Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan

Fund of FundsOther Rank 60 of 139

NAV · Direct-Growth

₹47.86+0.10+0.21%

As of 17 Aug 2026 · AMFI

NAV growth+28.1%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Fund of Funds category on 3Y but trails on 1Y & 5Y.

1Y return

+28.1%

-0.2 vs cat

3Y CAGR

+23.2%

+0.3 vs cat

5Y CAGR

+13.9%

-0.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

13.8%

3Y std dev

Go deeper on Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan is a Fund of Funds scheme from Aditya Birla Sun Life. Long-run track record: about 13.9% CAGR over 5 years. Worst historical drawdown: -39% in Mar 2020, recovered in 13 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF084M01EH7

NAV (Direct-Growth)

₹47.8587

Last 1Y

+28.07%

Aug 25Min ₹37.02 · Max ₹48.12 · 227 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-39.1%

Peak ₹22.71 on 24 Feb 2020 → trough ₹13.84 on 24 Mar 2020 (1 months down).

Recovered in 13 months· 19 Apr 2021

Jun 2022

-28.9%

Peak ₹26.85 on 16 Dec 2021 → trough ₹19.08 on 20 Jun 2022 (6 months down).

Recovered in 17 months· 16 Nov 2023

Apr 2025

-18.8%

Peak ₹36.68 on 6 Feb 2025 → trough ₹29.80 on 8 Apr 2025 (2 months down).

Recovered in 3 months· 21 Jul 2025

Feb 2018

-17.2%

Peak ₹19.96 on 29 Jul 2016 → trough ₹16.52 on 9 Feb 2018 (19 months down).

Recovered in 12 months· 31 Jan 2019

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.09%	+0.15%	99/ 230
1M	+3.08%	+3.76%	114/ 229
3M	+4.34%	+1.15%	64/ 227
6M	+14.60%	+5.87%	33/ 212
YTD	+18.50%	+9.86%	40/ 203
1Y	+28.07%	+28.24%	76/ 185
2Y	+19.23%	+23.67%	79/ 155
3Y	+23.16%	+22.83%	60/ 139
5Y	+13.93%	+14.24%	38/ 96
7Y	+12.79%	+15.31%	52/ 70
10Y	+9.48%	+12.16%	48/ 65

Available plans & options

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