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Scheme Information
Investment Objective
The primary objective of the Scheme is to achieve long-term capital growth by investing primarily in units of Julius Baer Global Excellence Equity Fund. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
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.
Aditya Birla Sun Life AMC Ltd manages assets worth 259,898 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G)
About Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G)
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) is a international - sectoral / thematic international equity fund and has delivered an annualised return of 5.4% over a period of 14 years .The fund was previously known as Aditya BSL Glb Real Est Gr.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund manager’s name is Vinod Bhat.
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) Investment Objective
The primary objective of the Scheme is to achieve long-term capital growth by investing primarily in units of Julius Baer Global Excellence Equity Fund. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved. However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) NAV,AUM,Risk
The Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) fund was launched on Dec 31, 2007. The NAV (Net Asset Value) of this international - sectoral / thematic international equity as of 2021-02-26 is ₹ 19.9206. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 14.277. The category risk of the Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) fund is Very High Risk.
The fund charges 0.0 % as expense ratio.
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 96.0% in this asset class. The top three holdings of the fund are nn (l) global real estate i cap usd,clearing corporation of india limited and net receivables / (payables)
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to MSCI World NR LCL
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) Review
Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Global Excellence Equity Fund of Fund (G) has a score of 1 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
