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: 10.66%.

Aditya Birla Sun Life

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

Latest NAV

₹35.3008

As of

16 Jul 2026

2,840 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	-2.27%	-1.18%	-1.10	40 / 54	Q3
1W	-1.69%	-1.17%	-0.52	32 / 54	Q3
2W	-1.15%	-1.37%	+0.22	31 / 54	Q3
1M	-2.11%	-1.71%	-0.40	34 / 54	Q3
3M	+7.73%	+4.66%	+3.07	18 / 54	Q2
6M	+15.48%	+11.10%	+4.38	16 / 53	Q2
YTD	+18.55%	+14.48%	+4.07	17 / 53	Q2
1Y	+25.31%	+33.38%	-8.07	37 / 53	Q3
2Y	+16.27%	+22.93%	-6.66	41 / 53	Q4
3Y	+18.69%	+21.26%	-2.56	33 / 48	Q3
4Y	+16.85%	+21.08%	-4.22	34 / 46	Q3
5Y	+10.66%	+12.19%	-1.52	24 / 34	Q3
7Y	+15.38%	+14.39%	+0.99	10 / 22	Q2
10Y	+11.46%	+12.42%	-0.96	12 / 17	Q3
Inception	+9.08%	+13.67%	-4.59	39 / 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	+18.55%	+14.91%	+3.64	17 / 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

+10.50%

132 windows

min -22.7% · max 54.5%

74% positive

3-Year rolling

+10.08%

107 windows

min -2.4% · max 23.1%

98% positive

5-Year rolling

+10.49%

83 windows

min -0.5% · max 18.5%

99% positive

7-Year rolling

+10.29%

59 windows

min 6.5% · max 16.2%

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

14.13%

3-year · annualised

Sharpe ratio

0.83

vs risk-free 6.5%

Sortino ratio

1.64

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	₹22.0100	16 Jul 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - Growth	ICICI Prudential	₹36.3600	17 Jul 2026
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Direct Plan - Growth	Invesco	₹25.8081	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - GROWTH	Bandhan	₹13.4869	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Direct-Growth	Aditya Birla Sun Life	₹22.5788	17 Jul 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Plan Growth	Motilal Oswal	₹18.4346	17 Jul 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Direct Plan - Growth	Mirae Asset	₹16.1530	17 Jul 2026
Kotak Global Emerging Market overseas Equity Omni FOF - Growth - Direct	Kotak	₹41.3310	17 Jul 2026
Edelweiss ASEAN Equity Off-shore Fund - Direct Plan - Growth Option	Edelweiss	₹42.2590	17 Jul 2026
DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth	DSP	₹30.5880	17 Jul 2026

Recent NAVs

Date	NAV
16 Jul 2026	₹35.3008
15 Jul 2026	₹36.1214
14 Jul 2026	₹35.9996
13 Jul 2026	₹35.2135
10 Jul 2026	₹35.8596
9 Jul 2026	₹35.9091
8 Jul 2026	₹35.4184
7 Jul 2026	₹35.2686
6 Jul 2026	₹36.2860
3 Jul 2026	₹35.6488

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 16 Jul 2026, the NAV of Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option is ₹35.3008. 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 9 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 25.31% — -8.07 pp behind the Fund of Funds - Overseas category average of 33.38%. The fund ranks #37 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 18.69% — -2.56 pp behind the Fund of Funds - Overseas category average of 21.26%. The fund ranks #33 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 10.66% — -1.52 pp behind the Fund of Funds - Overseas category average of 12.19%. The fund ranks #24 of 34 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 ₹295,992 today — a multiplier of 2.96×, based on the 10-year CAGR of 11.46%. The category average over the same window would have grown ₹1 lakh to ₹322,499.

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 ₹910,988 today. That's an XIRR (money-weighted annualised return) of 16.72%.

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 ₹2,464,517 (multiplier 2.05×). XIRR: 13.78%. 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 #24 out of 34 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 12.19%; this fund delivered 10.66%.

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 10.49% (best 18.48%, worst -0.46%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.30 — 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: 10.66%.

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