Aditya Birla SL Global Real Estate Retail Fund (Equity, International)

High
12 yrs 5 monthsStarted on:31 Dec 2007
₹ 13.91 Cras on: 21 May 2020
Long Term Horizon
1.28%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme will invest atleast 65% in ING Global Real Estate Securities Fund, upto 35% in the units of other similar overseas mutual fund schemes and may also keep upto 20% of its corpus into money market securities.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial95.48

Indicators

LabelValue
Standard Deviation15.68%

Vinod Bhat

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.
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.

Other Funds Managed by Vinod Bhat