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aditya birla sun life international equity fund plan b direct plan growth
Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth

Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth

  • Very High Risk
  • Equity
  • Global - Other
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NAV as on Jul 28, 2023
i
Price per unit of the scheme.
₹ 30.28060.23%1 Day Change
4.22%
Minimum Investment₹1000
Expense Ratio2.19%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
VS
Equity: Global - Other Average NAV
    Topper in Equity: Global - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE 200 India TR INR
    Expense Ratio
    2.19%
    Category Avg Expense Ratio
    0.78%
    Minimum Investment (Lumpsum/SIP)
    ₹ 1000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 93.19 Cr(As on Jun, 2023)
    Inception Date
    Jan 01, 2013
    Turnover
    30.00 %
    Exit Load

    bt_logoABOUT THE FUND

    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 domestic and international markets.

    Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth is an Equity - Global - Other fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJul 28, 2023 is ₹30.28. Its expense ratio is 2.19 %. The fund has an AUM of ₹93.19 Cr.The fund is managed byVinod Bhat,Dhaval Joshi.
    The minimum initial investment is  ₹1000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Vinod Bhat
    Vinod Bhat
    i
    Lead Fund Manager.
    May 7, 2021 - Present
    • Fund Manager Rank--Out of 0
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed6
    • Total AUM₹ 600.15 Cr
    • Highest Return In 1 Yr14.21 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option
    ₹ 45.55
    1.61%
    -%
    High Risk
    ₹37.38Cr
    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Direct Plan Growth Option
    ₹ 59.47
    2.51%
    -%
    Very High Risk
    ₹220.81Cr
    Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
    ₹ 30.28
    4.22%
    -%
    Very High Risk
    ₹93.19Cr
    Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option
    High Risk
    • NAV₹ 45.55
    • Fund Size₹37.38Cr
    Fund Return1.61%
    Category Return--
    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Direct Plan Growth Option
    Very High Risk
    • NAV₹ 59.47
    • Fund Size₹220.81Cr
    Fund Return2.51%
    Category Return--
    Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth
    Very High Risk
    • NAV₹ 30.28
    • Fund Size₹93.19Cr
    Fund Return4.22%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dhaval Joshi
    Dhaval Joshi
    i
    Lead Fund Manager.
    Nov 21, 2022 - Present
    • Schemes managed57
    • Total AUM₹ 3,20,457.46 Cr
    • Highest Return In 1 Yr26.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
    --
    ₹ 22.16
    3.14%
    -%
    Very High Risk
    ₹403.73Cr
    Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
    --
    ₹ 20.89
    2.38%
    -%
    Very High Risk
    ₹115.27Cr
    Aditya Birla Sun Life Special Opportunities Fund Dir Growth
    --
    ₹ 26.55
    4.12%
    -%
    Very High Risk
    ₹776.59Cr
    Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
    Very High Risk--
    • NAV₹ 22.16
    • Fund Size₹403.73Cr
    Fund Return3.14%
    Category Return--
    Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Growth
    Very High Risk--
    • NAV₹ 20.89
    • Fund Size₹115.27Cr
    Fund Return2.38%
    Category Return--
    Aditya Birla Sun Life Special Opportunities Fund Dir Growth
    Very High Risk--
    • NAV₹ 26.55
    • Fund Size₹776.59Cr
    Fund Return4.12%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2023
    EQUITY (97.09%)
    DEBT (-%)
    CASH (2.91%)
    Allocation by Market Cap
    Large Cap(80.17%)
    Mid Cap(15.60%)
    Small Cap(1.32%)
    Industry Holdings
    • -%
    Stock Holdings
    • ICICI Bank Ltd7.13%
    • Housing Development Finance Corp Ltd6.97%
    • Infosys Ltd4.88%
    • Larsen & Toubro Ltd4.60%
    • Reliance Industries Ltd4.42%
    • Axis Bank Ltd4.15%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.00
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.11
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.78
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Aditya Birla Sun Life AMC Ltd
    Aditya Birla Sun Life AMC Ltd manages assets worth ₹ 3,96,509.44 crores. It’s current offering of mutual fund schemes includes 38 equity, 86 debt and 16 hybrid schemes.
    phone icon
    Phone
    +91 22 43568000
    mail icon
    Email
    connect@birlasunlife.com
    aum
    AUM
    ₹ 3,96,509.44 Cr (
    As on May 31, 2025
    )
    location
    Address
    One World Centre, Tower 1, 17th Floor Mumbai,400 013

    bt_logoFAQ's

    What is the category of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The category of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth is Equity - Global - Other
    What is the current NAV of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The current NAV of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth as on Jul 28, 2023 is ₹30.28
    How safe is Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The risk level of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth is Very High.
    What are short term returns given by Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The return given by Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth in 1 month is 4.22%, 3 months is 10.37%, 6 months is 10.25%, and 1 year is 14.21%
    What are the long term returns given by Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The return given by Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth in 3 years is 19.43% and 5 years is 9.43%.
    What is the expense ratio of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The expense ratio of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth is 2.19%
    What is the AUM of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The assets under Management (AUM) of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth is Rs 93.19 crores.
    What is the minimum investment in Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth ?
    The minimum Lumpsum investment in Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth is ₹1,000.00 and the minimum SIP investment in Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth is ₹1,000.00
    What is the asset allocation of Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth?
    Aditya Birla Sun Life International Equity Fund Plan B Direct Plan Growth has an exposure of 97.09% in Equity and 2.91% in Cash & Money Market Securities

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