• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life International Equity Fund Plan A (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life International Equity Fund Plan A (Growth)

EquitySectoral / Thematic - Special Situations

31.1032

NAV (Feb 01)

10.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - special situations mutual funds.

Sectoral / thematic - special situations funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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

The broad market index has performed moderately well over time however, funds in the category have underperformed the benchmark index.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

31.1032

NAV (Feb 1)

Fund Returns

Last 1Y

4.2%

Last 3Y

8.8%

Last 5Y

10.1%

Last 10Y

9.8%

Since Inception

7.6%

6 Month CAGR

5.3%

Scheme Information

Investment Objective

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital,by investing predominantly in a diversified portfolio of equity and equity related securities in the international markets.

Expense Ratio

2.5

Launched (16y ago)

Oct 31, 2007

AUM in Crores

106.942

ISIN

INF209K01520

Lock-in

No Lock-in

Benchmark

S&P Global 1200 TR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

15.6

Standard Deviation (5yr)

14.7

Beta (3yr)

0.83

Beta (5yr)

0.85

Sharpe Ratio (3yr)

0.298

Sharpe Ratio (5yr)

0.404

YTM

0

Fund Managers

Vinod Bhat

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life International Equity Fund Plan A (Growth)70%937,888 205,27610.1%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-02-01

Top Stock Holdings

gilead sciences inc

2.9%
2.9%

imperial brands plc

2.6%
2.6%

kellogg co

2.6%
2.6%

emerson electric co

2.5%
2.5%

airbus se

2.4%
2.4%
See all holdings

Allocation by Sector

technology

20.9%
20.9%

financial services

18.9%
18.9%

industrials

18.6%
18.6%

consumer defensive

18.2%
18.2%

healthcare

12.9%
12.9%
See all sectors

Compare Aditya Birla Sun Life International Equity Fund Plan A (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 304,285 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.5%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    Aditya Birla Sun Life International Equity Fund Plan A (G) Review

    Aditya Birla Sun Life International Equity Fund Plan A (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 7.6% over a period of 15 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Vinod Bhat.

    Nav of Aditya Birla Sun Life International Equity Fund Plan A (G) as of 2/1/2023 is ₹31.10 with the total AUM as of 2/2/2023 is ₹106.942. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life International Equity Fund Plan A (G) was launched on Oct 31, 2007. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life International Equity Fund Plan A (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.

    Aditya Birla Sun Life International Equity Fund Plan A (G) 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 S&P Global 1200 TR.

    Aditya Birla Sun Life International Equity Fund Plan A (G) is rated as a 2 fund in Equity and delivered 4.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life International Equity Fund Plan A (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life International Equity Fund Plan A (G)?

    Aditya Birla Sun Life International Equity Fund Plan A (G) is a Sectoral / Thematic - Special Situations Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life International Equity Fund Plan A (G)?

    You can invest in Aditya Birla Sun Life International Equity Fund Plan A (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 International Equity Fund Plan A (G)?

    The minimum sip amount for Aditya Birla Sun Life International Equity Fund Plan A (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life International Equity Fund Plan A (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life International Equity Fund Plan A (G) is a Neutral fund. You can investAditya Birla Sun Life International Equity Fund Plan A (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life International Equity Fund Plan A (G)?

    The expense ratio of the Aditya Birla Sun Life International Equity Fund Plan A (G) is 2.5% for regular plan.