Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 0.41% -0.81%
6 Month 16.09% 14.54%
1 Year 17.74% 9.6%
3 Year 16.9% 12%
5 Year 12.37% 14.91%

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 5.01% 5.31%
1 Year 19.86% 14.46%
3 Year 17.3% 13.61%
5 Year 12.5% 12.2%

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

ITI Small Cap Fund Regular - Growth ITI Small Cap Fund Regular - Growth

3Y Returns26.31%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns20.32%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns16.46%

VS

Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

3Y Returns13.23%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns15.18%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.08%

Compare Now

Taurus Banking & Financial Services Fund - Regular Plan - Growth Taurus Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns17.45%

Compare Now
Add to Cart Successfully