Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct Plan - GROWTH

Mutual Fund · Other Scheme - FoF Overseas · As of 18 Oct 2026, 6:52 pm

Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.

DalalBaazaar Score

74/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Worst peak-to-trough fall was 33.6%. That is the loss you would have had to hold through without selling.
✓ Captured only 10% of the index's down months
• Capture profile: 51% of index gains, 10% of index falls

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹33.85

As of

15 Oct 2026

Fund History Available

12.0 yrs

1Y Return (CAGR)

14.6%

Strong

3Y Return (CAGR)

19.7%

5Y Return (CAGR)

9.3%

Annualized Volatility

18.5%

Moderate

Sharpe Ratio (est.)

0.80

Moderate

Max Drawdown

-33.6%

Severe historical drop

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹9,80,292

Estimated Gain

₹3,80,292

Risk Flags

This fund has seen a peak-to-trough drawdown of -33.6% in its available history — make sure you can stomach that kind of swing.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.