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ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
Edelweiss US Value Equity Offshore 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 | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹180 Cr | ₹178 Cr |
| Min Investment | ₹10000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹5000 | ₹100 |
| Launch Date | 31 Oct 2023 | 07 Aug 2013 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Bloomberg US Treasury 3-10 Year | BSE India Bond Index |
| Turn Over | % | 18% |
| Expense Ratio | 0.2 | 2.33 |
| Manager | Bhupesh Bameta | Bhavesh Jain |
| ISIN Code | INF209KB19W1 | INF843K01ED9 |
| 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 Value Equity Offshore Fund - Regular Plan - 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 Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.54% | 4.41% |
| 6 Month | 5.62% | 9.1% |
| 1 Year | 8.53% | 14.93% |
| 3 Year | - | 12.68% |
| 5 Year | - | 15.55% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.92% | 8.21% |
| 1 Year | 16.22% | 15.33% |
| 3 Year | - | 14.24% |
| 5 Year | - | 12.52% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.86% | 8.92% |
| 3 Year | - | 9.67% |
| 5 Year | - | 11.34% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.93% |
| Sharp | - | 0.47% |
| Beta | - | 0.80% |
| Alpha | - | -6.02% |
Fund Managers
| Scheme Name | ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 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 Value Equity Offshore 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 |
Edelweiss US Value Equity Offshore 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 |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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