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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹500

AUM (Fund size)

₹93 Cr

Lock In Period

N/A

Expense Ratio

2.59

Benchmark

BSE 200

Exit Load

For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.

Summary

Latest details for Aditya Birla Sun Life International Equity - Plan B Growth include a ₹28.8036 NAV as of Jul 28,2023 and returns since inception of 65.69%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life International Equity - Plan B Growth AUM is ₹93 Cr, with a lock-in of N/A years, expense ratio of 2.59%, and benchmark BSE 200. Exit load is - For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 2.96% returns, against a category average of 2.19% and a category best of 24.04%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.962.1924.04
6M6.081.9335.97
1Y15.975.8480.64
3Y18.3316.35196.29

Portfolio Analysis

  • Equity: 75.19%
  • Debt: 24.78%
  • Others
As on: 2023-06-30
View allocation % by

1. ICICI Bank Limited7.13%
2. Housing Development Finance Corporation Limited6.97%
3. Axis Bank Limited4.15%
4. State Bank of India3.14%
5. SBI Life Insurance Company Limited3.02%
6. Bajaj Finance Limited2.26%
7. Bandhan Bank Limited1.48%
8. SBI Cards & Payment Services Limited1.10%
9. Poonawalla Fincorp Limited0.55%

1. Infosys Limited4.88%
2. HCL Technologies Limited2.72%
3. Coforge Limited1.73%

1. Mahindra & Mahindra Limited3.05%
2. Tata Motors Limited2.17%
3. Maruti Suzuki India Limited1.43%
4. Sona BLW Precision Forgings Limited0.56%

1. Larsen & Toubro Limited4.60%

1. United Spirits Limited1.96%
2. Hindustan Unilever Limited1.47%
3. Tata Consumer Products Limited1.08%

1. Reliance Industries Limited4.42%

1. Bharti Airtel Limited3.79%

1. UltraTech Cement Limited2.60%

1. Phoenix Mills Limited2.35%

1. Sun Pharmaceutical Industries Limited2.07%

1. Bata India Limited2.06%

1. NTPC Limited1.31%

1. Crompton Greaves Consumer Electricals Limited1.14%

About Fund

Aditya Birla Sun Life International Equity - Plan B Growth managed by Aditya Birla Sun Life Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹93 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.59. Under the expert guidance of Vinod Bhat ,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

Vinod Bhat

.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Exports and Services Fund Growth01250.7 CR2.29
This FundQuant Flexi Cap Fund Growth25687.36 CR1.86
This FundAditya Birla Sun Life International Equity - Plan B Growth093.19 CR2.59
This FundLIC MF Gold ETF Growth01346.43 CR0.45
This FundUTI Gold Exchange Traded Fund Growth04098.98 CR0.47
Fund Name1Y3Y
This FundICICI Prudential Exports and Services Fund Growth5.107467.4352
This FundQuant Flexi Cap Fund Growth11.742367.8113
This FundAditya Birla Sun Life International Equity - Plan B Growth13.752568.2935
This FundLIC MF Gold ETF Growth54.3533139.7671
This FundUTI Gold Exchange Traded Fund Growth53.9726140.14

FAQs

Aditya Birla Sun Life International Equity - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life International Equity - Plan B Growth is 2.59. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life International Equity - Plan B Growth’s fund performance is as follows:
  • 1 Month : 2.96%
  • 6 Months : 6.08%
  • 1 Year : 15.97%
  • 3 Years : 18.33%
Returns of Aditya Birla Sun Life International Equity - Plan B Growth are updated daily based on NAV of ₹ 28.8036 as on Jul 28,2023. Since inception, the return has been 65.69%.

You can invest in Aditya Birla Sun Life International Equity - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life International Equity - Plan B Growth is ₹93 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life International Equity - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500