Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth+0.01%

1Groww
4.77%
1 Year Return
Others
FoF Overseas
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio0.63%
NAV13.27 (13 Sep 2019)
Fund Started02 Jan 2013
Fund Size38 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth
4.8%
4.7%
-1.4%
-0.2%
Category Average
7.6%
12.0%
NA
-
Rank within category
13
19
20
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Julius Baer Equity Next GenerationFinancialForgn.MF- Equity93.9%
    See All

    Other Details

    Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹38 Cr and the Latest NAV as of 13 Sep 2019 is ₹13.27.

    The Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The primary investment objective of the Scheme is to achive long term capital growth by investing primary in units of global mutual funds which invest in commodity related securities. however , there can be no assurance that the investment objective of the scheme will be achived.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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