Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs DSP US Flexible Equity Fund compare
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
DSP US Flexible Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹209 Cr | ₹935 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 31 Dec 2007 | 03 Aug 2012 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | MSCI World | Russell 1000 TRI |
Turn Over | 2% | 20% |
Expense Ratio | 1.28 | 2.34 |
Manager | Dhaval Joshi | Laukik Bagwe |
ISIN Code | INF084M01AZ7 | INF740K01LP6 |
Exits Load | Aditya Birla Sun Life Global Excellence Equity Fund of Fund - Retail Plan - Growth charges 0.25% of sell value; if fund sold before 28 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.91% | 4.19% |
6 Month | 3.6% | 8.98% |
1 Year | 13.4% | 21.99% |
3 Year | 18.91% | 17.15% |
5 Year | 14.53% | 17.04% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.43% | 13.27% |
1 Year | 14.87% | 29.56% |
3 Year | 19.42% | 20.85% |
5 Year | 15.14% | 16.43% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.02% | 14.57% |
3 Year | 7.58% | 13.17% |
5 Year | 6.25% | 14.18% |
Risk Management
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.76% | 16.35% |
Sharp | 0.92% | 0.77% |
Beta | - | 0.93% |
Alpha | - | -1.79% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Laukik Bagwe |
Total AUM | ₹361932 Cr | ₹12579 Cr |
Funds Managed | 55 | 10 |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Flexible Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
DSP US Flexible Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns17.61%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns23.9%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns24.69%
Invesco India Financial Services Fund - Retail Growth
3Y Returns22.52%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns17.49%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%