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

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HSBC Global Equity Climate Change Fund of Fund - 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	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
Fund	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹239 Cr	₹52 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	31 Dec 2007	17 Mar 2021
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	MSCI World	BSE India Bond Index
Turn Over	2%	70%
Expense Ratio	1.28	2.09
Manager	Dhaval Joshi	Kapil Punjabi
ISIN Code	INF084M01AZ7	INF336L01PY4
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	HSBC Global Equity Climate Change Fund of Fund - Regular Plan - 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	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
1 Month	2.19%	1.78%
6 Month	11.99%	4.89%
1 Year	13.45%	9.43%
3 Year	21.21%	8.78%
5 Year	13.76%	-

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
6 Month	6.56%	2.55%
1 Year	27.04%	16.77%
3 Year	20.5%	10.5%
5 Year	17.04%	-

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
1 Year	9.32%	4.65%
3 Year	7.99%	0.64%
5 Year	6.78%	-

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
Standard Deviation	17.54%	13.71%
Sharp	0.43%	0.22%
Beta	-	-
Alpha	-	-

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
Name	Dhaval Joshi	Kapil Punjabi
Total AUM	₹361932 Cr	₹23996 Cr
Funds Managed	55	9
	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	HSBC Global Equity Climate Change Fund of Fund - Regular - Growth