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) | ₹222 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 | 2.47% | 6.1% |
6 Month | 12.99% | 11.26% |
1 Year | 13.66% | 7.13% |
3 Year | 20.75% | 8.04% |
5 Year | 14.71% | 7.64% |
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 | 9.56% | 3.87% |
1 Year | 20.66% | 6.31% |
3 Year | 20.25% | 8.11% |
5 Year | 16.02% | 5.91% |
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 | 8.95% | 2.15% |
3 Year | 7.72% | 1.54% |
5 Year | 6.38% | 0.14% |
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 | 13.95% | 18.18% |
Sharp | 0.95% | 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 | 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 | 100 |
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