MonitorDirect · Growth
Aditya Birla Sun Life Global Emerging Opportunities Fund
Aditya Birla Sun Life Mutual FundOther Scheme - FoF Overseas11.9 years
- NAV
- 33.945
- 15 Sept 2026
- 1Y
- +17.9%
- Trailing CAGR
- AUM
- ₹70.5 Cr
- 30 Jun 2026
- Volatility
- High
- 18.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+17.9%
- 3Y+18.9%
- 5Y+9.9%
- 10Y+11.3%
- SI+8.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+16.7%
- 3Y+18.0%
- 5Y+15.5%
- 10Y+13.2%
- Since inception
- +8.8%
- Calendar-day CAGR
- Excess 1Y
- -4.3%
- Category median, same plan and option
- 3Y win rate
- +33%
- Windows beating the median
- 3Y percentile
- 36
- Vs comparable share classes
- Worst rolling 3Y
- -2.6%
- 2150 daily-ending windows
- Median rolling 3Y
- +9.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1661 daily-ending windows
- SIP 3Y XIRR
- +18.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 24 days
- 101 recovered episodes
- Longest recovery
- 711 days
- Trough to prior peak
- Current spell
- 101 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
24 Nov 2014 – 1 Jan 2018
Trough 21 Jan 2016 · recovered in 711 days
-33.6%
20 Feb 2020 – 3 Jun 2020
Trough 24 Mar 2020 · recovered in 71 days
-25.9%
28 Dec 2021 – 2 Feb 2024
Trough 17 Oct 2022 · recovered in 473 days
-22.5%
10 Feb 2025 – 23 Jul 2025
Trough 7 Apr 2025 · recovered in 107 days
-19.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
36
Vs category
23
Consistency
37
Risk-adjusted
39
Drawdown
16
Mean
30
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Motilal Oswal Mutual Fund
- 1Y
- +28.1%
- 3Y
- n/a
- Vol
- 15.3%
- Max DD
- -14.3%
- Sharpe
- 1.21
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +8.5%
- 3Y
- +23.5%
- Vol
- 21.2%
- Max DD
- -27.1%
- Sharpe
- 0.60
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +22.9%
- 3Y
- +26.9%
- Vol
- 20.7%
- Max DD
- -27.6%
- Sharpe
- 0.79
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Europe Dynamic Equity Offshore Fund
Edelweiss Mutual Fund
- 1Y
- +23.5%
- 3Y
- +24.7%
- Vol
- 16.9%
- Max DD
- -35.7%
- Sharpe
- 0.56
- 3Y win
- +51%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Edelweiss US Value Equity Offshore Fund
Edelweiss Mutual Fund
- 1Y
- +29.0%
- 3Y
- +20.0%
- Vol
- 16.8%
- Max DD
- -34.8%
- Sharpe
- 0.58
- 3Y win
- +58%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown