Aditya Birla Sun Life International Equity Fund Plan B Growth - Latest NAV ₹17.2308, Returns, Performance & Portfolio

Aditya Birla Sun Life International Equity Fund Plan B Growth

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    3.27%
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    (+0.08)17.2308

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Min amount: ₹1,000

Calculate Returns

Rs. 2,000 invested monthly becomes Rs. 6.78 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years6.48%
5 Years3.27%
3 Years-0.98%
1 Year-0.07%
6 Months-11.25%
Fund Details
ISININF209K01546
RiskHigh Risk
Fund TypeGlobal - Other
NAV17.2308
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd7.15%
Housing Development Finance Corp Ltd4.34%
ICICI Bank Ltd4.31%
Reliance Industries Ltd4.2%
VST Industries Ltd3.05%
Sanofi India Ltd2.82%
Orient Refractories Ltd2.42%
Kotak Mahindra Bank Ltd2.34%
Hindustan Unilever Ltd1.66%
Hero MotoCorp Ltd1.64%

About Aditya BSL International Equity Fund - Plan B

The Aditya BSL International Equity Fund - Plan B is an open-ended equity scheme. It seeks to provide long-term capital growth by investing predominantly in a diversified portfolio of equity and equity-related instruments in the domestic as well as international markets.

Pros & Cons of Aditya BSL International Equity Fund - Plan B

  • The scheme invests around 65%-75% of its investible corpus in Indian equity and equity-related instruments while limiting its investment in foreign equity securities between 25%-35%.
  • As on September 30, 2018, the scheme is not ranked under CRISIL’s Sectoral/ Thematic Funds category.
  • Further, it has generated returns of 12.95% per year over the last 10 years (as on January 31, 2019). However, the returns over the last year have been negative (-6.42%).

Fund Information and Statistics of Aditya BSL International Equity Fund - Plan B

Inception / Launch Date

The scheme was launched on 31 October 2007 by Aditya Birla Sun Life Mutual Fund.

Risk Level

According to the investment objective and asset allocation of the scheme, it has a High risk-level associated with it.

Redemption

The redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.

Fund Manager(s)

Mr. Vineet Maloo is the Fund Manager of the Aditya BSL International Equity Fund - Plan B since inception.

Entry / Exit Load

There is no entry load in this scheme.

The exit load structure is as follows:-

  • If the units are redeemed after the completion of 365 days from the date of allotment of the said units, then the exit load = Nil
  • If the units are redeemed within 365 days from the date of allotment of the said units, then the exit load = 1% of the applicable NAV

Tax benefits of investing in Aditya BSL International Equity Fund - Plan B

The following taxes are applicable to the income arising from investing in this scheme:

  • STCG tax (units are held for a period of less than 12 months) of 15 percent on redemption of units.
  • LTCG (units are held for a period of more than 12 months), in excess of Rs 1 Lakh, is taxed at 10 percent without indexation benefits on the redemption of units.

About Aditya Birla Sun Life Mutual Fund

Established in 1994, the Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and Sun Life Financial Inc. of Canada. With more than Rs. 2500 billion of assets under management and over 6.6 million investor folios, ABSLMF is one of India’s leading fund houses. It offers user-friendly services, smart solutions, and a plethora of investment schemes to choose from.

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 2,000 invested monthly becomes Rs. 6.78 Lakhs in a period of 20 years
High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns