Aditya Birla Sun Life Global Excellence Equity Fund Of Fund-REGULAR - RETAIL - IDCW Aditya Birla Sun Life Global Excellence Equity Fund Of Fund-REGULAR - RETAIL - IDCW

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Portfolio Analysis

  • ₹32.25 (0.1902%)

    Current NAV 11-07-2024

  • 31.96%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 98.9%
  • Others 1.1%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Others 98.9

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Julius Baer Global Excellence Equity USD C Financial 98.9% 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 1.1

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.16% 0%
Others Others -0.06% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Aditya Birla Sun Life Global Excellence Equity Fund Of Fund?

The top holdings of this fund are Julius Baer Global Excellence Equity USD C

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Aditya Birla Sun Life Global Excellence Equity Fund Of Fund?

The major sectors of this fund are Financial.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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