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Aditya Birla Sun Life International Equity Fund Plan B Growth+0.75%

15.80%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life International Equity Fund Plan B Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.59%
NAV₹22.63 (20 Jan 2021)
Fund Started31 Oct 2007
Fund Size90 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.8%
6.0%
12.4%
6.2%
Category Average
19.9%
4.7%
12.5%
-
Rank Within Category
15
8
9
-
*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 15.8% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
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. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.59%
11. 1Y Returns are lower than the category average returns
12. 3Y Returns are lower than the category average returns
13. 5Y Returns are lower than the category average returns
14. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.9%
ICICI Bank Ltd.FinancialEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.6%
Reliance Industries Ltd.EnergyEquity3.9%
VST Industries Ltd.FMCGEquity2.9%
Kotak Mahindra Bank Ltd.FinancialEquity2.7%
Orient Refractories LimitedConstructionEquity2.5%
Sanofi India Ltd.HealthcareEquity2.4%
Hindalco Industries Ltd.MetalsEquity2.0%
Dalmia Bharat Ltd.ConstructionEquity2.0%
See All

Fund Managers

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

Aditya Birla Sun Life International Equity Fund Plan B 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 B Growth fund.The fund currently has an Asset Under Management(AUM) of ₹90 Cr and the Latest NAV as of 20 Jan 2021 is ₹22.63.

The Aditya Birla Sun Life International Equity Fund Plan B 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

An Open-ended diversified equity scheme with an objective 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 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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