Aditya Birla Sun Life Global Real Estate Fund Retail Direct Growth+1.13%

1
-8.43%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Global Real Estate Fund Retail Direct Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio0.83%
NAV18.92 (06 Aug 2020)
Fund Started02 Jan 2013
Fund Size14 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Global Real Estate Fund Retail Direct Growth
-8.4%
2.2%
1.6%
4.2%
Category Average
16.3%
9.3%
6.1%
-
Rank within category
31
27
24
-
*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 -8.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    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 category average returns
    4. 3Y Returns are lower than the category average returns
    5. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    ING Global Real Estate Securities FundFinancialForgn.MF- Equity97.8%

    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 Real Estate Fund Retail Direct Growth Details

    Aditya Birla Sun Life Global Real Estate Fund Retail Direct Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Global Real Estate Fund Retail Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹14 Cr and the Latest NAV as of 06 Aug 2020 is ₹18.92.

    The Aditya Birla Sun Life Global Real Estate Fund Retail Direct 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 primary investment objective of the Scheme is to seek capital ppreciation by investing predominantly in ING Global Real Estate Securities Fund The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized.

    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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