Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs PGIM India Global Equity Opportunities Fund compare
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
PGIM India Global Equity Opportunities Fund of Fund - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹197 Cr | ₹1590 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Dec 2007 | 13 May 2010 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | MSCI All Country World TRI |
| Turn Over | 2% | 34% |
| Expense Ratio | 1.28 | 2.36 |
| Manager | Dhaval Joshi | Ojasvi Khicha |
| ISIN Code | INF084M01AZ7 | INF223J01AU8 |
| 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 | PGIM India Global Equity Opportunities Fund - Growth charges 0.5% 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 | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| 1 Month | 4.91% | -0.21% |
| 6 Month | 15.36% | 4.47% |
| 1 Year | 19.08% | 4.44% |
| 3 Year | 23% | 19.97% |
| 5 Year | 15.74% | 5.82% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| 6 Month | 6.73% | 0.6% |
| 1 Year | 28.48% | 13.31% |
| 3 Year | 20.78% | 14.81% |
| 5 Year | 17.51% | 12.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| 1 Year | 9.39% | 11.03% |
| 3 Year | 8.05% | 9.72% |
| 5 Year | 6.84% | 9.58% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Standard Deviation | 17.54% | 23.06% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Name | Dhaval Joshi | Ojasvi Khicha |
| Total AUM | ₹361932 Cr | ₹10599 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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