DSP World Mining 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 World Mining 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 World Mining Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Mining Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹172 Cr ₹168 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Dec 2007 29 Dec 2009
Category International FoF International FoF
Fund Type Open Ended Open Ended
Benchmark MSCI World MSCI ACWI Metals and Mining 30% Buffer 10/40 (1994) Net TRI
Turn Over 2% 20%
Expense Ratio 1.28 2.17
Manager Dhaval Joshi Jay Kothari
ISIN Code INF084M01AZ7 INF740K01730
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 World Mining Fund - Regular Plan - Growth
1 Month 2.23% 7.47%
6 Month 20.23% 10.62%
1 Year 29.19% 2.14%
3 Year 11.44% 4.99%
5 Year 10.45% 14.87%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Mining Fund - Regular Plan - Growth
6 Month - -
1 Year 15.87% 5.84%
3 Year 33.35% 7.02%
5 Year 43.61% 30.46%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Mining Fund - Regular Plan - Growth
1 Year 11.87% 16.1%
3 Year 31.57% 26.17%
5 Year 47.49% 28.61%

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Mining Fund - Regular Plan - Growth
Standard Deviation 17.54% 26.17%
Sharp 0.43% 0.08%
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 Mining Fund - Regular Plan - Growth
Name Dhaval Joshi Jay Kothari
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 20
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Mining 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 Mining 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 Mining Fund - Regular Plan - Growth

Financial 98.9 98.48
Others 1.1 1.52

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