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

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tortoise-icon 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) ₹222 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 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 2.47% 0.3%
6 Month 12.99% 14.82%
1 Year 13.66% 7.96%
3 Year 20.75% 10.52%
5 Year 14.71% -

SIP Return Analysis

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 9.56% 6.06%
1 Year 20.66% 16.15%
3 Year 20.25% 10.52%
5 Year 16.02% -

Rolling 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 Year 8.95% 4.05%
3 Year 7.72% 0.1%
5 Year 6.38% -

Risk Management

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 13.95% 15.28%
Sharp 0.95% 0.26%
Beta - -
Alpha - -

Fund Managers

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

Market Cap

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

Others 100 100

Sector Allocation

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

Others 100 100

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