Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹262 Cr | ₹139 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2008 | 22 Aug 2007 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI All Country World TRI | BSE India Bond Index |
| Turn Over | 2% | 25% |
| Expense Ratio | 1.16 | 2.31 |
| Manager | Dhaval Joshi | Rohit Seksaria |
| ISIN Code | INF084M01AT0 | INF903J01EX1 |
| 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 | Sundaram Global Brand 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 | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Month | 0.86% | 3.07% |
| 6 Month | 18.84% | 24.58% |
| 1 Year | 15.13% | 26.36% |
| 3 Year | 16.53% | 21.8% |
| 5 Year | 12.22% | 15.28% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 6 Month | 5.23% | 7.33% |
| 1 Year | 18.82% | 25.3% |
| 3 Year | 16.98% | 18.92% |
| 5 Year | 12.35% | 14.84% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Year | 7.11% | 10.89% |
| 3 Year | 5.37% | 7.89% |
| 5 Year | 6.99% | 6.59% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Standard Deviation | 12.87% | 12.53% |
| Sharp | 0.71% | 1.15% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Rohit Seksaria |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 15 |
| Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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