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Aditya Birla Sun Life International Equity Fund Plan A Growth+0.64%

14.25%
1 Year Return
Equity
Sectoral/Thematic
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life International Equity Fund Plan A Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.61%
NAV₹27.72 (21 Jan 2021)
Fund Started31 Oct 2007
Fund Size102 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.3%
13.3%
13.0%
8.0%
Category Average
22.6%
11.4%
15.2%
-
Rank Within Category
26
11
21
-
*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 14.3% 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. 3Y Returns are higher than the category average returns
6. 10Y 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. Higher expense ratio
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.6%
10. 1Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Nabtesco CorporationEngineeringForgn. Eq2.8%
Comcast Corporation (USA)CommunicationForgn. Eq2.7%
Alphabet Inc Class ATechnologyForgn. Eq2.6%
Julius Baer GroupFinancialForgn. Eq2.5%
Enbridge Inc.ServicesForgn. Eq2.5%
Yum China Holdings Inc.ServicesForgn. Eq2.4%
Emerson Electric Co.EngineeringForgn. Eq2.4%
Applied Materials Inc. (USA)Cons DurableForgn. Eq2.4%
The Walt Disney CompanyServicesForgn. Eq2.3%
ServiceNow IncTechnologyForgn. Eq2.3%
See All

Fund Managers

Vineet Maloo
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Aditya Birla Sun Life International Equity Fund Plan A Growth Details

Aditya Birla Sun Life International Equity Fund Plan A Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 31 Oct 2007. Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life International Equity Fund Plan A Growth fund.The fund currently has an Asset Under Management(AUM) of ₹102 Cr and the Latest NAV as of 21 Jan 2021 is ₹27.72.

The Aditya Birla Sun Life International Equity Fund Plan A Growth is rated High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 90 days.

Investment Objective

The plan would exclusively invest in international stocks. The aim of the plan is to create a portfolio that is diversified geographically, to take benefit of low correlation between various countries, and to create a portfolio of high quality - high grow.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 90 days.
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
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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