Monzy

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan

Annual Returns

5Y5-Year Return
12.7%
3Y3-Year Return
22.3%
1Y1-Year Return
16.1%
  • 12 yrs track record.

  • Risk band: high.

Returns calculator

Your investment

In

Worst Period

5.1%

₹1,64,805

Typical Period

8.3%

₹2,22,748

Best Period

10.4%

₹2,70,172

Based on investments started between 13 Oct 2014 and 21 Oct 2016.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹227.32 Cr

🏦 AUM (Fund size)

9.13%

📈 Returns since inception (p.a.)

0.68%

⭐ Yearly fund fee

₹45.72

📅 NAV as of today

Historical NAV & Returns

Oct 2016Today

Fund overview / numbers that matter

Start your investment from

SIP ₹100 · Lumpsum ₹5,000

0.68% Total Expense Ratio

12 yrs old · High Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ High risk — equity NAV can swing sharply, especially over short periods.

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Recommendation based on your answers.
Mutual funds are subject to market risk - read all scheme documents carefully.