• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Aditya BSL Intl Equity B DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A)

EquitySectoral / Thematic - Special Situations

18.3591

NAV (Dec 02)

12.3%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in sectoral / thematic - special situations.

Click here to see our recommendations.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

106 Cr. Negligible within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

18.3591

NAV (Dec 2)

Fund Returns

Last 1Y

27%

Last 3Y

13.8%

Last 5Y

12.3%

Last 10Y

11.7%

Since Inception

7.1%

6 Month CAGR

5%

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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 domestic and international markets.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.6

Launched (14y ago)

Oct 31, 2007

AUM in Crores

105.841

ISIN

INF209K01538

Lock-in

No Lock-in

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Vineet Maloo

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 316,588 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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

    18%

    14.8%

    4.8%

    7.1%

    4.8%

    6.8%

    4.8%

    7.2%

    4.8%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A)

    About Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A)

    Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 7.1% over a period of 14 years. The fund was previously known as Aditya BSL Intl Equity B DP . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Vineet Maloo

    Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) 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 domestic and international markets. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Oct 31, 2007. The NAV (Net Asset Value) of this Sectoral / Thematic - Special Situations Equity fund as of 2021-12-02 is ₹18.36. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹105.841. The category risk of the Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.6 % as expense ratio.

    Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.6% in this asset class. The top three holdings of the fund are , hdfc bank ltd , icici bank ltd , housing development finance corp ltd , reliance industries ltd ordinary shares (partly paid rs.5) , hindalco industries ltd , rhi magnesita india ltd , jk cement ltd , jk lakshmi cement ltd , v-mart retail ltd , ifgl refractories ltd , kotak mahindra bank ltd , state bank of india , vst industries ltd , national aluminium co ltd , sanofi india ltd , tech mahindra ltd , mahindra & mahindra ltd , dalmia bharat ltd , radico khaitan ltd , india cements ltd , ultratech cement ltd , shriram city union finance ltd , repco home finance ltd , kalpataru power transmission ltd , cyient ltd , jamna auto industries ltd , ncc ltd , strides pharma science ltd , infosys ltd , avanti feeds ltd , united spirits ltd , honeywell automation india ltd , net receivables / (payables) , ghcl ltd , axis bank ltd , microsoft corp , roper technologies inc , alphabet inc class a , kewal kiran clothing ltd , berkshire hathaway inc class b , city union bank ltd , heidelbergcement india ltd , julius baer gruppe ag , compass minerals international inc , mcdonald's corp , emerson electric co , safran sa , bristol-myers squibb co , wells fargo & co , philip morris international inc , royal bank of canada , westpac banking corp , blackbaud inc , meggitt plc , constellation brands inc class a , airbus se , corteva inc , nabtesco corp , medtronic plc , servicenow inc , polaris inc , imperial brands plc , the toronto-dominion bank , equifax inc , cheniere energy inc , meta platforms inc class a , veeva systems inc class a , yum china holdings inc , lam research corp , tyler technologies inc , ptc india ltd , masco corp , aspen technology inc , bank of new york mellon corp , gea group ag , novo nordisk a/s class b , boeing co , applied materials inc , intercontinental exchange inc , general dynamics corp , thermo fisher scientific inc , glaxosmithkline plc , roche holding ag , national australia bank ltd , pfizer inc , australia and new zealand banking group ltd , amazon.com inc , bae systems plc , astrazeneca plc , comcast corp class a , brambles ltd , 3m co , margin (future and options) , clearing corporation of india limited , british american tobacco plc , novartis ag , elekta ab class b , unilever plc , anheuser-busch inbev sa/nv , exide industries ltd , altria group inc , tencent holdings ltd , salesforce.com inc , microchip technology inc , coca-cola co , zimmer biomet holdings inc , intel corp , biogen inc , alibaba group holding ltd ordinary shares , taiwan semiconductor manufacturing co ltd adr , gilead sciences inc , the western union co

    Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) 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 International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) 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 S&P BSE 200 India TR INR

    Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Aditya Birla Sun Life International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 2 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 International Equity Fund Plan B Inc Dist cum Cap Wdrl (PIDCW-A) 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.

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