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DSP US Flexible Equity Fund vs Aditya Birla Sun Life Global Excellence Equity Fund Of Fund compare
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
DSP US Specific Equity Omni FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹232 Cr | ₹1045 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Dec 2007 | 03 Aug 2012 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | Russell 1000 TRI |
| Turn Over | 2% | 20% |
| Expense Ratio | 1.28 | 2.34 |
| Manager | Dhaval Joshi | Laukik Bagwe |
| ISIN Code | INF084M01AZ7 | INF740K01LP6 |
| 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 US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.14% | 2.08% |
| 6 Month | 17.78% | 33.57% |
| 1 Year | 12.07% | 28.19% |
| 3 Year | 24.05% | 23.16% |
| 5 Year | 14.85% | 17.74% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.84% | 10.1% |
| 1 Year | 22.27% | 44.47% |
| 3 Year | 19.38% | 25.5% |
| 5 Year | 15.96% | 19.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.21% | 14.75% |
| 3 Year | 7.92% | 13.35% |
| 5 Year | 6.72% | 14.51% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 14.66% |
| Sharp | 1.20% | 1.06% |
| Beta | - | 0.97% |
| Alpha | - | -0.93% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP US Specific Equity Omni FOF - Regular Plan - 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 US Specific Equity Omni FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
DSP US Specific Equity Omni FOF - 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 US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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