Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹256 Cr | ₹181 Cr |
| Min Investment | ₹100 | ₹10000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹5000 |
| Launch Date | 17 Sep 2008 | 31 Oct 2023 |
| Category | International | Corporate Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI All Country World TRI | Bloomberg US Treasury 3-10 Year |
| Turn Over | 2% | % |
| Expense Ratio | 1.16 | 0.2 |
| Manager | Dhaval Joshi | Bhupesh Bameta |
| ISIN Code | INF084M01AT0 | INF209KB19W1 |
| Exits Load | Aditya Birla Sun Life Global Emerging Opportunities Fund - Growth charges 0.25% of sell value; if fund sold before 28 days. There are no other charges./365 | Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFS Fund Of Funds - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 1.36% | 2.01% |
| 6 Month | 8.65% | 9.09% |
| 1 Year | 10.38% | 12.88% |
| 3 Year | 14.87% | - |
| 5 Year | 10.71% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 3.87% | 4.07% |
| 1 Year | 18.67% | 15.06% |
| 3 Year | 16.29% | - |
| 5 Year | 12.15% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 7.3% | 7.97% |
| 3 Year | 5.28% | - |
| 5 Year | 6.87% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 13.00% | - |
| Sharp | 0.62% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| Name | Dhaval Joshi | Bhupesh Bameta |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 10 |
| Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
|---|---|---|
| Others | 100 | 100 |
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