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Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹211 Cr | ₹3989 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Dec 2007 | 13 Feb 2012 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World | Russell 3000 Growth |
| Turn Over | 2% | 0.0% |
| Expense Ratio | 1.28 | 1.53 |
| Manager | Dhaval Joshi | Sandeep Manam |
| ISIN Code | INF084M01AZ7 | INF090I01EW1 |
| 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 | Franklin India Feeder - Franklin U.S. Opportunities 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 | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
|---|---|---|
| 1 Month | -7.12% | -14.22% |
| 6 Month | 3.56% | 0.53% |
| 1 Year | 7.18% | 3.77% |
| 3 Year | 14.23% | 11.59% |
| 5 Year | 8.92% | 15.44% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
|---|---|---|
| 6 Month | -0.52% | -6.75% |
| 1 Year | 6.86% | -6.67% |
| 3 Year | 19.26% | 16.25% |
| 5 Year | 14.47% | 10.56% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
|---|---|---|
| 1 Year | 9.12% | 18.3% |
| 3 Year | 7.37% | 12.68% |
| 5 Year | 6.08% | 15.3% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
|---|---|---|
| Standard Deviation | 15.174% | 19.604% |
| Sharp | 0.601% | 0.42% |
| 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 | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
|---|---|---|
| Name | Dhaval Joshi | Sandeep Manam |
| Total AUM | ₹361932 Cr | ₹74256 Cr |
| Fund Manage | 55 | 20 |
| Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option | Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option |
Franklin India Feeder - Franklin U.S. Opportunities 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 |
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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