Aditya Birla Sun Life International Equity Fund Plan B - Direct Plan

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• investments in equity and equity related securities in the domestic market (65 to 75%) and in international markets (25 to 35%)

Fund Info

Scheme Class	Equity
Scheme Category	Global - Other
Benchmark Type	S&P BSE 200
Expense Ratio	2.23%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 77
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential US Bluechip Equity Fund - Direct Plan	1000	1000	17.48%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct Plan	1000	1000	18.49%
Franklin Asian Equity Fund - Direct Plan	1000	1000	12.81%
DSP World Mining - Direct Plan	1000	1000	8.75%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	9
Housing Development Finance Corp Ltd	Equity	7
VST Industries Ltd	Equity	3
Reliance Industries Ltd	Equity	3
ICICI Bank Ltd	Equity	3
Orient Refractories Ltd	Equity	2
Kotak Mahindra Bank Ltd	Equity	2
Tata Consultancy Services Ltd	Equity	2
Repco Home Finance Ltd	Equity	2
Bharat Electronics Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Collateral	1
Cash	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	19
Specialty Finance	9
Building Materials	7
Drug Manufacturers - Major	6
Tobacco	4

Birla Sun Life Mutual Fund

AUM

₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

connect@birlasunlife.com

Phone

1800 22 7000

Address

One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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