DSP Global Allocation Fund vs Aditya Birla Sun Life Global Excellence Equity Fund Of Fund compare

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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 DSP Global Allocation Fund - Regular Plan - 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 Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹172 Cr ₹56 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Dec 2007 21 Aug 2014
Category International FoF International FoF
Fund Type Open Ended Open Ended
Benchmark MSCI World S&P 500 TRI,FTSE World (ex-US),MLUS Treasury Curr5Y,Non USDWorld GovBond
Turn Over 2% 429%
Expense Ratio 1.28 2.07
Manager Dhaval Joshi Laukik Bagwe
ISIN Code INF084M01AZ7 INF740K01Z27
Exits Load 0.25% for redemption within 28 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
1 Month 2.23% 2.78%
6 Month 20.23% 10.47%
1 Year 29.19% 13.39%
3 Year 11.44% 4.66%
5 Year 10.45% 10.24%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 15.87% 7.29%
3 Year 33.35% 13.34%
5 Year 43.61% 21.78%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
1 Year 11.87% 8.97%
3 Year 31.57% 16.61%
5 Year 47.49% 23.51%

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
Standard Deviation 17.54% 9.79%
Sharp 0.43% -0.1%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
Name Dhaval Joshi Laukik Bagwe
Total AUM ₹361932 Cr ₹12579 Cr
Fund Manage 55 10
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

DSP Global Allocation Fund - Regular Plan - 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 Global Allocation Fund - Regular Plan - Growth

Financial 98.9 98.49
Others 1.1 1.51

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