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Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla Sun Life International Equity

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Name of the Fund: Birla Sun Life International EquityPlan A (G)

Crisil Rank: NA

Category: Equity – International

Expense Ratio: 3.22%

Risk Level: Medium

Benchmark: S&P Global 1200

Objective:  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 international markets.

Returns (Annualized)

1-Year3-Year5-Year
25.46%17.14%17.69%

Our Review

Birla sun life international equity fund has made its inception in the year 2007. Since launch, it has delivered annualized returns of 7%. Top holdings of the fund include Clearing Corporation of India ltd, Northrop Grumman, Exxon mobile, Chubb corp and McKesson corp.

The fund invests in companies outside India which have least correlation with Indian conditions. This way the fund offers global diversification. The past 5 year returns of the fund have been extra-ordinary. Most of the fund’s portfolio has been in equities but the fund also has a provision to invest a part into fixed income securities.

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