Fund Details
Aditya Birla Sun Life International Equity Fund Plan B Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.59% |
| NAV | ₹22.63 (20 Jan 2021) |
|---|---|
| Fund Started | 31 Oct 2007 |
| Fund Size | ₹90 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.9% |
| ICICI Bank Ltd. | Financial | Equity | 4.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.6% |
| Reliance Industries Ltd. | Energy | Equity | 3.9% |
| VST Industries Ltd. | FMCG | Equity | 2.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.7% |
| Orient Refractories Limited | Construction | Equity | 2.5% |
| Sanofi India Ltd. | Healthcare | Equity | 2.4% |
| Hindalco Industries Ltd. | Metals | Equity | 2.0% |
| Dalmia Bharat Ltd. | Construction | Equity | 2.0% |
Fund Managers
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.
