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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 Franklin India Feeder - Franklin U.S. Opportunities Fund - 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 India Feeder - Franklin U.S. Opportunities Fund - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹209 Cr ₹4073 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 India Feeder - Franklin U.S. Opportunities Fund - Growth
1 Month 2.11% 2.68%
6 Month 3.22% 2.23%
1 Year 12.72% 18.83%
3 Year 18.17% 18.56%
5 Year 14.13% 11.64%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
6 Month 7.43% 10.39%
1 Year 14.87% 18.4%
3 Year 19.42% 23.57%
5 Year 15.14% 15.08%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
1 Year 9.02% 18.06%
3 Year 7.58% 12.78%
5 Year 6.25% 15.23%

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
Standard Deviation 14.76% 19.14%
Sharp 0.92% 0.83%
Beta - 1.02%
Alpha - -5.08%

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Fund Managers

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

Market Cap

Scheme Name

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

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Others 100 100

Sector Allocation

Scheme Name

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

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Others 100 100

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