Aditya Birla Sun Life International Equity Fund Plan B Regular Growth

Fund Overview

Fund Size

₹93 Cr

Expense Ratio

2.59%

ISIN

INF209K01546

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

31 Oct 2007

About this fund

Aditya Birla Sun Life International Equity Fund Plan B Regular Growth is a Global - Other mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 17 years, 5 months and 27 days, having been launched on 31-Oct-07.
As of 28-Jul-23, it has a Net Asset Value (NAV) of ₹28.80, Assets Under Management (AUM) of 93.19 Crores, and an expense ratio of 2.59%.

Aditya Birla Sun Life International Equity Fund Plan B Regular Growth has given a CAGR return of 6.95% since inception.
You can start investing in Aditya Birla Sun Life International Equity Fund Plan B Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+13.75%

— (Cat Avg.)

3 Years

+18.95%

— (Cat Avg.)

5 Years

+8.98%

— (Cat Avg.)

10 Years

+11.42%

— (Cat Avg.)

Since Inception

+6.95%

— (Cat Avg.)

Risk & Performance Ratios

Fund Managers

Dhaval Joshi

Since November 2022

Vinod Bhat

Since August 2019

Additional Scheme Details

ISIN

INF209K01546

Expense Ratio

2.59%

Exit Load

1.00%

Fund Size

₹93 Cr

Age

17 years 5 months

Lumpsum Minimum

₹1,000

Fund Status

Open Ended Investment Company

Benchmark

S&P BSE 200 India TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Global - Other Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Growth Very High Risk	0.6%	1.0%	₹29.12 Cr	13.4%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth Very High Risk	0.1%	1.0%	₹29.12 Cr	13.8%
Baroda BNP Paribas Aqua Fund of Fund Regular Growth Very High Risk	1.6%	1.0%	₹39.00 Cr	3.5%
Baroda BNP Paribas Aqua Fund of Fund Direct Growth Very High Risk	0.5%	1.0%	₹39.00 Cr	4.6%
Edelweiss Greater China Equity Regular Growth Very High Risk	2.4%	1.0%	₹1836.43 Cr	11.9%
ICICI Prudential Global Stable Equity Fund (FOF) Direct Growth Very High Risk	1.6%	1.0%	₹110.11 Cr	10.4%
ICICI Prudential Global Stable Equity Fund (FOF) Regular Growth Very High Risk	2.1%	1.0%	₹110.11 Cr	9.9%
ICICI Prudential US Bluechip Equity Fund Direct Growth Very High Risk	1.2%	1.0%	₹3019.13 Cr	1.8%
Aditya Birla Sun Life Global Excellence Equity Fund of Fund Direct Growth Very High Risk	1.6%	0.0%	₹192.65 Cr	6.0%
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth Very High Risk	1.5%	0.0%	₹221.98 Cr	6.3%
Edelweiss ASEAN Equity Off Shore Regular Growth Very High Risk	2.3%	1.0%	₹101.83 Cr	12.6%
Edelweiss Greater China Equity Direct Growth Very High Risk	1.4%	1.0%	₹1836.43 Cr	12.9%
Edelweiss ASEAN Equity Off Shore Direct Growth Very High Risk	1.6%	1.0%	₹101.83 Cr	13.4%
Kotak NASDAQ 100 Fund of Fund Direct Growth Very High Risk	0.3%	0.0%	₹2924.58 Cr	14.5%
Kotak Global Emerging Market Fund Direct Growth Very High Risk	1.3%	1.0%	₹87.85 Cr	5.1%
Kotak NASDAQ 100 Fund of Fund Regular Growth Very High Risk	0.6%	0.0%	₹2924.58 Cr	14.1%
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth Very High Risk	1.5%	1.0%	₹108.28 Cr	20.8%
Edelweiss Europe Dynamic Equity Offshore Fund Regular Growth Very High Risk	2.3%	1.0%	₹108.28 Cr	19.7%
Nippon India US Equity Opportunities Fund Direct Growth Very High Risk	1.3%	1.0%	₹670.53 Cr	7.7%
Mirae Asset NYSE FANG+ ETF Fund of Fund Direct Growth Very High Risk	0.7%	0.0%	₹1737.85 Cr	22.8%
Mirae Asset NYSE FANG+ ETF Fund of Fund Regular Growth Very High Risk	1.1%	0.0%	₹1737.85 Cr	22.3%
Invesco India - Invesco Pan European Equity Fund of Fund Regular Growth Very High Risk	0.9%	1.0%	₹37.14 Cr	5.1%
Nippon India US Equity Opportunities Fund Regular Growth Very High Risk	2.4%	1.0%	₹670.53 Cr	6.5%
Invesco India - Invesco Pan European Equity Fund of Fund Direct Growth Very High Risk	0.6%	1.0%	₹37.14 Cr	5.5%
DSP US Flexible Equity Fund Regular Growth Very High Risk	2.4%	0.0%	₹785.86 Cr	3.5%
Navi NASDAQ 100 Fund of Fund Regular Growth Very High Risk	0.3%	0.0%	₹908.38 Cr	14.3%
Navi NASDAQ 100 Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹908.38 Cr	14.5%
Axis Global Equity Alpha Fund of Fund Regular Growth Very High Risk	1.6%	1.0%	₹807.68 Cr	12.9%
Axis Global Equity Alpha Fund of Fund Direct Growth Very High Risk	0.9%	1.0%	₹807.68 Cr	13.8%
HSBC Brazil Fund Regular Growth Very High Risk	2.4%	1.0%	₹51.75 Cr	0.0%
PGIM India Global Select Real Estate Securities Fund of Fund Regular Growth Very High Risk	2.1%	0.0%	₹46.61 Cr	11.3%
PGIM India Global Select Real Estate Securities Fund of Fund Direct Growth Very High Risk	1.3%	0.0%	₹46.61 Cr	12.4%
Motilal Oswal S&P 500 Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹3462.95 Cr	12.4%
Motilal Oswal S&P 500 Index Fund Regular Growth Very High Risk	1.1%	1.0%	₹3462.95 Cr	11.8%
ICICI Prudential US Bluechip Equity Fund Regular Growth Very High Risk	2.0%	1.0%	₹3019.13 Cr	1.0%
PGIM India Emerging Markets Equity Fund Regular Growth Very High Risk	2.4%	0.0%	₹93.22 Cr	12.7%
DSP World Mining Regular Growth Very High Risk	2.1%	0.0%	₹125.74 Cr	0.5%
Kotak Global Emerging Market Fund Regular Growth Very High Risk	1.6%	1.0%	₹87.85 Cr	4.6%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund Regular Growth Very High Risk	0.4%	0.0%	₹351.19 Cr	14.4%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹351.19 Cr	14.6%
DSP World Gold Fund of Fund Regular Growth Very High Risk	2.4%	0.0%	₹1146.22 Cr	53.8%
Sundaram Global Brand Fund Regular Growth Very High Risk	2.1%	1.0%	₹110.90 Cr	3.5%
Nippon India Japan Equity Fund Direct Growth Very High Risk	1.3%	1.0%	₹258.03 Cr	10.9%
Nippon India Japan Equity Fund Regular Growth Very High Risk	2.5%	1.0%	₹258.03 Cr	9.6%
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Direct Growth Very High Risk	0.7%	0.0%	₹576.22 Cr	17.9%
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth Very High Risk	1.1%	0.0%	₹576.22 Cr	17.5%
Mirae Asset S&P 500 Top 50 ETF Very High Risk	0.6%	-	₹744.61 Cr	15.8%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹5339.19 Cr	19.2%
Motilal Oswal Nasdaq 100 Fund of Fund Regular Growth Very High Risk	1.1%	1.0%	₹5339.19 Cr	18.8%
Kotak International REIT FOF Regular Growth Very High Risk	1.4%	1.0%	₹42.40 Cr	6.5%

About the AMC

Aditya Birla SL Mutual Fund

+91 22 43568000

https://mutualfund.adityabirlacapital.com/

Total AUM

₹3,67,306 Cr

Address

One World Centre, Tower 1, 17th Floor, Mumbai, 400 013

Other Funds by Aditya Birla SL Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Aditya Birla Sun Life Fixed Maturity Plan-Series US (100 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Maturity Plan-Series UR (85 days) Direct Growth Low to Moderate Risk	-	0.0%	₹104.95 Cr	-
Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹80.71 Cr	12.3%
Aditya Birla Sun Life Fixed Maturity Plan-Series UQ (92 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth Very High Risk	1.0%	1.0%	₹1343.85 Cr	-1.9%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth Very High Risk	0.3%	0.0%	₹87.20 Cr	8.8%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth Very High Risk	0.2%	0.0%	₹182.16 Cr	10.5%
Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth Low to Moderate Risk	-	-	-	-
Aditya Birla Sun Life Fixed Term Plan Series SP Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series SC(1170 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series SM Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series TN Direct Growth Low to Moderate Risk	-	-	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series RM (91 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series SE(1163 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TM (1842 days) Direct Growth Moderate Risk	-	-	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TP (1923 Days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TK (1833 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series RG(1283 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series SD(1168 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series TO (1214 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TE (1095 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TF (1098 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan SeriesSH (1146 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth Low Risk	-	0.0%	₹28.75 Cr	7.1%
Aditya BSL Fixed Term Plan Series RZ(1187 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series SB(1174 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series UB (1224 Days) Direct Growth Low to Moderate Risk	-	0.0%	₹24.33 Cr	8.3%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth Low to Moderate Risk	-	0.0%	₹25.60 Cr	8.8%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth Low to Moderate Risk	-	0.0%	₹311.04 Cr	8.6%
Aditya Birla Sun Life Fixed Term Plan - Series TG (1099 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series TW (167 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series UC (95 days) Direct Growth Low to Moderate Risk	-	-	-	-
Aditya Birla Sun Life Fixed Term Plan Series UF (180 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series RT (1223 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series SX Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan - Series TD (1100 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series TQ (1879 days) Direct Growth Low to Moderate Risk	-	0.0%	₹216.34 Cr	9.4%
Aditya Birla Sun Life Fixed Term Plan Series TH (1098 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya BSL Fixed Term Plan Series RS (1232 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series TU (1789 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series UD (79 days) Direct Growth Low to Moderate Risk	-	-	-	-
Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days) Direct Growth Low to Moderate Risk	-	0.0%	₹73.34 Cr	8.2%
Aditya Birla Sun Life Fixed Term Plan - Series UA (1231 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series SW Direct Growth Low to Moderate Risk	-	-	-	-
Aditya BSL Fixed Term Plan Series QZ(1100 days) Direct Growth Low to Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series UE (1275 days) Direct Growth Moderate Risk	-	0.0%	-	-
Aditya Birla Sun Life Fixed Term Plan Series TB (1125 days) Direct Growth Moderate Risk	-	0.0%	-	-

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

What is the current NAV of Aditya Birla Sun Life International Equity Fund Plan B Regular Growth?

The NAV of Aditya Birla Sun Life International Equity Fund Plan B Regular Growth, as of 28-Jul-2023, is ₹28.80.

What are the returns of Aditya Birla Sun Life International Equity Fund Plan B Regular Growth?

The fund has generated 13.75% over the last 1 year and 18.95% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

Who manages the Aditya Birla Sun Life International Equity Fund Plan B Regular Growth?

The fund managers responsible for Aditya Birla Sun Life International Equity Fund Plan B Regular Growth are:-

Dhaval Joshi
Vinod Bhat

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹93 Cr

Expense Ratio

2.59%

ISIN

INF209K01546

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

31 Oct 2007

Risk Level

Your principal amount will be at Very High Risk