Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
Franklin Templeton European Opportunities Fund - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin Templeton European Opportunities Fund - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin Templeton European Opportunities Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹237 Cr | ₹18 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Dec 2007 | 16 May 2014 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | BSE India Bond Index |
| Turn Over | 2% | 0.0% |
| Expense Ratio | 1.28 | 1.39 |
| Manager | Dhaval Joshi | Sandeep Manam |
| ISIN Code | INF084M01AZ7 | INF090I01KU2 |
| 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 - Templeton European 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 Templeton European Opportunities Fund - Growth |
|---|---|---|
| 1 Month | 2.4% | - |
| 6 Month | 13.66% | - |
| 1 Year | 14.68% | - |
| 3 Year | 21.17% | - |
| 5 Year | 14.49% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin Templeton European Opportunities Fund - Growth |
|---|---|---|
| 6 Month | 6.27% | - |
| 1 Year | 27.31% | - |
| 3 Year | 20.63% | - |
| 5 Year | 16.89% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin Templeton European Opportunities Fund - Growth |
|---|---|---|
| 1 Year | 9.28% | - |
| 3 Year | 7.97% | - |
| 5 Year | 6.75% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin Templeton European Opportunities Fund - Growth |
|---|---|---|
| Standard Deviation | 17.54% | 18.18% |
| Sharp | 0.43% | 0.17% |
| Beta | - | 0.98% |
| Alpha | - | -6.70% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin Templeton European 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 Templeton European Opportunities Fund - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Franklin Templeton European Opportunities Fund - Growth |
|---|---|---|
| Others | 100.01 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Franklin Templeton European Opportunities Fund - Growth |
|---|---|---|
| Others | 100.01 | 100 |
Top Comparisons
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.99%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.96%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns21.34%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.82%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns18.29%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.7%
Kotak Multicap Fund-Regular Plan-Growth
3Y Returns22.09%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.55%