Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs Motilal Oswal Nasdaq 100 Fund of Fund compare
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
Motilal Oswal Nasdaq 100 Fund of 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 | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
---|---|---|
Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹222 Cr | ₹5632 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 31 Dec 2007 | 29 Nov 2018 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | MSCI World | BSE India Bond Index |
Turn Over | 2% | 11.16% |
Expense Ratio | 1.28 | 0.58 |
Manager | Dhaval Joshi | Rakesh Shetty |
ISIN Code | INF084M01AZ7 | INF247L01700 |
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 | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
---|---|---|
1 Month | 3.89% | 2.36% |
6 Month | 13.98% | 14.98% |
1 Year | 15.18% | 29.87% |
3 Year | 21.51% | 26.94% |
5 Year | 14.8% | 19.27% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
---|---|---|
6 Month | 9.56% | 12.85% |
1 Year | 20.66% | 24.99% |
3 Year | 20.25% | 29.59% |
5 Year | 16.02% | 22.03% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
---|---|---|
1 Year | 8.95% | 32.2% |
3 Year | 7.72% | 16.13% |
5 Year | 6.38% | 23.5% |
Risk Management
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
---|---|---|
Standard Deviation | 13.95% | 21.71% |
Sharp | 0.95% | 0.95% |
Beta | - | 0.83% |
Alpha | - | 2.95% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
---|---|---|
Name | Dhaval Joshi | Rakesh Shetty |
Total AUM | ₹361932 Cr | ₹33886 Cr |
Funds Managed | 55 | 19 |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Motilal Oswal Nasdaq 100 Fund of 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 |
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.47%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.99%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.04%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.13%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.1%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.97%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Axis Small Cap Fund Regular Growth
3Y Returns17.91%