1 LakhInvestment Grown to
₹ 10000Monthly SIP Grown to
"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.
Taxability of earnings:
|Aditya Birla SL International Equity A Direct-G||-6.75||2.63||-0.64||-4.75||-6.35||-9.02||-1.98||11.31||12.31||7.67||--|
|S&P BSE 500 TRI||-8.87||0.73||-2.99||-10.15||-7.83||-11.96||10.15||15.42||11.62||11.80||--|
As on 16-May-2022
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Aditya Birla Sun Life International Equity Fund - Plan A - Direct Plan | Invest Online||Jan-13||-1.98||11.31||12.31||1.74%||125|
|Motilal Oswal Nasdaq 100 FOF - Direct Plan||Nov-18||-3.61||21.18||--||0.10%||3,688|
|Franklin India Feeder Franklin US Opportunities Fund - Direct Plan | Invest Online Now||Jan-13||-14.96||10.91||14.64||0.51%||3,263|
|Motilal Oswal S&P 500 Index Fund - Direct Plan||Apr-20||4.01||--||--||0.52%||2,530|
|ICICI Prudential US Bluechip Equity Fund - Direct Plan | Invest Now||Jan-13||-1.91||16.61||16.73||1.08%||1,935|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||14.43||24-Mar-2020 - 31-Mar-2020||-18.19||09-Mar-2020 - 17-Mar-2020|
|Month||21.05||24-Mar-2020 - 23-Apr-2020||-25.04||20-Feb-2020 - 23-Mar-2020|
|Quarter||33.77||24-Mar-2020 - 23-Jun-2020||-24.68||24-Dec-2019 - 24-Mar-2020|
|Year||57.49||24-Mar-2020 - 24-Mar-2021||-15.10||29-Jun-2015 - 28-Jun-2016|
|Aditya Birla SL International Equity A Direct-G||11.67||13.48||0.60||0.81||--||--|
|S&P BSE 500 TRI||18.19||21.83||0.67||0.73||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Apr-2022
|Number of Stocks||67|
|Top 10 Stocks (%)||--|
|Top 5 Stocks (%)||--|
|Top 3 Sectors (%)||51.60|
|Portfolio P/B Ratio||2.78|
|Portfolio P/E Ratio||17.43|
|Average Mkt Cap (Rs Cr)||6,60,317||16,25,039|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Berkshire Hathway Inc (US)||Insurance||--||2.44|
|British American Tobacco (UK)||Consumer Staples||--||2.42|
|Altria Group Inc||Consumer Staples||--||2.30|
|Toronto Dominion Bank||Financial||--||2.21|
|Mc DonaldS Corporation (US)||Services||--||2.18|
|Constellation Brands Inc.||Consumer Staples||--||2.15|
|Philip Morris International||Consumer Staples||--||2.14|
|Royal Bank Of Canada||Financial||--||2.09|
|Roper Technologies INC||Capital Goods||--||2.08|
|Westpac Banking Corp||Financial||--||2.07|
|Roche Holding AG Gen (UK)||Financial||--||2.06|
|Emerson Electric||Capital Goods||--||2.04|
|Imperial Brands Plc||Consumer Staples||--||1.97|
|Microsoft Corportion (US)||Technology||--||1.96|
|Alphabet Inc Class A||Services||--||1.89|
|Intel Corporation (USA)||Capital Goods||--||1.87|
|Gilead Sciences Inc. (USA)||Healthcare||--||1.81|
|Taiwan Semiconductor Manufacturing (Taiwan) (ADS/ADR)||Capital Goods||--||1.69|
|Biogen Idec Inc. (USA)||Healthcare||--||1.68|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
Education: Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.
Experience: Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.
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.
|Min. Investment (₹)||1,000|
|Min. Addl Investment (₹)||1,000|
|Min. SIP Investment (₹)||1,000|
|Min. No of Cheques||6|
|Min. Withdrawal (₹)||1|
|Min. Balance (₹)||500|
|Lock-in Period||Not Applicable|
|Exit Load||1% for redemption within 30 days|
|Fund House:||Aditya Birla Sun Life Mutual Fund|
|Return Since Launch:||10.29%|
|Benchmark:||S&P Global 1200|
|Assets:||₹ 125 Cr (As on 30-Apr-2022)|
|Expense:||1.74% (As on 31-Mar-2022)|
AMC: Aditya Birla Sun Life AMC Ltd.
Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Email: [email protected]