Aditya Birla SL International Equity Plan A
The plan would exclusively invest in international stocks. The aim of the plan is to create a portfolio that is diversified geographically, to take benefit of low correlation between various countries, and to create a portfolio of high quality - high grow.
Growthvine rating: 3/5 — ranked #26 of 62 in category.
Fund basics
| Category | Equity: Global |
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| NAV | ₹51.61 (as of 2026-10-22) |
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| AUM | ₹352 Cr |
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| Expense ratio | 2.08% |
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| Riskometer | Very High |
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| Fund manager | Dhaval Joshi |
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| Exit load | 1% for redemption within 30 days |
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Performance & risk
| 5-year annualised return | 12.58% |
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| Sharpe ratio | 1.18 |
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| Standard deviation | 12.75% |
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| Max drawdown | −40.18% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 0.0% |
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| Mid cap | 0.0% |
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| Small cap | 100.0% |
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Concentration
| Top 5 holdings | 17.6% |
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| Top 10 holdings | 29.2% |
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| Total holdings | 74 |
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Top holdings
- TREPS — 6.2%
- NVIDIA CORP — 4.8%
- Alphabet Inc — 4.3%
- Microsoft Corp — 2.9%
- Apple Inc — 2.9%
- Amazon com — 2.6%
- Seagate Technology Holdings PLC — 2.5%
- Taiwan Semiconductor Manufacturin Co Ltd — 2.5%
- Facebook Inc — 2.4%
- Advanced Micro Devices Inc — 2.3%
Top sectors
- Global Equity — 93.5%
- Cash — 6.5%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 10.5% | Q3 | #40 of 60 |
| 2025 | 34.7% | Q2 | #19 of 60 |
| 2024 | 7.4% | Q3 | #45 of 61 |
| 2023 | 8.6% | Q4 (Bottom) | #47 of 60 |
| 2022 | −2.1% | Q1 (Top) | #8 of 51 |