Aditya Birla Sun Life International Equity Fund - Growth - Direct Plan
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Thematic-International |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: MSCI ACWI TRI |
| TER: 2.02% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 326.77 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 1.74% | Exit Load: 1% on or before 30D, Nil after 30D |
56.5068
0.27 (0.486%)
12.05%
Benchmark: 13.85%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
MSCI ACWI TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 4 Months
12 Years 1 Months
12 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.73 |
| Sharpe Ratio | 1.09 |
| Alpha | -3.43 |
| Beta | 0.99 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Growth - Direct Plan | 01-01-2013 | 20.42 | 21.82 | 19.77 | 11.81 | 13.5 |
| FranklIn Asian Equity Fund - Growth Plan | 05-01-2008 | 41.04 | 26.07 | 21.7 | 8.15 | 9.76 |
| Nippon India Japan Equity Fund- Growth Plan- Growth Option | 05-08-2014 | 27.53 | 19.85 | 19.21 | 9.72 | 10.18 |
| ICICI Prudential US Bluechip Equity Fund - Growth | 01-07-2012 | 21.65 | 13.4 | 15.41 | 12.43 | 15.37 |
| Aditya Birla Sun Life International Equity Fund - Growth - Regular Plan | 31-10-2007 | 19.79 | 21.21 | 19.13 | 11.1 | 12.8 |
| Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option | 05-07-2015 | 17.83 | 15.38 | 18.03 | 10.98 | 14.92 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
