Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | |||
Cons | ![]() 3Y returns in the bottom 25% of the category. |
INDMoney rank | 5/13 | |||
Category,Subcateogry | Equity,Global - Other | |||
Fund Age | 12 Years | |||
Fund Size | 212 Cr | |||
Min Investment | SIP ₹100 Lumpsum ₹100 | |||
Expense Ratio | 1.59% | |||
Exit Load | 0.25% | |||
Benchmark Index | MSCI World NR LCL |
No of Holdings | - | |||
Top 5 Holdings | - | |||
No of Sectors | - | |||
Top 3 Sectors | - | |||
Equity % | - | |||
Debt % | - | |||
P/E | 32.38 | |||
P/B | 8.93 | |||
Credit Quality | - | |||
Modified Duration | - | |||
YTM | - |
1-Month Return | -8.7% | |||
3-Month Return | -3.96% | |||
6-Month Return | -4.31% | |||
1-Year Return | 3.21% | |||
3-Year Return | 10.57% | |||
5-Year Return | 14.36% |
Sharpe | 0.31 | |||
Alpha | - | |||
Beta | - | |||
Standard Deviation | 16.07 | |||
Information Ratio | - |
Description | Aditya Birla Sun Life Global Excellence Equity Fund of Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | |||
Managers | - |