both Aditya Birla Sun Life ESG Integration Strategy Fund and Zerodha Nifty 50 Index Fund?
Yes. 49.5% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Aditya Birla Sun Life ESG Integration Strategy Fund and Zerodha Nifty 50 Index Fund?
Aditya Birla Sun Life ESG Integration Strategy Fund: Jonas Bhutta. Zerodha Nifty 50 Index Fund: Kedarnath Mirajkar.
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.