info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Aditya Birla Sun Life Mutual Fund

Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

★★★★ monitor_heart Health Score: 79/100 · Good

Aditya Birla Sun Life Mutual Fund · Other · FoF Overseas

₹33.12

-0.47 (-1.39%) trending_down

AUM: ₹1,030 Cr

NAV updated 24 days ago

Plan

Regular

Option

Growth

Risk

Very High

Expense Ratio

1.14%

Exit Load

Exit load of 1%, if redeemed within 30 days.

Fund Manager

Anil Shah

Inception

Oct 2020

Benchmark

BSE 500 Total Return Index

Sharpe Ratio

1.39

Std Dev (1Y)

19.43%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.03%

3m

+27.87%

6m

+21.99%

1y

+28.23%

3y

+20.73%

5y

+11.11%

10y

+11.85%

since inception

+9.06%

rate_review TopFund's Take on Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option holds up reasonably well within the FoF Overseas category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 79/100.

Cost: At 1.14%, the expense ratio runs 90% above the FoF Overseas category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.39 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 19.43% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 94.93%
Reverse Repo 4.02%
Futures 2.08%

Frequently Asked Questions about Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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