- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life International Equity Fund (IDCW-I)
Aditya Birla Sun Life International Equity Fund (IDCW-I)
₹ 17.1256
NAV (Oct 29)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.1256
NAV (Oct 29)
Fund Returns
Last 1Y | 27.4% |
Last 3Y | 4.5% |
Last 5Y | 9.5% |
Last 10Y | 8.7% |
Since Inception | 7.7% |
6 Month CAGR | 8.9% |
Scheme Information
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 17Y ago | 2007-10-31 |
AUM in Crores | 192.3 |
ISIN | INF209K01512 |
Lock-in (days) | No Lock-in |
Benchmark | S&P Global 1200 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.2 |
Beta | - |
Sharpe Ratio | 0.1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund (IDCW-I) | 9,23,318 | 1,90,706 | 9.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
4.65%Anheuser Busch Inbev SA
2.73%TransUnion
2.62%Equifax Inc
2.41%Bank of New York Mellon (US)
2.33%Allocation by Sector
Financial
21.84%Consumer Staples
16.59%Services
14.31%Capital Goods
13.88%Healthcare
11.68%Comparison with International Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 2,496 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 7.4% | ||
5.4% | 5.2% | ||
6.5% | 7.4% | ||
6.5% | 7.9% | ||
5.8% | 7.2% |
Aditya Birla Sun Life International Equity Fund (IDCW-I) Review
Aditya Birla Sun Life International Equity Fund (IDCW-I) is a International - Others International Equity fund and has delivered an annualised return of 7.68% over 17 years. The fund has grown over a period of 17 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 (IDCW-I) as of 10/29/2024 is ₹17.13 with the total AUM as of 10/31/2024 is ₹192.33. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life International Equity Fund (IDCW-I) was launched on 2007-10-31. The category risk of the fund is Very High.
The minimum SIP amount for Aditya Birla Sun Life International Equity Fund (IDCW-I) 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 (IDCW-I)?
How to invest in Aditya Birla Sun Life International Equity Fund (IDCW-I)?
You can invest in Aditya Birla Sun Life International Equity Fund (IDCW-I) 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 (IDCW-I)?
The minimum sip amount for Aditya Birla Sun Life International Equity Fund (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life International Equity Fund (IDCW-I) 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 International Equity Fund (IDCW-I)?
The expense ratio of the Aditya Birla Sun Life International Equity Fund (IDCW-I) is 2.52% for regular plan.
What is the NAV of Aditya Birla Sun Life International Equity Fund (IDCW-I)?
Today's Aditya Birla Sun Life International Equity Fund (IDCW-I) NAV is ₹17.13.