Aditya Birla Sun Life International Equity Fund Plan B Dividend-0.06%

2Groww
6.32%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life International Equity Fund Plan B Dividend

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.60%
NAV14.62 (05 Dec 2019)
Fund Started31 Oct 2007
Fund Size80 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life International Equity Fund Plan B Dividend
6.3%
8.9%
6.0%
5.4%
Category Average
-2.1%
NA
NA
-
Rank within category
9
7
8
-
*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 6.3% 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. 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. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.8%
    VST Industries Ltd.FMCGEquity3.3%
    Reliance Industries Ltd.EnergyEquity3.1%
    ICICI Bank Ltd.FinancialEquity2.9%
    Orient Refractories LimitedConstructionEquity2.6%
    Kotak Mahindra Bank Ltd.FinancialEquity2.4%
    Bharat Electronics Ltd.EngineeringEquity2.2%
    Sanofi India Ltd.HealthcareEquity2.1%
    Tata Consultancy Services Ltd.TechnologyEquity2.0%
    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 B Dividend 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 B Dividend.The fund currently has an Asset Under Management(AUM) of ₹80 Cr and the Latest NAV as of 05 Dec 2019 is ₹14.62.

    The Aditya Birla Sun Life International Equity Fund Plan B Dividend is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    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 domestic and 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 1 year. Same for SIP.
    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
    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
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