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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)	₹232 Cr	₹53 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	31 Dec 2007	17 Mar 2021
Category	Domestic Equity FoF	Domestic Equity FoF
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	1.97%	-0.38%
6 Month	22.33%	16.27%
1 Year	16.65%	11.74%
3 Year	23.92%	11.35%
5 Year	16.41%	-

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	6.8%	4.32%
1 Year	22.33%	18.95%
3 Year	19.99%	11.19%
5 Year	16.28%	-

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	9.03%	4.65%
3 Year	7.82%	0.64%
5 Year	6.52%	-

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	12.45%	13.95%
Sharp	1.21%	0.37%
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