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) | ₹181 Cr | ₹1287 Cr |
| Min Investment | ₹10000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹5000 | ₹100 |
| Launch Date | 31 Oct 2023 | 24 Sep 2020 |
| Category | Corporate Bond | 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 | 2.76% | 4.04% |
| 6 Month | 9.47% | 14.66% |
| 1 Year | 14.23% | 22.66% |
| 3 Year | - | 22.09% |
| 5 Year | - | 15.36% |
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 | 4.07% | 6.16% |
| 1 Year | 15.06% | 32.38% |
| 3 Year | - | 23.96% |
| 5 Year | - | 18.39% |
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 | 7.97% | 17.2% |
| 3 Year | - | 10.31% |
| 5 Year | - | 15.73% |
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 | - | 11.33% |
| Sharp | - | 1.21% |
| 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 |
Top Comparisons
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.26%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns14.81%
SBI Comma Fund - Regular Plan - Growth
3Y Returns15.73%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.47%
Kotak Midcap Fund - Growth
3Y Returns20.28%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.14%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.65%