Aditya Birla Sun Life Global Emerging Opportunities Fund Dividend-0.68%

1
24.11%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Global Emerging Opportunities Fund Dividend

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.13%
NAV14.87 (05 Jun 2020)
Fund Started17 Sep 2008
Fund Size109 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Global Emerging Opportunities Fund Dividend
24.1%
9.2%
3.8%
3.4%
Category Average
5.4%
6.6%
3.5%
-
Rank within category
9
13
19
-
*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
    0
    with 24.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    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. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Julius Baer Equity Next GenerationFinancialForgn.MF- Equity99.1%

    Fund Managers

    addVinod Bhat
    Education
    Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.
    Experience
    Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.
    Funds Managed

    Aditya Birla Sun Life Global Emerging Opportunities Fund Dividend Details

    Aditya Birla Sun Life Global Emerging Opportunities Fund Dividend is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 17 Sep 2008. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Global Emerging Opportunities Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹109 Cr and the Latest NAV as of 05 Jun 2020 is ₹14.87.

    The Aditya Birla Sun Life Global Emerging Opportunities Fund Dividend is rated High risk. Minimum SIP Investment is set to 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
    23 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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