• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Global Emerging Opportunities Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Global Emerging Opportunities Fund (G)

International EquityInternational - Others
Top Ranked

25.0454

NAV (Oct 29)

14.051%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within international - others mutual funds.These funds invest in specific overseas markets providing an investor with exposure to geographies like Europe, China & Japan.

This category has few funds and relatively small amounts invested in them.

Investing in these funds will require investors to have a unique insight into the economic & market prospects of specific countries and geographies.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.0454

NAV (Oct 29)

Fund Returns

Last 1Y
35.5%
Last 3Y
5.3%
Last 5Y
14.1%
Last 10Y
7%
Since Inception
5.8%
6 Month CAGR
8.6%

Scheme Information

Investment Objective

The Scheme seeks to achieve long-term capital growth by investing primarily in units of Julius Baer Equity Next Generation Fund.

Expense Ratio
1.16%
Launched 16Y ago
2008-09-17
AUM in Crores
240.4
ISIN
INF084M01AT0
Lock-in (days)
No Lock-in
Benchmark
MSCI All Country World Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.5
Beta
-
Sharpe Ratio
0.1
YTM
-
Fund Managers

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Global Emerging Opportunities Fund (G)70%10,38,343 3,05,73114.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Stock Holdings

Julius Baer Equity Next Generation USD C

99.82%
99.818%

Others

0.38%
0.383%

Others

-0.2%
-0.201%
See all holdings

Allocation by Sector

Financial

89.47%
89.465932%
See all sectors

Comparison with International Equity Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,200 cr

₹ 2,123 cr

₹ 26,417 cr

₹ 4,523 cr

₹ 10,307 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox Opinion
Till Date CAGR

6.4%

7.4%

5.5%

5.3%

6.5%

7.4%

6.5%

7.9%

5.8%

7.2%

Aditya Birla Sun Life Global Emerging Opportunities Fund (G) Review

Aditya Birla Sun Life Global Emerging Opportunities Fund (G) is a International - Others International Equity fund and has delivered an annualised return of 5.83% over 16 years. The fund has grown over a period of 16 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is Dhaval Joshi.

Nav of Aditya Birla Sun Life Global Emerging Opportunities Fund (G) as of 10/29/2024 is ₹25.05 with the total AUM as of 10/31/2024 is ₹240.36. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Global Emerging Opportunities Fund (G) was launched on 2008-09-17. The category risk of the fund is Very High.

The minimum SIP amount for Aditya Birla Sun Life Global Emerging Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Aditya Birla Sun Life Global Emerging Opportunities Fund (G)?

It is a International - Others International Equity scheme predominantly investing across International Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Global Emerging Opportunities Fund (G)?

You can invest in Aditya Birla Sun Life Global Emerging Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Global Emerging Opportunities Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Global Emerging Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Global Emerging Opportunities Fund (G) good to invest in?

According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Global Emerging Opportunities Fund (G)?

The expense ratio of the Aditya Birla Sun Life Global Emerging Opportunities Fund (G) is 1.16% for regular plan.

What is the NAV of Aditya Birla Sun Life Global Emerging Opportunities Fund (G)?

Today's Aditya Birla Sun Life Global Emerging Opportunities Fund (G) NAV is ₹25.05.