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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 0.58% and a category best of 11.78%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.96 | 0.58 | 11.78 |
| 6M | 6.08 | 3.01 | 58.19 |
| 1Y | 15.97 | 6.70 | 82.86 |
| 3Y | 18.33 | 14.79 | 196.29 |
Portfolio Analysis
- Equity: 75.19%
- Debt: 24.78%
- Others
As on: 2023-06-30
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundQuant Flexi Cap Fund Growth | 3 | 6220.57 CR | 1.83 |
| This FundNippon India US Equity Opportunities Fund Growth | 2 | 747.12 CR | 2.37 |
| This FundAditya Birla Sun Life International Equity - Plan B Growth | 0 | 93.19 CR | 2.59 |
| This FundUTI Gold Exchange Traded Fund Growth | 0 | 4428.62 CR | 0.51 |
| This FundLIC MF Gold ETF Growth | 0 | 1371.38 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant Flexi Cap Fund Growth | 12.8178 | 66.8737 |
| This FundNippon India US Equity Opportunities Fund Growth | 4.2254 | 67.5062 |
| This FundAditya Birla Sun Life International Equity - Plan B Growth | 13.7525 | 68.2935 |
| This FundUTI Gold Exchange Traded Fund Growth | 81.4513 | 178.6179 |
| This FundLIC MF Gold ETF Growth | 82.8602 | 180.2984 |
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%
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