Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs Kotak NASDAQ 100 Fund of Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

Invest Now

tortoise-icon Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹237 Cr ₹3883 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Dec 2007 02 Feb 2021
Category International International
Fund Type Open Ended Open Ended
Benchmark MSCI World BSE India Bond Index
Turn Over 2% 1%
Expense Ratio 1.28 0.61
Manager Dhaval Joshi Abhishek Bisen
ISIN Code INF084M01AZ7 INF174KA1FR5
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 Kotak US Specific Equity Passive FOF - Regular Plan - Growth
1 Month 2.4% 1.45%
6 Month 13.66% 22.67%
1 Year 14.68% 26.1%
3 Year 21.17% 33.14%
5 Year 14.49% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Kotak US Specific Equity Passive FOF - Regular Plan - Growth
6 Month 6.27% 9.57%
1 Year 27.31% 46.12%
3 Year 20.63% 32.47%
5 Year 16.89% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Kotak US Specific Equity Passive FOF - Regular Plan - Growth
1 Year 9.28% 21.62%
3 Year 7.97% 15.64%
5 Year 6.75% -

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Standard Deviation 12.46% 17.08%
Sharp 1.19% 1.42%
Beta - -
Alpha - -

Fund Managers

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Name Dhaval Joshi Abhishek Bisen
Total AUM ₹361932 Cr ₹0 Cr
Funds Managed 55 33
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Others 100.01 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Others 100.01 100

Top Comparisons

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

Bajaj Finserv Arbitrage Fund Regular - Growth Bajaj Finserv Arbitrage Fund Regular - Growth

3Y Returns0%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.95%

Compare Now

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns21.34%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.5%

Compare Now
Add to Cart Successfully