ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹177 Cr | ₹1019 Cr |
Min Investment | ₹10000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹5000 | ₹100 |
Launch Date | 31 Oct 2023 | 24 Sep 2020 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | Bloomberg US Treasury 3-10 Year | BSE India Bond Index |
Turn Over | % | 66% |
Expense Ratio | 0.2 | 1.63 |
Manager | Bhupesh Bameta | Vinayak Jayanath |
ISIN Code | INF209KB19W1 | INF846K01X30 |
Exits Load | 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 | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.04% | 2.72% |
6 Month | 4.66% | 7.46% |
1 Year | 7.14% | 23.97% |
3 Year | - | 18.11% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.81% | 11.51% |
1 Year | 11.28% | 29.05% |
3 Year | - | 22.87% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.86% | 16.28% |
3 Year | - | 9.84% |
5 Year | - | - |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 13.28% |
Sharp | - | 0.91% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Name | Bhupesh Bameta | Vinayak Jayanath |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 10 | 18 |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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