Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹263 Cr | ₹4520 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2008 | 13 Feb 2012 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI All Country World TRI | Russell 3000 Growth |
| Turn Over | 2% | 0.0% |
| Expense Ratio | 1.16 | 1.53 |
| Manager | Dhaval Joshi | Sandeep Manam |
| ISIN Code | INF084M01AT0 | INF090I01EW1 |
| Exits Load | Aditya Birla Sun Life Global Emerging Opportunities Fund - Growth charges 0.25% of sell value; if fund sold before 28 days. There are no other charges./365 | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| 1 Month | 1.78% | 1.52% |
| 6 Month | 6.99% | 11.28% |
| 1 Year | 9.66% | 10.3% |
| 3 Year | 14.43% | 24.41% |
| 5 Year | 10.19% | 11.04% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| 6 Month | 2.75% | 3.53% |
| 1 Year | 17.64% | 22.97% |
| 3 Year | 16.06% | 21.75% |
| 5 Year | 11.91% | 15.88% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| 1 Year | 7.3% | 17.48% |
| 3 Year | 5.28% | 13.91% |
| 5 Year | 6.87% | 14.93% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.65% | 16.60% |
| Sharp | 0.13% | 0.95% |
| Beta | - | 1.00% |
| Alpha | - | -6.47% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Name | Dhaval Joshi | Sandeep Manam |
| Total AUM | ₹361932 Cr | ₹74256 Cr |
| Funds Managed | 55 | 20 |
| Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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