Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹262 Cr | ₹182 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2008 | 07 Aug 2013 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI All Country World TRI | BSE India Bond Index |
| Turn Over | 2% | 18% |
| Expense Ratio | 1.16 | 2.33 |
| Manager | Dhaval Joshi | Bhavesh Jain |
| ISIN Code | INF084M01AT0 | INF843K01ED9 |
| Exits Load | Aditya Birla Sun Life Global Emerging Opportunities Fund - Growth charges 0.25% of sell value; if fund sold before 28 days. There are no other charges./365 | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.63% | -0.39% |
| 6 Month | 13.78% | 14.17% |
| 1 Year | 10.38% | 5.71% |
| 3 Year | 16.77% | 11.93% |
| 5 Year | 10.27% | 14.48% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.03% | 4.8% |
| 1 Year | 15.26% | 15.03% |
| 3 Year | 15.35% | 13.42% |
| 5 Year | 11.34% | 11.91% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.11% | 9.08% |
| 3 Year | 5.37% | 9.77% |
| 5 Year | 6.99% | 11.4% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.87% | 12.43% |
| Sharp | 0.71% | 0.44% |
| Beta | - | 0.77% |
| Alpha | - | -7.59% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Bhavesh Jain |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 22 |
| Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.05%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns15.51%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.5%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.25%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.72%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Invesco India Flexi Cap Fund - Growth
3Y Returns21.29%
Quant Flexi Cap Fund-Growth
3Y Returns15.17%