Aditya Birla Sun Life International Equity Fund Plan B Direct growth

Equity • Global • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Global

Direct growth

Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 28 Jul 2023
₹30.28
+0.2294% (0.10)
AUM
₹93 Cr
Expense ratio
2.18%
Benchmark
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 30D

1%

If units sold after 30D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

35.65%
Technology

Technology

12.37%
Consumer Cyclical

Consumer Cyclical

11.88%
Industrials

Industrials

9.69%
Consumer Defensive

Consumer Defensive

8.61%

Fund House

Aditya Birla Sun Life

Aditya Birla Sun Life

Inc: 22 Apr 1994 • Total AUM: ₹3,70,092 Cr • Rank #5
Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.

Fund Managers

Vinod Bhat

Experience: 6.07 yrs • Total AUM: 3,722 Cr

Dhaval Joshi

Experience: 3.08 yrs • Total AUM: 9,39,716 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.