Aditya Birla Sun Life International Equity Fund Plan A Growth+0.83%

1Groww
11.89%
1 Year Return
Equity
Sectoral/Thematic
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life International Equity Fund Plan A Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.59%
NAV23.26 (18 Nov 2019)
Fund Started31 Oct 2007
Fund Size73 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life International Equity Fund Plan A Growth
11.9%
13.5%
7.9%
7.3%
Category Average
4.5%
13.0%
NA
-
Rank within category
11
3
5
-
*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 11.9% annual returns

    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. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Higher expense ratio
    3. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Mc DonaldS Corporation (US)ServicesForgn. Eq3.1%
    Guidewire Software Inc.TechnologyForgn. Eq3.0%
    EssilorluxotticaConstructionForgn. Eq2.9%
    Microsoft Corportion (US)TechnologyForgn. Eq2.8%
    Zimmer Biomet HoldingsHealthcareForgn. Eq2.8%
    Berkshire Hathway Inc (US)DiversifiedForgn. Eq2.7%
    The Walt Disney CompanyServicesForgn. Eq2.7%
    Forgn. Eq2.5%
    Caterpillar INC (US)ConstructionForgn. Eq2.5%
    Bank of AmericaFinancialForgn. Eq2.5%
    See All

    Fund Managers

    addVineet Maloo
    Education
    Mr. Maloo is a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Hindalco.
    Funds Managed

    Other 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 introduced to investors on 31 Oct 2007. Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life International Equity Fund Plan A Growth.The fund currently has an Asset Under Management(AUM) of ₹73 Cr and the Latest NAV as of 18 Nov 2019 is ₹23.26.

    The Aditya Birla Sun Life International Equity Fund Plan A Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    Birla Sun Life International Equity Fund seeks to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets.

    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 365 days
    Exit Load

    Compare Funds

    Aditya Birla Sun Life International Equity Fund Plan A Growth
    VS
    search

    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
    22 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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd