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 - Regular 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: 22.8%. 5-year CAGR: 12.59%.

Aditya Birla Sun Life

Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

Latest NAV

₹35.4219

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%	+0.77%	-0.77	29 / 38	Q4
1W	+1.81%	+0.98%	+0.83	13 / 38	Q2
2W	+5.68%	+3.41%	+2.26	9 / 38	Q1
1M	+7.61%	+5.22%	+2.39	14 / 38	Q2
3M	+20.80%	+14.90%	+5.90	13 / 37	Q2
6M	+24.63%	+20.12%	+4.51	12 / 37	Q2
YTD	+24.82%	+18.85%	+5.97	12 / 37	Q2
1Y	+35.50%	+45.21%	-9.71	22 / 37	Q3
2Y	+22.74%	+27.42%	-4.69	25 / 37	Q3
3Y	+22.66%	+24.95%	-2.29	23 / 32	Q3
4Y	+16.06%	+19.94%	-3.88	20 / 28	Q3
5Y	+12.59%	+13.09%	-0.50	12 / 18	Q3
7Y	+16.78%	+16.45%	+0.33	4 / 10	Q2
10Y	+12.48%	+15.00%	-2.52	4 / 5	Q4
Inception	+9.28%	+15.06%	-5.78	27 / 38	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	+24.82%	+18.85%	+5.97	12 / 37
2025	+12.58%	+26.49%	-13.90	34 / 37
2024	+20.33%	+15.54%	+4.80	16 / 36
2023	+14.93%	+25.25%	-10.32	22 / 31
2022	-16.28%	-13.88%	-2.41	13 / 23
2021	+24.60%	+12.49%	+12.11	2 / 14
2020	+25.15%	+18.75%	+6.40	3 / 10
2019	+21.64%	+25.53%	-3.88	7 / 10
2018	-10.84%	-8.99%	-1.85	7 / 10
2017	+5.96%	+18.35%	-12.39	9 / 10
2016	+26.48%	+17.67%	+8.82	2 / 5

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

+10.06%

130 windows

min -21.4% · max 50.5%

72% positive

3-Year rolling

+9.46%

106 windows

min -1.3% · max 24.1%

99% positive

5-Year rolling

+9.96%

82 windows

min 0.3% · max 14.5%

100% positive

7-Year rolling

+9.73%

57 windows

min 5.7% · max 16.8%

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

1.02

vs risk-free 6.5%

Sortino ratio

2.10

Downside-only deviation

Max drawdown

-19.82%

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
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Regular Plan - Growth	Invesco	₹27.0567	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - REGULAR PLAN - GROWTH	Bandhan	₹13.2455	2 Jun 2026
Aditya Birla Sun Life US Equity Passive FOF-Regular Growth	Aditya Birla Sun Life	₹23.5272	2 Jun 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth	Motilal Oswal	₹18.2018	2 Jun 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Regular Plan - Growth	Mirae Asset	₹19.7140	2 Jun 2026
Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan-Growth	Kotak	₹14.9737	2 Jun 2026
Edelweiss ASEAN Equity Off-shore Fund - Regular Plan - Growth Option	Edelweiss	₹36.3020	2 Jun 2026
DSP Global Innovation Overseas Equity Omni FoF - Regular - Growth	DSP	₹22.2995	2 Jun 2026
PGIM India Global Select Real Estate Securities Fund of Fund - Regular Plan - Growth Option	PGIM India	₹13.0200	2 Jun 2026
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option	Axis	₹24.3103	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹35.4219
29 May 2026	₹34.8275
27 May 2026	₹34.7187
26 May 2026	₹34.7927
22 May 2026	₹34.2362
21 May 2026	₹34.2133
20 May 2026	₹34.1904
19 May 2026	₹33.5189
18 May 2026	₹33.8850
15 May 2026	₹34.0613

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 - Regular Plan - Growth Option is ₹35.4219. It's a Fund of Funds - Overseas from Aditya Birla Sun Life, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of 35.50% — -9.71 pp behind the Fund of Funds - Overseas category average of 45.21%. The fund ranks #22 of 37 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option has delivered a CAGR of 22.66% — -2.29 pp behind the Fund of Funds - Overseas category average of 24.95%. The fund ranks #23 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option has delivered a CAGR of 12.59% — -0.5 pp behind the Fund of Funds - Overseas category average of 13.09%. The fund ranks #12 of 18 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹324,147 today — a multiplier of 3.24×, based on the 10-year CAGR of 12.48%. The category average over the same window would have grown ₹1 lakh to ₹404,499.

A ₹10,000 monthly SIP in Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹961,641 today. That's an XIRR (money-weighted annualised return) of 18.92%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,574,162 (multiplier 2.15×). XIRR: 14.59%. 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 - Regular Plan - Growth Option ranks #12 out of 18 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 13.09%; this fund delivered 12.59%.

The worst peak-to-trough decline Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 22.84% — 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 - Regular Plan - Growth Option averaged 9.96% (best 14.53%, worst 0.30%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option returned 12.58% — lagging the Fund of Funds - Overseas category average of 26.49% by 13.90 pp. It ranked #34 of 37 in its category that year.

Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular 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 - Regular 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: 22.8%. 5-year CAGR: 12.59%.

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