Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹43.5464 0.49%
As on 12-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life International Equity Fund - Direct Plan
|
|
Very High
|
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2.07 |
||
|
|
Very High
|
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1.17 |
|||
|
|
Very High
|
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1.27 |
|||
|
|
Very High
|
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0.20 |
|||
|
|
Very High
|
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0.58 |
₹207 Cr
1.00 (30)
1,000
1
1,000
6
Investment Strategy
The plan would exclusively invest in international stocks. The aim of the plan is to create a portfolio that is diversified geographically, to take benefit of low correlation between various countries, and to create a portfolio of high quality - high grow.
Suitability
"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life International Equity Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life International Equity Fund - Direct Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life International Equity Fund - Direct Plan, is ₹43.5464 as of 14-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
Rheinmetall AG |
6.18
|
|
Allegro.Eu SA |
3.07
|
|
British American Tobacco (UK) |
2.40
|
|
Brambles Ltd. (Australia) |
2.39
|
|
Singapore Exchange |
2.29
|
Over the past five years, Aditya Birla Sun Life International Equity Fund - Direct Plan has delivered an annualised return of 12.74% as of 14-Jun-2025.
The minimum investment required to start investing in Aditya Birla Sun Life International Equity Fund - Direct Plan is ₹1,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.
