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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 DSP Global Allocation Fund - Regular Plan - 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 DSP Global Allocation Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹199 Cr ₹66 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Dec 2007 21 Aug 2014
Category International FoF International FoF
Fund Type Open Ended Open Ended
Benchmark MSCI World BSE India Bond Index
Turn Over 2% 429%
Expense Ratio 1.28 2.03
Manager Dhaval Joshi Laukik Bagwe
ISIN Code INF084M01AZ7 INF740K01Z27
Exits Load Exit load of 0.25%, if redeemed within 28 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
1 Month 0.24% 1.15%
6 Month 5.19% 5.68%
1 Year 23.62% 16.8%
3 Year 8.21% 5.41%
5 Year 8.84% 9.23%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 13.38% -
3 Year 18.46% -
5 Year 14.21% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
1 Year 8.9% 6.15%
3 Year 7.16% 6.45%
5 Year 5.95% 7.85%

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
Standard Deviation 17.54% 9.79%
Sharp 0.43% -0.1%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth
Name Dhaval Joshi Laukik Bagwe
Total AUM ₹361932 Cr ₹12579 Cr
Fund Manage 55 10
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP Global Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

DSP Global Allocation Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

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

DSP Global Allocation Fund - Regular Plan - Growth

Others 1.1 1.51
Financial 98.9 98.49

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