Aditya Birla Sun Life International Equity Fund - Growth - Regular Plan
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Thematic-International |
| Launch Date: 31-10-2007 |
| Asset Class: Equity |
| Benchmark: MSCI ACWI TRI |
| TER: 2.44% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 329.43 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 1.74% | Exit Load: 1% on or before 30D, Nil after 30D |
53.018
0.25 (0.4744%)
9.33%
Benchmark: 13.94%
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
10 Years 8 Months
17 Years 7 Months
18 Years 5 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 | 13.72 |
| Sharpe Ratio | 1.05 |
| Alpha | -4.0 |
| 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 - Regular Plan | 31-10-2007 | 28.18 | 26.81 | 19.53 | 11.85 | 13.44 |
| FranklIn Asian Equity Fund - Growth Plan | 05-01-2008 | 46.3 | 25.77 | 21.03 | 7.63 | 10.67 |
| Nippon India Japan Equity Fund- Growth Plan- Growth Option | 05-08-2014 | 38.32 | 22.26 | 19.69 | 10.34 | 10.92 |
| Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option | 05-07-2015 | 16.79 | 13.15 | 17.88 | 10.09 | 15.08 |
| ICICI Prudential US Bluechip Equity Fund - Growth | 01-07-2012 | 16.69 | 15.11 | 13.22 | 10.62 | 14.84 |
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%
