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Aditya Birla Sun Life Global Emerging Opportunities Fund Growth+1.18%

25.15%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Global Emerging Opportunities Fund Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.13%
NAV₹18.23 (20 Jan 2021)
Fund Started17 Sep 2008
Fund Size169 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
25.1%
10.0%
15.9%
5.9%
Category Average
21.7%
10.5%
14.3%
-
Rank Within Category
14
20
17
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 25.1% returns per annum

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
4. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 5Y Returns are higher than the category average returns
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
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Risk-adjusted returns are lower compared to the category
8. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Julius Baer Equity Next GenerationFinancialForgn.MF- Equity98.1%

Fund Managers

Milind Bafna
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Vinod Bhat
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Aditya Birla Sun Life Global Emerging Opportunities Fund Growth Details

Aditya Birla Sun Life Global Emerging Opportunities Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹169 Cr and the Latest NAV as of 20 Jan 2021 is ₹18.23.

The Aditya Birla Sun Life Global Emerging Opportunities Fund Growth 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 Scheme seeks to achieve long-term capital growth by investing primarily in units of Julius Baer Equity Next Generation Fund.

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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