Aditya Birla Sun Life International Equity Fund Plan B Growth

Equity
Thematic
Very High Risk
18.95%
3Y annualised
+0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2023₹28.80
Min. SIP amountNot Supported
RatingNA
Fund size₹93.19Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.8%18.9%9.0%6.9%
Category average28.7%18.5%22.8%NA
Rank with in category392112NA
Understand terms

Holdings (92)

NameSectorInstrumentAssets
FinancialEquity7.13%
FinancialEquity6.97%
TechnologyEquity4.88%
ConstructionEquity4.60%
EnergyEquity4.42%
FinancialEquity4.15%
CommunicationEquity3.79%
FinancialEquity3.14%
AutomobileEquity3.05%
InsuranceEquity3.02%
TechnologyEquity2.72%
ConstructionEquity2.60%
ConstructionEquity2.35%
FinancialEquity2.26%
AutomobileEquity2.17%
HealthcareEquity2.07%
Consumer StaplesEquity2.06%
Consumer StaplesEquity1.96%
TechnologyEquity1.73%
FinancialEquity1.48%
Consumer StaplesEquity1.47%
AutomobileEquity1.43%
EnergyEquity1.31%
Consumer DiscretionaryEquity1.14%
FinancialEquity1.10%
Consumer StaplesEquity1.08%
ASML Holding N.V.
Capital GoodsForgn. Eq0.64%
Polaris Industries Inc.
ServicesForgn. Eq0.63%
State Street Corp (US)
FinancialForgn. Eq0.61%
BlackRock Inc
FinancialForgn. Eq0.61%
Wells Fargo
FinancialForgn. Eq0.58%
AutomobileEquity0.56%
London Stock Exchange Group PLC
FinancialForgn. Eq0.56%
FinancialEquity0.55%
Safran SA
ServicesForgn. Eq0.54%
Zimmer Biomet Holdings
HealthcareForgn. Eq0.51%
Ambev S.A
Consumer StaplesADS/ADR0.51%
Airbus SE
ServicesForgn. Eq0.50%
Experian PLC
FinancialForgn. Eq0.50%
Yum China Holdings Inc.
ServicesForgn. Eq0.50%
British American Tobacco (UK)
Consumer StaplesForgn. Eq0.48%
Emerson Electric Co.
Capital GoodsForgn. Eq0.47%
Kellogg Company
Consumer StaplesForgn. Eq0.47%
Sanofi SA
HealthcareForgn. Eq0.47%
Anheuser Busch Inbev SA
Consumer StaplesForgn. Eq0.46%
Imperial Brands Plc
Consumer StaplesForgn. Eq0.46%
Nabtesco Corporation
Capital GoodsForgn. Eq0.46%
Constellation Brands Inc.
Consumer StaplesForgn. Eq0.43%
Rockwell Automation Inc
Capital GoodsForgn. Eq0.43%
Roper Technologies INC
Capital GoodsForgn. Eq0.42%
Intuit Inc. (USA)
TechnologyForgn. Eq0.40%
Taiwan Semiconductor Manufacturing Co Ltd. (Taiwan)
Capital GoodsADS/ADR0.35%
Royal Bank Of Canada
FinancialForgn. Eq0.33%
Japan Tobacco Inc
Consumer StaplesForgn. Eq0.33%
Microchip Technology Inc. (USA)
Capital GoodsForgn. Eq0.31%
Toronto Dominion Bank
FinancialForgn. Eq0.30%
Berkshire Hathway Inc (US)
InsuranceForgn. Eq0.30%
Equifax Inc
FinancialForgn. Eq0.29%
Teradyne Inc
Capital GoodsForgn. Eq0.29%
Allegion PLC
ServicesForgn. Eq0.27%
Gilead Sciences Inc. (USA)
HealthcareForgn. Eq0.27%
Roche Holding AG Gen (UK)
FinancialForgn. Eq0.27%
Fortinet Inc
TechnologyForgn. Eq0.26%
John Wiley & Sons (WLY)
ServicesForgn. Eq0.26%
Novartis (Switzerland)
HealthcareForgn. Eq0.26%
Tencent Holdings Ltd.
TechnologyForgn. Eq0.26%
Baidu Inc. (China)
ServicesADS/ADR0.26%
Ecolab Inc
ChemicalsForgn. Eq0.26%
Philip Morris International
Consumer StaplesForgn. Eq0.26%
Comcast Corporation (USA)
ServicesForgn. Eq0.26%
GEA Group AG (Foreign)
Capital GoodsForgn. Eq0.25%
Masco Corp
ConstructionForgn. Eq0.25%
Brambles Ltd. (Australia)
ServicesForgn. Eq0.25%
Bank of New York Mellon (US)
FinancialForgn. Eq0.25%
Biogen Idec Inc. (USA)
HealthcareForgn. Eq0.25%
Glaxosmithkline PLC
HealthcareForgn. Eq0.23%
U.S. Bancorp
FinancialForgn. Eq0.23%
Medtronic
HealthcareForgn. Eq0.23%
Dominion Energy Inc
EnergyForgn. Eq0.23%
Unilever PLC
Consumer StaplesForgn. Eq0.23%
Harmonic Drive Systems Inc.
Capital GoodsForgn. Eq0.22%
Westpac Banking Corp.
FinancialForgn. Eq0.22%
Kao Corporation
Consumer StaplesForgn. Eq0.22%
Western Union (US)
FinancialForgn. Eq0.21%
Elekta AB
HealthcareForgn. Eq0.21%
Australia & New Zealand Bank
FinancialForgn. Eq0.21%
International Flavors & Fragrances Inc
ChemicalsForgn. Eq0.21%
Charles Schwab Corporation
FinancialForgn. Eq0.20%
Intercontinental Exchange
FinancialForgn. Eq0.20%
Bayer (Germany)
DiversifiedForgn. Eq0.19%
The Boeing Co
Capital GoodsForgn. Eq0.19%
3M (USA)
FinancialForgn. Eq0.17%
See All

Expense ratio, exit load and tax

Expense ratio: 2.59%

Inclusive of GST

Exit load

1% for redemption within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Vinod Bhat
May 2021 - Present
View details

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 ABSL AMC, 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.
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
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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