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Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs Edelweiss US Value Equity Offshore Fund compare
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹222 Cr | ₹178 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Dec 2007 | 07 Aug 2013 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | BSE India Bond Index |
| Turn Over | 2% | 18% |
| Expense Ratio | 1.28 | 2.33 |
| Manager | Dhaval Joshi | Bhavesh Jain |
| ISIN Code | INF084M01AZ7 | INF843K01ED9 |
| 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 | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.86% | -1.49% |
| 6 Month | 22.47% | 16.34% |
| 1 Year | 11.69% | 6.72% |
| 3 Year | 24.7% | 13.29% |
| 5 Year | 14.89% | 14.41% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.22% | 5.66% |
| 1 Year | 26.16% | 14.56% |
| 3 Year | 21.35% | 13.73% |
| 5 Year | 16.84% | 12.13% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.03% | 9.08% |
| 3 Year | 7.82% | 9.77% |
| 5 Year | 6.52% | 11.4% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.90% | 13.44% |
| Sharp | 1.31% | 0.65% |
| Beta | - | 0.81% |
| Alpha | - | -6.98% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Bhavesh Jain |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 22 |
| Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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