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Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
PGIM India Global Equity Opportunities Fund of Fund - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹232 Cr | ₹1615 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Dec 2007 | 13 May 2010 |
| Category | Domestic Equity FoF | Domestic Equity FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | MSCI All Country World TRI |
| Turn Over | 2% | 34% |
| Expense Ratio | 1.28 | 2.36 |
| Manager | Dhaval Joshi | Ojasvi Khicha |
| ISIN Code | INF084M01AZ7 | INF223J01AU8 |
| 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 | PGIM India Global Equity Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 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 | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| 1 Month | 1.97% | 1.46% |
| 6 Month | 22.33% | 22.02% |
| 1 Year | 16.65% | 15.14% |
| 3 Year | 23.92% | 23.77% |
| 5 Year | 16.41% | 9.65% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| 6 Month | 6.93% | 7.97% |
| 1 Year | 23.18% | 23.5% |
| 3 Year | 20.36% | 20.37% |
| 5 Year | 16.5% | 13.87% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| 1 Year | 9.03% | 11.32% |
| 3 Year | 7.82% | 9.51% |
| 5 Year | 6.52% | 10.06% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 16.57% |
| Sharp | 1.21% | 0.99% |
| Beta | - | 1.08% |
| Alpha | - | -1.24% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Name | Dhaval Joshi | Ojasvi Khicha |
| Total AUM | ₹361932 Cr | ₹10599 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | PGIM India Global Equity Opportunities Fund of Fund - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
PGIM India Global Equity Opportunities Fund of 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 |
PGIM India Global Equity Opportunities Fund of Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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