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Aditya Birla Sun Life International Equity Fund - Growth - Regular Plan is an equity scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 7.36%, with the bottom and top quartiles at 4.89% and 14.84% respectively. It has ranked in the top half of its category for 2 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.44% on assets of ₹320Cr. The fund is currently managed by Mr. Dhaval Joshi, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Nvidia Corporation | Others | 5.85% |
| Alphabet Inc | Others | 5.24% |
| Apple Inc | Others | 4.66% |
| Broadcom Inc | Others | 2.97% |
| Taiwan Semiconductor Sp ADR | Others | 2.35% |
| Equitable Holdings Inc | Others | 2.06% |
| Visa Inc | Others | 2.05% |
| Western Alliance Bancorp | Others | 2.03% |
| Shell PLC | Others | 1.96% |
| UCB SA | Others | 1.93% |
| Pinnacle Financial Partners Inc | Others | 1.82% |
| Walmart Stores | Others | 1.80% |
| SoftBank Group Corp | Others | 1.80% |
| Philip Morris International Ord | Others | 1.76% |
| Microsoft Corp | Others | 1.69% |
| Adyen NV | Others | 1.66% |
| Coca Cola Co. | Others | 1.61% |
| Seagate Technology Holdings PLC | Others | 1.60% |
| Verizon Communications Inc | Others | 1.55% |
| Waste Management Inc | Others | 1.52% |
| Prudential PLC | Others | 1.47% |
| Celestica Inc | Others | 1.45% |
| Suncor Energy Inc | Others | 1.41% |
| AT&T Inc. | Others | 1.41% |
| Iberdrola SA | Others | 1.40% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -14.47% | 3.73% | 11.20% | 23.65% | 40.86% | 83.7% |
| 3Y | 1.37% | 4.89% | 7.36% | 14.84% | 21.11% | 100.0% |
| 5Y | 9.56% | 11.40% | 11.82% | 12.16% | 14.04% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 31.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.