Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
SBI US Specific Equity Active FoF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | SBI US Specific Equity Active FoF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹263 Cr | ₹1091 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2008 | 22 Mar 2021 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI All Country World TRI | BSE 500 |
| Turn Over | 2% | 37% |
| Expense Ratio | 1.16 | 1.6 |
| Manager | Dhaval Joshi | Pradeep Kesavan |
| ISIN Code | INF084M01AT0 | INF200KA1T96 |
| 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 | SBI International Access - US Equity FOF - Regular Plan - 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 | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.38% | 4.76% |
| 6 Month | 7.62% | 25.7% |
| 1 Year | 10.56% | 25.36% |
| 3 Year | 14.57% | 25.98% |
| 5 Year | 10.52% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.75% | 9.55% |
| 1 Year | 17.64% | 45.9% |
| 3 Year | 16.06% | 28.06% |
| 5 Year | 11.91% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.3% | 14.25% |
| 3 Year | 5.28% | 12.97% |
| 5 Year | 6.87% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.65% | 14.59% |
| Sharp | 0.13% | 1.07% |
| Beta | - | 1.09% |
| Alpha | - | -2.08% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Pradeep Kesavan |
| Total AUM | ₹361932 Cr | ₹434274 Cr |
| Funds Managed | 55 | 43 |
| Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | SBI US Specific Equity Active FoF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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