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Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
DSP World Energy Fund - 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 World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹209 Cr | ₹85 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 31 Dec 2007 | 14 Aug 2009 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | MSCI World,MSCI World Energy 10/40 Net TRI |
| Turn Over | 2% | 20% |
| Expense Ratio | 1.28 | 2.11 |
| Manager | Dhaval Joshi | Jay Kothari |
| ISIN Code | INF084M01AZ7 | INF740K01284 |
| 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 World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.37% | 4.01% |
| 6 Month | 6.91% | 13.85% |
| 1 Year | 5.5% | 4.58% |
| 3 Year | 20.05% | 11.66% |
| 5 Year | 14.47% | 11.16% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.57% | 13.61% |
| 1 Year | 14.11% | 23.55% |
| 3 Year | 18.9% | 8.16% |
| 5 Year | 14.92% | 7.26% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.02% | 2.01% |
| 3 Year | 7.58% | 3.59% |
| 5 Year | 6.25% | 3.5% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.76% | 20.29% |
| Sharp | 0.92% | 0.28% |
| 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 World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Jay Kothari |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 20 |
| Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | DSP World Energy 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 World Energy 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 World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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