Aditya Birla Sun Life Global Real Estate Fund

Click on + to See NAV
no data

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Aditya Birla Sun Life Global Real Estate Fund Analysis

Aditya Birla Sun Life Global Real Estate Fund Performance Snapshot (Regular Plan)

Rotate the phone! Best viewed in landscape mode on mobile
KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 23, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Aditya Birla Sun Life Global Real Estate Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Aditya Birla Sun Life Global Real Estate Fund

Top Performing Funds in FoF Overseas Category
Rotate the phone! Best viewed in landscape mode on mobile.
Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Dsp Us Flexible Equity Fund

3 The Dsp Us Flexible Equity Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has fourth KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Dsp Us Flexible Equity Fund performance snapshot section. 24.25% 13.40% -12.57% -18.42% 0.43 0.23 0.42

Edelweiss Europe Dynamic Equity Offshore Fund

5 The Edelweiss Europe Dynamic Equity Offshore Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Europe Dynamic Equity Offshore Fund performance snapshot section. 12.54% 9.24% -21.46% -18.95% 0.23 0.15 0.45

Icici Prudential Global Stable Equity Fund (Fof)

6 None % % -11.30% -13.45% 0.43 0.24 0.44

Invesco India - Invesco Global Equity Income Fund Of Fund

1 The Invesco India - Invesco Global Equity Income Fund Of Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has fifth KPIs that are in top quartile. The fund has 45% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Invesco India - Invesco Global Equity Income Fund Of Fund performance snapshot section. 20.76% 13.66% -19.04% -17.24% 0.54 0.29 0.45

Sundaram Global Brand Fund

4 None % % -23.60% -24.02% 0.13 0.09 0.40

Axis Global Equity Alpha Fund Of Fund

2 The Axis Global Equity Alpha Fund Of Fund is a FoF Overseas. In the FoF Overseas category there are 34 funds. The fund has first KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Axis Global Equity Alpha Fund Of Fund performance snapshot section. 23.22% 11.43% -18.23% -22.64% 0.20 0.11 0.41

Aditya Birla Sun Life Global Real Estate Fund Performance Snapshot (Direct Plan)

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 23, 2024.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Aditya Birla Sun Life Global Real Estate Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
% %
% %
% %
% %
% %
% %
% %

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


For Any Question Join Our Group On Facebook

FoF Overseas Category Performance Analysis

Return Chart (Regular Plan)

Click on + to See Details
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Axis Global Innovation Fund Of Fund

1.04
1
4.77
8
19.49
8
29.88
10

Axis Global Equity Alpha Fund Of Fund

0.82
2
3.90
15
14.63
13
23.22
12
11.43
5

Dsp World Agriculture Fund

0.73
3
1.29
29
0.17
35
-3.70
31
-8.53
32
-6.64
20
1.80
17

Idfc Us Equity Fund Of Fund

0.58
4
6.90
2
16.33
3
24.23
3
45.24
6

Edelweiss Us Value Equity Offshore Fund

0.56
5
3.28
20
8.53
15
10.10
17
11.47
18
12.31
4
12.14
5

Dsp Us Flexible Equity Fund

0.49
6
4.00
13
11.07
11
14.88
12
24.25
11
13.40
3
15.79
3

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

0.44
7
6.05
4
5.65
23
8.20
18
6.75
22
-0.90
16
5.59
10

Hsbc Global Equity Climate Change Fund Of Fund

0.43
8
2.25
23
7.47
18
8.07
19
7.64
21

Hsbc Global Emerging Markets Fund

0.42
9
3.69
16
2.57
33
2.03
26
2.21
25
-7.77
21
3.07
14

Aditya Birla Sun Life Nasdaq 100 Fof

0.30
10
1.90
24
21.32
6
49.53
3

Invesco India - Invesco Eqqq Nasdaq-100 Etf Fund Of Fund

0.28
11
1.88
25
11.67
9
21.06
7
48.71
4

Franklin India Feeder - Franklin U.S. Opportunities Fund

0.25
12
6.80
3
15.82
4
23.70
4
45.40
5
7.76
8
15.86
2

Invesco India - Invesco Global Equity Income Fund Of Fund

0.24
13
3.02
21
8.74
13
13.25
14
20.76
13
13.66
2
12.72
4

Edelweiss Greater China Equity Off-Shore Fund

0.20
14
4.39
10
-4.69
40
-4.93
33
-15.79
34
-17.81
25
3.60
13

Kotak Nasdaq 100 Fof

0.19
15
1.84
27
21.40
5
50.26
2
15.95
1

Sbi International Access - Us Equity Fof

0.18
16
3.67
17
13.32
7
18.79
9
31.27
8

Invesco India - Invesco Global Consumer Trends Fund Of Fund

0.06
17
4.57
9
8.87
12
10.93
16
13.77
16
-12.58
24

Invesco India - Invesco Pan European Equity Fund Of Fund

-0.13
18
0.99
30
3.41
32
6.28
23
7.82
20
10.90
6
8.38
8

Edelweiss Europe Dynamic Equity Offshore Fund

-0.16
19
4.17
12
6.97
20
11.21
15
12.54
17
9.24
7
10.54
7

Edelweiss Us Technology Fund Of Fund

-0.21
20
5.25
5
19.57
2
29.67
1
59.86
1
7.48
9

Pgim India Global Select Real Estate Securities Fund Of Fund

-0.21
21
0.11
2
1.62
28
6.82
22
8.05
20
4.68
24

Kotak Global Innovation Fund Of Fund

-0.22
22
4.24
11
12.07
8
16.79
10
29.99
9

Dsp World Mining Fund

-0.24
23
-5.38
36
-5.56
42
-4.75
32
-11.09
33
1.98
14
10.69
6

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

-0.24
24
5.07
6
4.68
26
6.88
22
5.11
23
-8.04
22
2.23
16

Pgim India Global Equity Opportunities Fund

-0.33
25
0.18
1
7.31
1
14.72
6
24.37
2
44.81
7
2.78
11
16.66
1

Kotak International Reit Fof

-0.36
26
0.06
32
3.78
29
3.91
25
-4.91
30
-1.44
17

Dsp World Energy Fund

-0.42
27
0.10
31
3.44
31
0.44
28
1.08
27
5.44
10
5.30
11

Mahindra Manulife Asia Pacific Reits Fof

-0.47
28
-2.27
35
-0.04
36
0.69
27
-8.46
31

Kotak Global Emerging Market Fund

-0.69
29
3.33
18
5.36
24
7.97
21
10.54
19
-4.02
18
6.83
9

Dsp World Gold Fund

-0.78
30
-6.71
37
-11.54
44
-9.59
34
-4.56
29
-5.66
19
3.73
12

Edelweiss Asean Equity Off-Shore Fund

-1.34
31
2.27
22
4.19
28
-0.09
29
-1.66
28
2.38
12
2.61
15

Franklin India Feeder - Templeton European Opportunities Fund

-1.47
32
-0.54
3
-1.65
33
-0.67
37
-1.79
30
2.07
26
1.51
15
-0.24
19

Hsbc Brazil Fund

-1.69
33
-1.67
34
-1.10
38
5.79
24
19.15
14
2.13
13
-4.25
20

Pgim India Emerging Markets Equity Fund

-1.79
34
-2.23
4
3.30
19
8.15
17
15.47
11
15.67
15
-12.48
23
-0.21
18

Icici Prudential Global Stable Equity Fund (Fof)

Aditya Birla Sun Life Global Emerging Opportunities Fund

Hdfc Developed World Indexes Fund Of Funds

Navi Us Total Stock Market Fund Of Fund

Navi Nasdaq 100 Fund Of Fund

Icici Prudential Strategic Metal And Energy Equity Fund Of Fund

Dsp Global Allocation Fund

Sundaram Global Brand Fund

Axis Greater China Equity Fund Of Fund

Baroda Bnp Paribas Funds Aqua Fund Of Fund

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

Dsp Global Innovation Fund Of Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

0.65
28
1.61
28
3.27
29
-2.45
18
13.13
4

Franklin India Feeder - Franklin U. S. Opportunities Fund

2.74
8
6.25
8
12.42
9
-10.63
24
10.09
7

Franklin India Feeder - Franklin European Growth Fund

0.20
34
1.98
24
6.02
24
1.01
12
-2.89
23

Dsp World Gold Fund

-0.36
40
-0.48
36
1.85
33
0.34
13
4.74
19

Dsp World Energy Fund

0.76
26
1.84
26
4.14
28
1.82
10
5.53
18

Dsp World Mining Fund

-0.33
39
-2.95
43
-3.72
44
5.98
4
22.13
1

Dsp World Agriculture Fund

-0.96
42
-2.60
42
-3.63
43
-9.12
22
6.01
15

Dsp Us Flexible Equity Fund

1.87
16
2.92
18
7.52
21
5.17
7
15.88
2

Dsp Global Allocation Fund

1.03
23
1.62
27
4.21
27
0.26
14
8.13
11

Edelweiss Greater China Equity Off-Shore Fund

-2.60
46
-5.04
46
-6.64
46
-13.50
29
9.63
8

Edelweiss Asean Equity Off-Shore Fund

-1.10
43
-1.61
40
-1.43
40
2.76
8
3.35
20

Edelweiss Us Value Equity Offshore Fund

1.02
24
-0.32
35
2.39
32
5.18
6
13.55
3

Edelweiss Europe Dynamic Equity Offshore Fund

0.41
31
1.84
25
6.19
22
5.79
5
7.86
12

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

-0.03
36
-0.49
37
1.21
36
-11.64
27
1.17
21

Hsbc Global Emerging Markets Fund

0.13
35
-1.00
39
0.69
38
-10.93
25
6.94
13

Hsbc Brazil Fund

2.83
6
2.40
22
8.29
18
2.73
9
-8.63
25

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-0.23
38
-0.22
34
1.58
34
-4.60
19
5.87
16

Icici Prudential Global Stable Equity Fund (Fof)

0.76
27
1.49
29
5.10
26
6.60
3
10.10
6

Invesco India Feeder - Invesco Pan European Equity Fund

0.20
32
2.63
21
8.28
19
8.33
2
5.59
17

Invesco India Feeder - Invesco Global Equity Income Fund

1.30
21
4.35
12
11.14
12
8.36
1
8.98
9

Kotak Global Emerging Market Fund

0.53
29
0.99
31
3.26
30
-9.06
21
6.64
14

Pgim India Global Equity Opportunities Fund

2.41
10
7.33
6
14.17
7
-11.37
26
10.83
5

Sundaram Global Brand Fund

2.25
13
5.77
9
12.31
10
-0.36
15
8.57
10

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

2.39
11
5.58
11
12.42
8
-0.44
16
0.05
22

Pgim India Emerging Markets Equity Fund

0.82
25
1.46
30
-0.27
39
-22.19
30
-3.03
24

Edelweiss Us Technology Fund Of Fund

3.29
5
8.45
1
18.35
1
-12.38
28

Axis Global Equity Alpha Fund Of Fund

1.54
20
2.72
20
7.72
20
1.32
11

Invesco India - Invesco Global Consumer Trends Fund Of Fund

1.64
19
2.81
19
5.48
25
-22.60
31

Kotak International Reit Fof

-0.38
41
-1.88
41
-2.76
41
-5.03
20

Kotak Nasdaq 100 Fof

3.49
1
8.21
3
17.14
3
-1.88
17

Axis Greater China Equity Fund Of Fund

-2.29
45
-4.41
45
-5.07
45
-10.47
23

Hsbc Global Equity Climate Change Fund Of Fund

0.41
30
0.71
32
3.05
31

Sbi International Access - Us Equity Fof

1.65
18
3.21
17
9.55
13

Axis Global Innovation Fund Of Fund

1.72
17
4.12
13
9.26
15

Kotak Global Innovation Fund Of Fund

2.29
12
4.10
14
9.35
14

Idfc Us Equity Fund Of Fund

2.81
7
5.75
10
11.90
11

Hdfc Developed World Indexes Fund Of Funds

2.06
15
3.47
16
8.54
17

Mahindra Manulife Asia Pacific Reits Fof

-1.60
44
-3.36
44
-3.61
42

Aditya Birla Sun Life Nasdaq 100 Fof

3.40
2
8.10
4
16.42
5

Pgim India Global Select Real Estate Securities Fund Of Fund

-0.23
37
0.22
33
1.46
35

Icici Prudential Strategic Metal And Energy Equity Fund Of Fund

0.20
33
-0.55
38
0.90
37

Dsp Global Innovation Fund Of Fund

2.51
9
7.18
7
15.90
6

Navi Us Total Stock Market Fund Of Fund

2.24
14
3.76
15
8.85
16

Navi Nasdaq 100 Fund Of Fund

3.38
3
8.33
2
17.36
2

Invesco India - Invesco Eqqq Nasdaq-100 Etf Fund Of Fund

3.30
4
8.10
5
16.57
4

Baroda Bnp Paribas Funds Aqua Fund Of Fund

1.03
22
2.19
23
6.18
23
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

0.68
28
1.79
27
3.51
30
-1.99
18
13.69
4

Franklin India Feeder - Franklin U. S. Opportunities Fund

2.82
8
6.50
8
12.96
8
-9.72
24
11.19
6

Franklin India Feeder - Franklin European Growth Fund

0.27
33
2.20
24
6.50
24
1.93
12
-2.02
23

Dsp World Gold Fund

-0.31
41
-0.33
38
2.15
33
1.00
13
5.39
19

Dsp World Energy Fund

0.80
26
1.99
26
4.44
28
2.43
11
6.12
17

Dsp World Mining Fund

-0.28
39
-2.79
43
-3.40
43
6.72
3
22.85
1

Dsp World Agriculture Fund

-0.92
42
-2.50
42
-3.42
44
-8.79
22
6.24
16

Dsp Us Flexible Equity Fund

1.94
16
3.14
18
7.98
21
6.10
7
16.77
2

Dsp Global Allocation Fund

1.08
24
1.77
28
4.53
27
0.92
14
8.80
11

Edelweiss Greater China Equity Off-Shore Fund

-2.52
46
-4.82
46
-6.21
46
-12.69
29
10.59
8

Edelweiss Us Value Equity Offshore Fund

1.10
23
-0.11
35
2.84
32
6.12
6
14.55
3

Edelweiss Asean Equity Off-Shore Fund

-1.04
43
-1.42
40
-1.07
40
3.50
9
4.09
20

Edelweiss Europe Dynamic Equity Offshore Fund

0.48
30
2.04
25
6.63
23
6.68
4
8.69
12

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

0.05
36
-0.28
36
1.65
36
-10.88
27
2.14
21

Hsbc Global Emerging Markets Fund

0.19
35
-0.83
39
1.04
38
-10.30
25
7.72
13

Hsbc Brazil Fund

2.89
7
2.59
22
8.65
18
3.51
8
-7.90
25

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-0.17
38
-0.05
34
1.95
34
-3.87
19
6.69
15

Icici Prudential Global Stable Equity Fund (Fof)

0.79
27
1.59
30
5.15
26
6.63
5
10.73
7

Invesco India Feeder - Invesco Pan European Equity Fund

0.23
34
2.74
21
8.48
19
8.74
2
6.07
18

Invesco India Feeder - Invesco Global Equity Income Fund

1.36
21
4.52
12
11.51
12
9.14
1
9.75
9

Kotak Global Emerging Market Fund

0.57
29
1.14
31
3.51
29
-8.57
21
7.22
14

Pgim India Global Equity Opportunities Fund

2.50
10
7.58
6
14.72
7
-10.42
26
12.03
5

Sundaram Global Brand Fund

2.34
13
5.99
10
12.84
9
0.77
15
9.48
10

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

2.44
11
5.73
11
12.74
10
0.14
16
0.53
22

Pgim India Emerging Markets Equity Fund

0.85
25
1.76
29
0.24
39
-21.31
30
-2.02
24

Edelweiss Us Technology Fund Of Fund

3.38
4
8.70
1
18.91
1
-11.48
28

Axis Global Equity Alpha Fund Of Fund

1.63
20
2.99
20
8.32
20
2.51
10

Invesco India - Invesco Global Consumer Trends Fund Of Fund

1.72
18
3.06
19
6.02
25
-21.77
31

Kotak International Reit Fof

-0.30
40
-1.66
41
-2.33
41
-4.18
20

Kotak Nasdaq 100 Fof

3.52
1
8.31
3
17.37
3
-1.48
17

Axis Greater China Equity Fund Of Fund

-2.27
45
-4.15
45
-4.52
45
-9.40
23

Hsbc Global Equity Climate Change Fund Of Fund

0.47
31
0.90
32
3.45
31

Sbi International Access - Us Equity Fof

1.71
19
3.39
17
9.93
14

Axis Global Innovation Fund Of Fund

1.74
17
4.43
13
9.92
15

Kotak Global Innovation Fund Of Fund

2.39
12
4.41
14
10.04
13

Idfc Us Equity Fund Of Fund

2.90
6
6.01
9
12.44
11

Hdfc Developed World Indexes Fund Of Funds

2.10
15
3.62
16
8.76
17

Mahindra Manulife Asia Pacific Reits Fof

-1.52
44
-3.14
44
-3.15
42

Aditya Birla Sun Life Nasdaq 100 Fof

3.43
2
8.20
4
16.59
5

Pgim India Global Select Real Estate Securities Fund Of Fund

-0.11
37
0.44
33
1.82
35

Icici Prudential Strategic Metal And Energy Equity Fund Of Fund

0.28
32
-0.32
37
1.38
37

Dsp Global Innovation Fund Of Fund

2.59
9
7.42
7
16.42
6

Navi Us Total Stock Market Fund Of Fund

2.25
14
3.77
15
8.87
16

Navi Nasdaq 100 Fund Of Fund

3.39
3
8.45
2
17.50
2

Invesco India - Invesco Eqqq Nasdaq-100 Etf Fund Of Fund

3.32
5
8.16
5
16.72
4

Baroda Bnp Paribas Funds Aqua Fund Of Fund

1.12
22
2.45
23
6.75
22
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

-26.11
16
-20.79
8
-6.60
9
15.30
6
11.40
13

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

-26.83
18
-26.41
14
-7.21
12
17.77
15
13.00
17

Dsp World Gold Fund

-39.54
26
-36.58
23
-36.58
27
27.23
25
17.68
24

Dsp World Energy Fund

-32.81
22
-25.48
13
-13.81
20
22.88
21
15.24
22

Dsp World Mining Fund

-27.39
19
-27.49
16
-11.59
17
26.03
24
18.66
25

Dsp World Agriculture Fund

-26.40
17
-26.46
15
-13.83
21
15.25
5
11.02
9

Dsp Us Flexible Equity Fund

-18.42
7
-12.57
4
-4.13
4
14.27
4
9.78
6

Dsp Global Allocation Fund

-15.27
4
-13.36
5
-4.27
5
9.69
1
6.67
1

Edelweiss Greater China Equity Off-Shore Fund

-35.46
24
-50.48
27
-28.39
26
24.84
23
15.13
21

Edelweiss Asean Equity Off-Shore Fund

-15.20
3
-11.44
3
-5.24
8
16.11
9
8.95
3

Edelweiss Us Value Equity Offshore Fund

-14.68
2
-9.70
1
-3.20
1
15.53
7
9.43
4

Edelweiss Europe Dynamic Equity Offshore Fund

-18.95
8
-21.46
10
-7.08
11
18.44
16
12.20
15

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

-23.77
13
-35.42
22
-12.68
19
17.67
14
11.35
11

Edelweiss Us Technology Fund Of Fund

-36.09
25
-42.38
25
-11.40
16
27.91
26
18.85
26

Franklin India Feeder - Franklin U.S. Opportunities Fund

-33.87
23
-34.04
21
-9.34
14
20.96
20
14.64
20

Franklin India Feeder - Templeton European Opportunities Fund

-24.24
15
-27.84
17
-7.27
13
18.62
17
12.44
16

Hsbc Global Emerging Markets Fund

-21.92
9
-30.35
19
-11.71
18
17.40
13
11.04
10

Hsbc Brazil Fund

-40.80
27
-32.47
20
-15.17
22
31.45
27
21.07
27

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-18.38
6
-24.49
12
-24.49
24
15.86
8
9.50
5

Icici Prudential Global Stable Equity Fund (Fof)

-13.45
1
-11.30
2
-3.60
2
12.21
2
8.00
2

Invesco India - Invesco Pan European Equity Fund Of Fund

-22.77
12
-21.36
9
-4.71
6
20.12
19
13.26
18

Invesco India - Invesco Global Equity Income Fund Of Fund

-17.24
5
-19.04
7
-4.98
7
16.64
12
11.46
14

Kotak Global Emerging Market Fund

-22.33
10
-29.38
18
-10.64
15
16.32
10
10.16
8

Sundaram Global Brand Fund

-24.02
14
-23.60
11
-6.97
10
16.60
11
11.37
12

Pgim India Global Equity Opportunities Fund

-31.21
21
-39.61
24
-15.19
23
23.59
22
16.70
23

Pgim India Emerging Markets Equity Fund

-30.49
20
-48.09
26
-28.19
25
20.04
18
13.52
19

Axis Global Equity Alpha Fund Of Fund

-22.64
11
-18.23
6
-4.05
3
13.61
3
9.87
7
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Global Emerging Opportunities Fund

-0.07
16
0.00
16
0.19
13
0.42

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund

0.17
10
0.11
10
0.28
11
0.41

Dsp World Gold Fund

-0.57
25
-0.19
25
-0.20
27
0.36

Dsp World Energy Fund

0.26
7
0.17
7
0.38
8
0.45

Dsp World Mining Fund

0.28
6
0.18
6
0.40
7
0.44

Dsp World Agriculture Fund

-0.55
24
-0.18
23
-0.05
23
0.39

Dsp Us Flexible Equity Fund

0.43
3
0.23
5
0.60
2
0.42

Dsp Global Allocation Fund

-0.26
20
-0.09
20
0.19
14
0.43

Edelweiss Greater China Equity Off-Shore Fund

-0.58
26
-0.21
26
-0.14
25
0.46

Edelweiss Asean Equity Off-Shore Fund

0.09
12
0.09
12
0.40
6
0.49

Edelweiss Us Value Equity Offshore Fund

0.49
2
0.31
1
0.76
1
0.46

Edelweiss Europe Dynamic Equity Offshore Fund

0.23
8
0.15
8
0.37
9
0.45

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

-0.52
23
-0.19
24
-0.06
24
0.43

Edelweiss Us Technology Fund Of Fund

-0.00
13
0.06
13
0.13
17
0.42

Franklin India Feeder - Franklin U.S. Opportunities Fund

-0.20
18
-0.04
17
0.06
19
0.40

Franklin India Feeder - Templeton European Opportunities Fund

-0.04
15
0.02
15
0.17
15
0.46

Hsbc Global Emerging Markets Fund

-0.43
22
-0.15
22
-0.02
22
0.41

Hsbc Brazil Fund

-0.02
14
0.06
14
0.15
16
0.44

Hsbc Asia Pacific (Ex Japan) Dividend Yield Fund

-0.16
17
-0.04
18
0.12
18
0.47

Icici Prudential Global Stable Equity Fund (Fof)

0.43
4
0.24
4
0.59
3
0.44

Invesco India - Invesco Pan European Equity Fund Of Fund

0.42
5
0.25
3
0.51
5
0.48

Invesco India - Invesco Global Equity Income Fund Of Fund

0.54
1
0.29
2
0.57
4
0.45

Kotak Global Emerging Market Fund

-0.29
21
-0.10
21
0.05
20
0.40

Sundaram Global Brand Fund

0.13
11
0.09
11
0.28
12
0.40

Pgim India Global Equity Opportunities Fund

-0.25
19
-0.06
19
0.01
21
0.38

Pgim India Emerging Markets Equity Fund

-0.71
27
-0.24
27
-0.14
26
0.38

Axis Global Equity Alpha Fund Of Fund

0.20
9
0.11
9
0.35
10
0.41

Aditya Birla Sun Life Global Real Estate Fund Additional Return Analysis

Aditya Birla Sun Life Global Real Estate Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 22/Nov/2007
Fund Category: FoF Overseas
Investment Objective: The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in Global mutual funds that invest in real estate securities . The Scheme may also invest a certain portion of its corpus in Money Market Instruments / liquid funds / money market mutual funds, in order to meet liquidity requirements from time to time. There can be no assurance that the investment objective of the Scheme will be realized.
Fund Description: An open ended fund-of-funds Scheme that predominantly invests in œING (L) Invest Global Real Estate Fund , a global real estate fund that hasflexibility to invest in real estate securities across the world. It aims to provide capital appreciation.
Fund Benchmark: 10/40 GPR 250 Global Net Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





More Mutual Fund Analysis Article

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

  1. Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
  2. Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
  3. Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.