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 International Equity Fund - Growth - Direct Plan

★★★★ monitor_heart Health Score: 88/100 · Excellent

Aditya Birla Sun Life Mutual Fund · Equity · Sectoral/ Thematic

₹56.45

-0.37 (-0.64%) trending_down

AUM: ₹6,043 Cr

NAV updated about 2 months ago

Plan

Direct

Option

Growth

Risk

Very High

Expense Ratio

0.66%

Exit Load

Exit load of 1% if redeemed within 30 days.

Fund Manager

Mahesh Patil

Inception

Dec 2019

Benchmark

BSE PSU Total Return Index

Sharpe Ratio

1.55

Std Dev (1Y)

14.05%

Historical Returns (CAGR)

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

1m

-3.03%

3m

+1.9%

6m

+8.19%

1y

+8.02%

3y

+27.62%

5y

+24.37%

10y

+13.26%

since inception

+12.2%

rate_review TopFund's Take on Aditya Birla Sun Life International Equity Fund - Growth - Direct Plan

Aditya Birla Sun Life International Equity Fund - Growth - Direct Plan ranks among the stronger performers in the Sectoral/ Thematic 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 88/100.

Cost: At 0.66%, the expense ratio is meaningfully cheaper — about 38% below the Sectoral/ Thematic category average of 1.07% (based on 239 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.55 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 14.05% 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 Equity 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

Financial 40.10%
Industrials 14.45%
Materials 8.87%
Unspecified 1.74%

pie_chart Asset Allocation

Equity 98.30%
Futures 1.96%
Reverse Repo 0.83%

Frequently Asked Questions about Aditya Birla Sun Life International Equity Fund - Growth - Direct Plan

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

1