Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life International Equity Fund

(An open ended equity scheme following international theme)

Category: Equity
Sub-Category: Thematic

Investment Objective

A fund that provides an opportunity to grow your money by investing in worldclass companies across the globe.

This product is suitable for investors who are seeking

  • long term capital growth
  • investments predominantly in equity and equity related securities in the international markets

Fund Details

  • Fund Type - Open-Ended
  • Category - Equity
  • Sub-Category - Thematic
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Dhaval Joshi
  • Latest NAV - 32.398 (as on 02-Jul-2024)
  • Inception Date - Oct 31, 2007
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Fund Performance

Trailing Return

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*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mr. Dhaval Joshi

    Total Experience : 15 years

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    Dhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.05.2024)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
N.A.
For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV.
For redemption / switch-out of units after 30 days from the date of allotment: Nil

Highlights

  • Long term capital growth
  • Investments predominantly in equity and equity related securities in the international markets

​It's time to reach out to the world

With global markets now being open to Indian investors, you have an opportunity to invest in international stocks to diversify your portfolio across borders. Performance knows no boundaries. High Performance Stocks exist all over the world, even in markets that post low growth figures. You can now benefit from the performance of global giants like Lenovo, Adidas, Hitachi, BMW, Nestle, Boeing, Nokia, Samsung and many more...

It's time to make the World's best work for one person - You.

 

Why should you invest in international Markets?

 

• Investing internationally enables an investor to benefit from the best. Investors can  capitalize on each country's strength. E.g. No one can match the mass production  capabilities of China. Similarly, to select the best aircraft designer, one has to go the US.

• Global markets are not correlated. They differ from each other in terms of performance,  volatility, etc. Thus they offer constant opportunities for growth

• Global events may affect Indian markets while the converse is not necessarily true.  Hence, diversifying your investments internationally reduces your overall risk.

• There are Performing stocks all across the world. Performing Stocks are not confined to  Continents or Regions. It's all a matter of selecting the right ones.

 

Why should you invest in this fund?

 

• Investments in stocks across the world without any regional bias.

• Capitalize on the strengths of individual countries all across the world.

• The fund identifies top performing stocks even in markets that post low growth figures.

• ABSLAMC has engaged Standard& Poor's Investment Advisory Services LLC (SPIAS) to  provide investment advice on the international portion of the fund, leveraging their global  expertise of over 11 years in equity research.

 

Get the latest NAV on SMS, sendNAV <297G> as an SMS to 567679. Premium SMS charges apply.  

 

Discipline

The scheme targets to maintain sector exposure within a certain range of the sectoral weight in the benchmark index i.e. S&P Global 1200 TRI, in order to maintain diversification and avoid excessive concentration in a single sector. This discipline also reduces overdependence on a particular industry, aiming to give stability to your portfolio.

Aditya Birla Sun Life International Equity Fund

(An open ended equity scheme following international theme)

This product is suitable for investors who are seeking

  • long term capital growth
  • investments predominantly in equity and equity related securities in the international markets

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

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  • KIM - Aditya Birla Sun Life International Equity Fund
  • SID - Aditya Birla Sun Life International Equity Fund
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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.