Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth

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Value Research Rating

Unrated

₹8.1700

As on 13-Apr-2010

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Returns

Calculate SIP Returns of Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth

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Risk

This fund has risk.

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Portfolio of Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth

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Portfolio Breakdown

Peer Comparison

Fund name	Rating	Risk		Base Expense Ratio (%)
Motilal Oswal Nasdaq 100 FOF - Regular Plan Invest Online	Unrated	Very High	loading...	0.40
Franklin U.S. Opportunities Equity Active FoF - Regular Plan Invest Online	Unrated	Very High	loading...	1.25
Edelweiss US Technology Equity FoF - Regular Plan	Unrated	Very High	loading...	1.31
Kotak US Specific Equity Passive FoF - Regular Plan Invest Online	Unrated	Very High	loading...	0.60
Axis Greater China Equity FoF - Regular Plan Invest Online	Unrated	Very High	loading...	1.35

Detailed Comparison

Other details of Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth

Assets

Exit Load (Days)

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth

Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth is a equity mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on March 19, 2008, it is currently managed by . The fund has an expense ratio of 1.74% with an overall AUM (Assets Under Management) of ₹231 Cr.

Aditya Birla Sun Life Global Excellence Equity FoF Inst invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

International funds are suitable for investors:

Seeking exposure in shares of foreign companies for diversification
Aiming for long-term wealth creation
With a 5+ year investment horizon
Who are at ease with the market's ups and downs

Note:

Invest only through SIP
Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly

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FAQ for Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth

How to Invest in Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Global Excellence Equity FoF Institutional-Growth 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 Global Excellence Equity FoF Institutional-Growth 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.