- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life International Equity Fund Plan B (Growth)
Aditya Birla Sun Life International Equity Fund Plan B (Growth)
₹ 26.8733
NAV (Jun 02)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.8733
NAV (Jun 2)
Fund Returns
Last 1Y | 5.7% |
Last 3Y | 19.6% |
Last 5Y | 8.1% |
Last 10Y | 10.5% |
Since Inception | 6.5% |
6 Month CAGR | -2% |
Scheme Information
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 domestic and international markets.
Expense Ratio | 2.55 |
Launched (16y ago) | Oct 31, 2007 |
AUM in Crores | 88.875 |
ISIN | INF209K01546 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.2 |
Standard Deviation (5yr) | 18.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.035 |
Sharpe Ratio (5yr) | 0.229 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund Plan B (Growth) | 8,91,777 | 1,59,165 | 8.1% | |
| 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
icici bank ltd
7.3%housing development finance corp ltd
7.2%infosys ltd
4.8%larsen & toubro ltd
4.6%reliance industries ltd
4.4%Allocation by Sector
financial services
34.8%technology
13.6%consumer cyclical
10.3%industrials
9.5%consumer defensive
8.2%Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 2,999 cr | ||
₹ 2,512 cr | ||
₹ 2,999 cr | ||
₹ 2,999 cr | ||
₹ 2,512 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.8% | ||
5.2% | 7.4% | ||
5% | 6.8% | ||
5.2% | 7.3% | ||
5% | 7.1% |
Aditya Birla Sun Life International Equity Fund Plan B (G) Review
Aditya Birla Sun Life International Equity Fund Plan B (G) is a International - Others International Equity fund and has delivered an annualised return of 6.5% over a period of 15 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Vinod Bhat.
Nav of Aditya Birla Sun Life International Equity Fund Plan B (G) as of 6/2/2023 is ₹26.87 with the total AUM as of 6/4/2023 is ₹88.875. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life International Equity Fund Plan B (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 B (G) is ₹0 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 Plan B (G)?
How to invest in Aditya Birla Sun Life International Equity Fund Plan B (G)?
You can invest in Aditya Birla Sun Life International Equity Fund Plan B (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 B (G)?
The minimum sip amount for Aditya Birla Sun Life International Equity Fund Plan B (G) is ₹0. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life International Equity Fund Plan B (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life International Equity Fund Plan B (G) is a Top Ranked fund. You can investAditya Birla Sun Life International Equity Fund Plan B (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 B (G)?
The expense ratio of the Aditya Birla Sun Life International Equity Fund Plan B (G) is 2.55% for regular plan.