Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth

Invest Now

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 DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹232 Cr ₹1694 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Dec 2007 21 Aug 2014
Category Gold Domestic FoF
Fund Type Open Ended Open Ended
Benchmark MSCI World BSE India Bond Index
Turn Over 2% 429%
Expense Ratio 1.28 2.08
Manager Dhaval Joshi Laukik Bagwe
ISIN Code INF084M01AZ7 INF740K01Z27
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
1 Month 0.97% 0.34%
6 Month 14.14% 2.34%
1 Year 13.99% 6.18%
3 Year 22.06% 10.25%
5 Year 14.02% 6.54%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
6 Month 5.65% 1.29%
1 Year 21.15% 4.69%
3 Year 19.08% 9.11%
5 Year 16.13% 7.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
1 Year 9.21% -
3 Year 7.92% -
5 Year 6.72% -

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
Standard Deviation 12.45% 7.26%
Sharp 1.20% 0.58%
Beta - -
Alpha - -

Fund Managers

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
Name Dhaval Joshi Laukik Bagwe
Total AUM ₹361932 Cr ₹12579 Cr
Funds Managed 55 10
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth

Market Cap

Scheme Name

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

DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth

Others 100 100

Sector Allocation

Scheme Name

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

DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth

Others 100 100

Top Comparisons

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns13.55%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns19.96%

Compare Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns16.81%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.57%

Compare Now

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns7.63%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns6.73%

Compare Now

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns7.51%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.55%

Compare Now
Add to Cart Successfully