Aditya Birla Sun Life Global Real Estate Fund Retail Growth+0.92%

1
-13.45%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Global Real Estate Fund Retail Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.28%
NAV17.80 (23 Sep 2020)
Fund Started31 Dec 2007
Fund Size15 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Global Real Estate Fund Retail Growth
-13.4%
0.6%
1.0%
2.4%
Category Average
19.0%
10.3%
10.0%
-
Rank within category
35
31
32
-
*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 -13.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to 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. 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
    ING Global Real Estate Securities FundFinancialForgn.MF- Equity94.8%

    Fund Managers

    addMilind Bafna
    Education
    Mr. Bafna is a B.E. (Chemical).
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd.
    Funds Managed
    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 Growth Details

    Aditya Birla Sun Life Global Real Estate Fund Retail Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 31 Dec 2007. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Global Real Estate Fund Retail Growth fund.The fund currently has an Asset Under Management(AUM) of ₹15 Cr and the Latest NAV as of 23 Sep 2020 is ₹17.80.

    The Aditya Birla Sun Life Global Real Estate Fund Retail 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 will invest atleast 65% in ING Global Real Estate Securities Fund, upto 35% in the units of other similar overseas mutual fund schemes and may also keep upto 20% of its corpus into money market securities.

    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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