Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth
Scheme code: INF084M01EB0
NAV value:
₹ 30.1676
NAV date: 18 March, 2026
TER: 0.61%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: FoF Overseas
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -30.76 | 65.04 | 8.10 | 7.90 | 11.06 |
| 3 year | -12.80 | 25.39 | 7.18 | 7.12 | 8.98 |
| 5 year | -3.07 | 18.48 | 9.87 | 8.06 | 8.53 |
| 7 year | -1.49 | 14.60 | 8.59 | 8.07 | 8.57 |
| 10 year | 3.19 | 13.40 | 5.98 | 7.06 | 7.96 |
| 12 year | 5.59 | 7.78 | 6.74 | 6.74 | 7.57 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,50,471 - Absolute Returns: ₹50,471 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,41,989 - Absolute Returns: ₹4,41,989 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹75,98,605 - Absolute Returns: ₹15,98,605 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,97,698 - Absolute Returns: ₹37,97,698 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,00,40,390 - Absolute Returns: ₹80,40,390 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,70,76,638 - Absolute Returns: ₹1,26,76,638 - CAGR: %Drawdown Metrics
Max Drawdown
-41.89 %
Drawdown Duration
18 months
Recovery Time
53 months
Avg Drawdown
-11.18 %
Calmar Ratio by Duration
1
Y
0.1886
3
Y
0.17
5
Y
0.1924
7
Y
0.1926
10
Y
0.1685
12
Y
0.1609
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 10.52 | 0.06 | 16.9 | -5.2 | 16.82 % | 3.37 % |
| 3 years | 9.02 | 0.18 | 36.3 | 16.8 | 16.23 % | 10.51 % |
| 5 years | 2.82 | 0.24 | 38.0 | 28.0 | 9.96 % | 9.17 % |
| 7 years | 5.77 | 0.17 | 31.8 | 19.6 | 12.97 % | 10.73 % |
| 10 years | 3.60 | 0.16 | 29.5 | 18.8 | 10.98 % | 11.99 % |
| 12 years | 2.02 | 0.16 | 29.5 | 18.8 | 9.07 % | 9.90 % |
| 15 years | 0.47 | 0.16 | 29.5 | 18.8 | 7.19 % | 7.84 % |