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) | ₹232 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 | Gold | 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 | -1.38% | - |
| 6 Month | 19% | - |
| 1 Year | 13.71% | - |
| 3 Year | 24.62% | - |
| 5 Year | 14.9% | - |
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 | 4.84% | - |
| 1 Year | 22.27% | - |
| 3 Year | 19.38% | - |
| 5 Year | 15.96% | - |
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 | 9.03% | - |
| 3 Year | 7.82% | - |
| 5 Year | 6.52% | - |
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 | 12.45% | 18.18% |
| Sharp | 1.21% | 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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