Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹223 Cr
N/A
1.28
For redemption/switch out of units within 28 days from the date of allotment: 0.25% of applicable NAV. For redemption/switch out of units after 28 days from the date of allotment: Nil.
MSCI AC World Index
Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.51 | -2.12 | 24.83 |
| 6M | 18.65 | 3.03 | 53.24 |
| 1Y | 21.17 | 3.15 | 53.97 |
| 3Y | 23.03 | 12.58 | 291.18 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
About Fund Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth
Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹223 Crore. The fund benchmarks its performance against the MSCI AC World Index while maintaining an expense ratio of 1.28. Under the expert guidance of Dhaval Joshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Dhaval Joshi
Mr. Dhaval Joshi has done B.Com, M.Com. and MBA (Finance). Mr. Dhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India - Invesco Global Equity Income Fund of Fund Growth | 1 | 311 CR | 1.31 |
| Motilal Oswal Developed Market Ex US ETFs Overseas Equity PassiveFOF Growth | 0 | 39 CR | 0.57 |
| Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth | 0 | 222 CR | 1.28 |
| DSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1,827 CR | 2.31 |
| Mirae Asset NYSE FANG + ETF Fund of Fund Growth | 5 | 2,707 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India - Invesco Global Equity Income Fund of Fund Growth | 16.7715 | 82.575 |
| This FundMotilal Oswal Developed Market Ex US ETFs Overseas Equity PassiveFOF Growth | 23.8938 | 84.5343 |
| This FundAditya Birla Sun Life Global Excellence Equity Fund of Fund Growth | 21.1673 | 86.2051 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 31.0373 | 282.7889 |
| This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth | 41.7464 | 286.6986 |
Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth FAQs
- 1 Month : 0.51%
- 6 Months : 18.65%
- 1 Year : 21.17%
- 3 Years : 23.03%
