ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹180 Cr | ₹3246 Cr |
Min Investment | ₹10000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹5000 | ₹100 |
Launch Date | 31 Oct 2023 | 05 Mar 2020 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | Bloomberg US Treasury 3-10 Year | Russel 1000 Equal Weighted Technology |
Turn Over | % | 18% |
Expense Ratio | 0.2 | 2.35 |
Manager | Bhupesh Bameta | Bhavesh Jain |
ISIN Code | INF209KB19W1 | INF754K01LC5 |
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 | Edelweiss US Technology Equity FOF - Growth charges 1.0% of sell value; if fund sold before 90 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 | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
1 Month | 2.54% | 7.24% |
6 Month | 5.62% | 34.63% |
1 Year | 8.53% | 45.88% |
3 Year | - | 31.15% |
5 Year | - | 18.86% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
6 Month | 5.92% | 19.44% |
1 Year | 16.22% | 43.57% |
3 Year | - | 35.64% |
5 Year | - | 22.79% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.86% | 28.53% |
3 Year | - | 9.04% |
5 Year | - | 17.73% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | - | 25.58% |
Sharp | - | 0.86% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Name | Bhupesh Bameta | Bhavesh Jain |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 10 | 22 |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.62%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.46%
ICICI Prudential Value Fund - Growth
3Y Returns21.33%
HSBC Value Fund - Regular Growth
3Y Returns22.3%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns27.54%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns0%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns20.35%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns12.13%