Aditya Birla Sun Life International Equity Fund - Plan A

Review Date: 22-04-2025

Beginning of Analysis

The Aditya Birla Sun Life International Equity Fund - Plan A has shown a poor past performence in International Fund. The Aditya Birla Sun Life International Equity Fund - Plan A has a Jensen Alpha of 2.08% which is higher than the category average of 0.3%. Here the Aditya Birla Sun Life International Equity Fund - Plan A has shown good performance in terms of risk adjusted returns. The Aditya Birla Sun Life International Equity Fund - Plan A has a Sharpe Ratio of 0.03 which is lower than the category average of 0.06, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
International Mutual Funds

Aditya Birla Sun Life International Equity Fund - Plan A Return Analysis

The Aditya Birla Sun Life International Equity Fund - Plan A has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its International Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the International Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -4.49%, -0.66 and 1.1 in last one, three and six months respectively. In the same period the category average return was -6.46%, -7.76% and -6.8% respectively.
• Aditya Birla Sun Life International Equity Fund - Plan A has given a return of 14.15% in last one year. In the same period the Nifty 500 TRI return was 8.38%. The fund has given 5.77% more return than the benchmark return.
• The fund has given a return of 7.28% in last three years and rank 5th out of eight funds in the category. In the same period the Nifty 500 TRI return was 15.17%. The fund has given 7.89% less return than the benchmark return.
• Aditya Birla Sun Life International Equity Fund - Plan A has given a return of 11.97% in last five years and category average returns is 13.93% in same period. The fund ranked 4.0th out of seven funds in the category. In the same period the Nifty 500 TRI return was 25.24%. The fund has given 13.27% less return than the benchmark return.
• The fund has given a return of 8.29% in last ten years and ranked 2.0nd out of five funds in the category. In the same period the Nifty 500 TRI return was 13.53%. The fund has given 5.24% less return than the benchmark return.

Aditya Birla Sun Life International Equity Fund - Plan A Risk Analysis

• The fund has a standard deviation of 14.71 and semi deviation of 10.31. The category average standard deviation is 17.69 and semi deviation is 12.51.
• The fund has a Value at Risk (VaR) of -17.42 and a maximum drawdown of -13.47. The category average VaR is -25.66 and the maximum drawdown is -18.96. The fund has a beta of 0.34 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in International Fund Category

Good Performance in International Fund Category

Poor Performance in International Fund Category

Very Poor Performance in International Fund Category