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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 | Gold | Gold |
| 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 | 3.43% | -0.09% |
| 6 Month | 17% | 12.63% |
| 1 Year | 15.14% | 7.16% |
| 3 Year | 22.61% | 22.7% |
| 5 Year | 14.04% | 8.05% |
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 | 4.84% | 3.95% |
| 1 Year | 22.27% | 19.84% |
| 3 Year | 19.38% | 18.19% |
| 5 Year | 15.96% | 12.95% |
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 | 9.21% | 11.29% |
| 3 Year | 7.92% | 9.6% |
| 5 Year | 6.72% | 9.95% |
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 | 1.20% | 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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