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

Fund of FundsOther Rank 62 of 141

NAV · Direct-Growth

₹47.40+0.17+0.36%

As of 1 Oct 2026 · AMFI

NAV growth+20.3%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Steady

positive in 9 of 12 years

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

1Y return

+19.5%

+4.7 vs cat

3Y CAGR

+23.6%

+1.2 vs cat

5Y CAGR

+14.6%

+0.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

13.1%

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 14.6% 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)

₹47.3982

Last 1Y

+20.30%

Oct 25Min ₹38.43 · Max ₹48.12 · 227 ptsOct 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	-0.40%	-1.92%	65/ 239
1M	+1.76%	-2.65%	21/ 237
3M	+1.08%	-1.11%	39/ 227
6M	+16.43%	+7.30%	36/ 226
YTD	+17.36%	+6.74%	38/ 203
1Y	+19.50%	+14.82%	77/ 194
2Y	+17.97%	+18.98%	76/ 155
3Y	+23.56%	+22.31%	62/ 141
5Y	+14.61%	+13.75%	34/ 100
7Y	+12.14%	+14.59%	51/ 70
10Y	+10.02%	+11.81%	45/ 65

Available plans & options

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