Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹251 Cr | ₹4282 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2008 | 13 Feb 2012 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | MSCI All Country World TRI | Russell 3000 Growth |
Turn Over | 2% | 0.0% |
Expense Ratio | 1.16 | 1.53 |
Manager | Dhaval Joshi | Sandeep Manam |
ISIN Code | INF084M01AT0 | INF090I01EW1 |
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 | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
1 Month | 0.59% | -1.54% |
6 Month | 18.3% | 20.1% |
1 Year | 12.28% | 11.21% |
3 Year | 16.09% | 24.67% |
5 Year | 11.1% | 10.84% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
6 Month | 7.17% | 4.87% |
1 Year | 21.73% | 16.67% |
3 Year | 17.87% | 21.41% |
5 Year | 12.65% | 14.98% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
1 Year | 7.11% | 17.86% |
3 Year | 5.37% | 13.4% |
5 Year | 6.99% | 15.06% |
Risk Management
Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
Standard Deviation | 13.16% | 16.58% |
Sharp | 0.83% | 1.10% |
Beta | - | 0.99% |
Alpha | - | -6.30% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
Name | Dhaval Joshi | Sandeep Manam |
Total AUM | ₹361932 Cr | ₹74256 Cr |
Funds Managed | 55 | 20 |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option | Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option |
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
Others | 100 | 100 |
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