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tortoise-icon Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

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tortoise-icon Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

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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 Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹197 Cr ₹1441 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Dec 2007 24 Sep 2020
Category International International
Fund Type Open Ended Open Ended
Benchmark MSCI World BSE India Bond Index
Turn Over 2% 66%
Expense Ratio 1.28 1.63
Manager Dhaval Joshi Vinayak Jayanath
ISIN Code INF084M01AZ7 INF846K01X30
Exits Load Aditya Birla Sun Life Global Excellence Equity Fund of Fund - Retail Plan - Growth charges 0.25% of sell value; if fund sold before 28 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 Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Month 4.44% 5.3%
6 Month 13.97% 14.81%
1 Year 18.07% 26.17%
3 Year 22.85% 22.11%
5 Year 15.63% 16.48%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
6 Month 6.73% 6.9%
1 Year 28.48% 32.42%
3 Year 20.78% 24.5%
5 Year 17.51% 19.07%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
1 Year 9.39% 17.6%
3 Year 8.05% 10.46%
5 Year 6.84% 15.46%

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Standard Deviation 17.54% 13.6%
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Name Dhaval Joshi Vinayak Jayanath
Total AUM ₹361932 Cr ₹0 Cr
Funds Managed 55 18
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

Others 100 100

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