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

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Sundaram Global Brand Theme - Equity Active FOF 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	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹232 Cr	₹139 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	31 Dec 2007	22 Aug 2007
Category	Gold	Gold
Fund Type	Open Ended	Open Ended
Benchmark	MSCI World	BSE India Bond Index
Turn Over	2%	25%
Expense Ratio	1.28	2.31
Manager	Dhaval Joshi	Rohit Seksaria
ISIN Code	INF084M01AZ7	INF903J01EX1
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	Sundaram Global Brand Fund - 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	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month	1.2%	3.15%
6 Month	21.94%	25.06%
1 Year	19.11%	26.86%
3 Year	22.83%	22.32%
5 Year	16.32%	15.36%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month	6.93%	7.38%
1 Year	23.18%	25.82%
3 Year	20.36%	19.13%
5 Year	16.5%	14.96%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year	9.03%	10.89%
3 Year	7.82%	7.89%
5 Year	6.52%	6.59%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation	12.45%	12.53%
Sharp	1.21%	1.15%
Beta	-	-
Alpha	-	-

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Name	Dhaval Joshi	Rohit Seksaria
Total AUM	₹361932 Cr	₹0 Cr
Funds Managed	55	15
	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Sundaram Global Brand Theme - Equity Active FOF Regular Growth