Aditya Birla SL International Equity B Fund (Equity, Equity Thematic)

High
12 yrs 3 monthsStarted on:31 Oct 2007
₹ 82.21 Cras on: 20 Jan 2020
Long Term Horizon
2.63%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.25
1 Month2.29
3 Month8.00
1 YR9.28
2 YR1.38
3 YR8.86

SIP Returns

TenureReturns (CAGR)
1 YR15.04
2 YR7
3 YR5.97
5 YR7.5
10 YR9.11

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.42
Housing Development Finance Corpn. Ltd.7.51
VST Industries Ltd.3.48
ICICI Bank Ltd.3.28
Reliance Industries Ltd.3.17
Orient Refractories Limited2.78
Kotak Mahindra Bank Ltd.2.46
Sanofi India Ltd.2.13
Repco Home Finance Ltd.1.94
Tata Consultancy Services Ltd.1.84

Top Sectoral Holdings

Sector Name% Assets
Financial37.38
FMCG12.26
Construction10.59
Healthcare10.36
Services7.56
Technology6.6
Energy4.55
Engineering3.07
Diversified1.99
Textiles1.95

Indicators

LabelValue
Portfolio turnover ratio31
Standard Deviation9.9%
Sharpe Ratio0.37

Vineet Maloo

Mr. Maloo is a Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Hindalco.

Other Funds Managed by Vineet Maloo