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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 World Energy 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 World Energy Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Energy Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹199 Cr ₹135 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 31 Dec 2007 14 Aug 2009
Category International FoF International FoF
Fund Type Open Ended Open Ended
Benchmark MSCI World MSCI World,MSCI World Energy 10/40 Net TRI
Turn Over 2% 20%
Expense Ratio 1.28 2.1
Manager Dhaval Joshi Jay Kothari
ISIN Code INF084M01AZ7 INF740K01284
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 World Energy Fund - Regular Plan - Growth
1 Month -1.62% -6.6%
6 Month 5.01% -6.21%
1 Year 23.17% 2.47%
3 Year 8% -1.66%
5 Year 8.41% 5.53%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Energy Fund - Regular Plan - Growth
6 Month - -
1 Year 21.39% 3%
3 Year 21.12% 4.44%
5 Year 15.48% 6.6%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Energy Fund - Regular Plan - Growth
1 Year 8.9% 2.15%
3 Year 7.16% 3.73%
5 Year 5.95% 3.27%

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Energy Fund - Regular Plan - Growth
Standard Deviation 17.54% 21.65%
Sharp 0.43% 0.09%
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 World Energy Fund - Regular Plan - Growth
Name Dhaval Joshi Jay Kothari
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 20
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option DSP World Energy 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 World Energy 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 World Energy Fund - Regular Plan - Growth

Others 1.1 1.48
Financial 98.9 98.52

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