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Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

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Franklin U.S. Opportunities Equity Active FOF - Regular - 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	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Fund	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - 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)	₹239 Cr	₹4460 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	31 Dec 2007	13 Feb 2012
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	MSCI World	Russell 3000 Growth
Turn Over	2%	0.0%
Expense Ratio	1.28	1.53
Manager	Dhaval Joshi	Sandeep Manam
ISIN Code	INF084M01AZ7	INF090I01EW1
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	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 Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
1 Month	3.76%	3.39%
6 Month	13.08%	9.23%
1 Year	16.91%	11.22%
3 Year	21.46%	24.85%
5 Year	13.75%	9.83%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
6 Month	5.12%	2.44%
1 Year	22.95%	18.32%
3 Year	19.18%	19.66%
5 Year	16.37%	15.06%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
1 Year	9.32%	17.43%
3 Year	7.99%	13.96%
5 Year	6.78%	14.9%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Standard Deviation	12.46%	16.60%
Sharp	1.19%	0.95%
Beta	-	1.00%
Alpha	-	-6.47%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - 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 Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth