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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)	₹239 Cr	₹149 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	31 Dec 2007	22 Aug 2007
Category	International	International
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	2.19%	3.5%
6 Month	11.99%	17.54%
1 Year	13.45%	21.08%
3 Year	21.21%	21.76%
5 Year	13.76%	12.62%

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	6.56%	8.71%
1 Year	27.04%	34.43%
3 Year	20.5%	21.24%
5 Year	17.04%	16.54%

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	9.32%	11.06%
3 Year	7.99%	7.96%
5 Year	6.78%	6.74%

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	17.54%	15.74%
Sharp	0.43%	0.15%
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