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tortoise-icon ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

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tortoise-icon PGIM India Global Equity Opportunities Fund of Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH PGIM India Global Equity Opportunities Fund of Fund - Growth
Fund ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH PGIM India Global Equity Opportunities Fund of Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹180 Cr ₹1497 Cr
Min Investment ₹10000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 31 Oct 2023 13 May 2010
Category International International
Fund Type Open Ended Open Ended
Benchmark Bloomberg US Treasury 3-10 Year MSCI All Country World TRI
Turn Over % 34%
Expense Ratio 0.2 2.36
Manager Bhupesh Bameta Ojasvi Khicha
ISIN Code INF209KB19W1 INF223J01AU8
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 PGIM India Global Equity Opportunities Fund - Growth charges 0.5% 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 PGIM India Global Equity Opportunities Fund of Fund - Growth
1 Month 2.14% 5.38%
6 Month 5.58% 22.45%
1 Year 8.2% 12.46%
3 Year - 22.45%
5 Year - 10.25%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH PGIM India Global Equity Opportunities Fund of Fund - Growth
6 Month 5.92% 12.07%
1 Year 16.22% 21.55%
3 Year - 20.41%
5 Year - 13.32%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH PGIM India Global Equity Opportunities Fund of Fund - Growth
1 Year 7.86% 11.32%
3 Year - 9.42%
5 Year - 10.2%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH PGIM India Global Equity Opportunities Fund of Fund - Growth
Standard Deviation - 17.45%
Sharp - 0.76%
Beta - 1.04%
Alpha - -1.48%

Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH PGIM India Global Equity Opportunities Fund of Fund - Growth
Name Bhupesh Bameta Ojasvi Khicha
Total AUM ₹0 Cr ₹10599 Cr
Funds Managed 10 7
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH PGIM India Global Equity Opportunities Fund of Fund - Growth

Market Cap

Scheme Name

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

PGIM India Global Equity Opportunities Fund of Fund - 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

PGIM India Global Equity Opportunities Fund of Fund - Growth

Others 100 100

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