Should I invest in Aditya Birla Sun Life Global Emerging Opportunities Fund?

We don't give personal investment advice. Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.5%. 5-year CAGR: 13.18%.

Aditya Birla Sun Life

Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option

Latest NAV

₹37.2536

As of

2 Jun 2026

2,811 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	+0.76%	-0.76	40 / 54	Q3
1W	+1.82%	+1.08%	+0.74	19 / 54	Q2
2W	+5.70%	+3.45%	+2.25	14 / 54	Q2
1M	+7.66%	+4.86%	+2.80	17 / 54	Q2
3M	+20.97%	+13.53%	+7.43	15 / 53	Q2
6M	+24.97%	+20.98%	+3.98	18 / 53	Q2
YTD	+25.11%	+19.36%	+5.75	18 / 53	Q2
1Y	+36.23%	+47.49%	-11.26	32 / 53	Q3
2Y	+23.40%	+28.79%	-5.40	34 / 53	Q3
3Y	+23.35%	+25.27%	-1.93	32 / 48	Q3
4Y	+16.67%	+20.39%	-3.72	32 / 44	Q3
5Y	+13.18%	+13.36%	-0.17	19 / 32	Q3
7Y	+17.37%	+16.26%	+1.11	8 / 22	Q2
10Y	+12.93%	+13.63%	-0.70	11 / 17	Q3
Inception	+9.68%	+14.71%	-5.02	38 / 53	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+25.11%	+19.97%	+5.13	18 / 51
2025	+13.19%	+31.15%	-17.96	45 / 51
2024	+21.02%	+14.98%	+6.04	21 / 50
2023	+15.51%	+24.15%	-8.64	29 / 45
2022	-15.88%	-13.20%	-2.68	22 / 36
2021	+25.23%	+10.92%	+14.31	5 / 26
2020	+25.73%	+18.52%	+7.21	8 / 24
2019	+22.20%	+26.40%	-4.20	19 / 24
2018	-10.63%	-5.89%	-4.74	17 / 24
2017	+5.91%	+15.34%	-9.44	19 / 24
2016	+26.62%	+19.81%	+6.81	5 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.48%

130 windows

min -21.3% · max 51.2%

72% positive

3-Year rolling

+9.88%

106 windows

min -1.2% · max 24.7%

99% positive

5-Year rolling

+10.39%

82 windows

min 0.5% · max 15.1%

100% positive

7-Year rolling

+10.16%

57 windows

min 6.0% · max 17.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.83%

3-year · annualised

Sharpe ratio

1.06

vs risk-free 6.5%

Sortino ratio

2.20

Downside-only deviation

Max drawdown

-19.75%

Feb 2025 → Apr 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
HDFC Developed World Overseas Equity Passive FOF - Direct Plan - Growth Option	HDFC	₹21.6210	2 Jun 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - Growth	ICICI Prudential	₹34.3100	2 Jun 2026
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Direct Plan - Growth	Invesco	₹27.3230	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - GROWTH	Bandhan	₹13.2706	2 Jun 2026
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail Plan - Direct Plan - Growth Option	Aditya Birla Sun Life	₹46.8949	2 Jun 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Plan Growth	Motilal Oswal	₹18.4536	2 Jun 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Direct Plan - Growth	Mirae Asset	₹20.0150	2 Jun 2026
Kotak Global Emerging Market overseas Equity Omni FOF - Growth - Direct	Kotak	₹46.1010	2 Jun 2026
Edelweiss ASEAN Equity Off-shore Fund - Direct Plan - Growth Option	Edelweiss	₹40.7810	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth	DSP	₹32.8984	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹37.2536
29 May 2026	₹36.6263
27 May 2026	₹36.5108
26 May 2026	₹36.5880
22 May 2026	₹36.0006
21 May 2026	₹35.9760
20 May 2026	₹35.9514
19 May 2026	₹35.2448
18 May 2026	₹35.6291
15 May 2026	₹35.8129

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option is ₹37.2536. It's a Fund of Funds - Overseas from Aditya Birla Sun Life, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option has NAV history starting from 13 Oct 2014, a track record of about 11 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option has delivered a absolute return of 36.23% — -11.26 pp behind the Fund of Funds - Overseas category average of 47.49%. The fund ranks #32 of 53 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option has delivered a CAGR of 23.35% — -1.93 pp behind the Fund of Funds - Overseas category average of 25.27%. The fund ranks #32 of 48 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option has delivered a CAGR of 13.18% — -0.17 pp behind the Fund of Funds - Overseas category average of 13.36%. The fund ranks #19 of 32 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option exactly 10 years ago would be worth approximately ₹337,375 today — a multiplier of 3.37×, based on the 10-year CAGR of 12.93%. The category average over the same window would have grown ₹1 lakh to ₹358,912.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹975,826 today. That's an XIRR (money-weighted annualised return) of 19.52%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,648,205 (multiplier 2.21×). XIRR: 15.12%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option ranks #19 out of 32 funds in the Fund of Funds - Overseas category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.36%; this fund delivered 13.18%.

The worst peak-to-trough decline Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option has experienced over the last 5-year window is 22.53% — its NAV fell from a high on 28 Dec 2021 to a low on 17 Oct 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option averaged 10.39% (best 15.10%, worst 0.48%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option returned 13.19% — lagging the Fund of Funds - Overseas category average of 31.15% by 17.96 pp. It ranked #45 of 51 in its category that year.

Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.5%. 5-year CAGR: 13.18%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.