Fund Details
Aditya Birla Sun Life Global Emerging Opportunities Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.13% |
| NAV | ₹18.23 (20 Jan 2021) |
|---|---|
| Fund Started | 17 Sep 2008 |
| Fund Size | ₹169 Cr |
Returns
Comparison
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
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Julius Baer Equity Next Generation | Financial | Forgn.MF- Equity | 98.1% |
Fund Managers
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.
