Aditya Birla Sun Life International Equity - Plan B Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life International Equity - Plan B Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹500

AUM (Fund size)

93 Cr

Lock In Period

N/A

Expense Ratio

2.59

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.

Benchmark

BSE 200

Summary

Aditya Birla Sun Life International Equity - Plan B Growth NAV is ₹28.8036 as of 29 May, 2026. Aditya Birla Sun Life International Equity - Plan B Growth has delivered 65.69% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life International Equity - Plan B Growth is ₹1000. The AUM of Aditya Birla Sun Life International Equity - Plan B Growth is ₹93 Cr. The expense ratio of the fund is 2.59%, and its benchmark is BSE 200. The current exit load of the fund 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 last 1M months, Aditya Birla Sun Life International Equity - Plan B Growth has delivered 2.96% returns.

Aditya Birla Sun Life International Equity - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.960.0112.03
6M6.081.3843.60
1Y15.974.5580.65
3Y18.3314.40196.29

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

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 Name1Y3Y
This FundICICI Prudential Exports and Services Fund Growth0.927163.4798
This FundNippon India US Equity Opportunities Fund Growth19.106267.1231
This FundAditya Birla Sun Life International Equity - Plan B Growth13.752568.2935
This FundLIC MF Gold ETF Growth61.9411153.3448
This FundUTI Gold Exchange Traded Fund Growth61.5783153.9435

Aditya Birla Sun Life International Equity - Plan B Growth 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.