Fund Details
Aditya Birla Sun Life Global Real Estate Fund Retail Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.28% |
| NAV | ₹19.40 (25 Nov 2020) |
|---|---|
| Fund Started | 31 Dec 2007 |
| Fund Size | ₹14 Cr |
Returns
as per Historical Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
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
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. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ING Global Real Estate Securities Fund | Financial | Forgn.MF- Equity | 95.9% |
Fund Managers
Aditya Birla Sun Life Global Real Estate Fund Retail Growth Details
Aditya Birla Sun Life Global Real Estate Fund Retail Growth is a DEBT 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 ₹14 Cr and the Latest NAV as of 25 Nov 2020 is ₹19.40.
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.
