• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life International Equity Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life International Equity Fund (G)

International EquityInternational - Others
Top Ranked

35.8412

NAV (Oct 01)

10.191%
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 ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Satisfactory

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

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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

35.8412

NAV (Oct 1)

Fund Returns

Last 1Y
22%
Last 3Y
6.7%
Last 5Y
10.2%
Last 10Y
8.8%
Since Inception
7.8%
6 Month CAGR
7.3%

Scheme Information

Investment Objective

The plan would exclusively invest in international stocks. The aim of the plan is to create a portfolio that is diversified geographically, to take benefit of low correlation between various countries, and to create a portfolio of high quality - high grow.

Expense Ratio
2.52
Launched (0y ago)
2.52
AUM in Crores
191.8
ISIN
INF209K01520
Lock-in
-
Benchmark
S&P Global 1200 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14.1
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 International Equity Fund (G)70%9,40,059 2,07,44710.2%
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

Others

4.6%
4.648%

Anheuser Busch Inbev SA

2.7%
2.726%

TransUnion

2.6%
2.618%

Equifax Inc

2.4%
2.406%

Bank of New York Mellon (US)

2.3%
2.33%
See all holdings

Allocation by Sector

Financial

22.153934%
22.153934%

Consumer Staples

15.06836%
15.06836%

Capital Goods

14.009372%
14.009372%

Services

12.315326%
12.315326%

Healthcare

11.948326%
11.948326%
See all sectors

Comparison with International Equity Funds

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

₹ 3,124 cr

₹ 26,041 cr

₹ 1,977 cr

₹ 4,457 cr

₹ 2,294 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

6.214%

7.406%

5.197%

5.198%

6.361%

7.447%

6.301%

7.941%

5.684%

7.168%

Aditya Birla Sun Life International Equity Fund (G) Review

Aditya Birla Sun Life International Equity Fund (G) is a International Equity International Equity fund and has delivered an annualised return of 7.831% 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 International Equity Fund (G) as of 10/1/2024 is ₹35.84 with the total AUM as of 10/4/2024 is ₹191.8346. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life International Equity Fund (G) was launched on 2007-10-31. The category risk of the fund is null.

The minimum SIP amount for Aditya Birla Sun Life International Equity 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 International Equity Fund (G)?

Aditya Birla Sun Life International Equity Fund (G) is a International Equity 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 International Equity Fund (G)?

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

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

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

As per Scripbox experts, Aditya Birla Sun Life International Equity Fund (G) is a 4 fund. You can investAditya Birla Sun Life International Equity Fund (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 (G)?

The expense ratio of the Aditya Birla Sun Life International Equity Fund (G) is 2.52% for regular plan.