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: 10.09%.

Aditya Birla Sun Life

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

Latest NAV

₹33.5429

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%	-1.33%	-0.94	27 / 38	Q3
1W	-1.70%	-1.27%	-0.43	22 / 38	Q3
2W	-1.17%	-1.46%	+0.29	22 / 38	Q3
1M	-2.15%	-1.32%	-0.84	25 / 38	Q3
3M	+7.58%	+5.42%	+2.17	15 / 38	Q2
6M	+15.16%	+11.27%	+3.89	11 / 37	Q2
YTD	+18.20%	+14.45%	+3.75	12 / 37	Q2
1Y	+24.62%	+31.09%	-6.47	25 / 37	Q3
2Y	+15.64%	+21.91%	-6.27	29 / 37	Q4
3Y	+18.03%	+20.89%	-2.87	24 / 32	Q3
4Y	+16.24%	+20.68%	-4.45	22 / 30	Q3
5Y	+10.09%	+12.02%	-1.94	14 / 20	Q3
7Y	+14.80%	+14.94%	-0.15	6 / 10	Q3
10Y	+11.01%	+14.14%	-3.13	5 / 5	Q4
Inception	+8.67%	+13.90%	-5.22	30 / 38	Q4

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	+18.20%	+14.45%	+3.75	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

+10.09%

132 windows

min -22.8% · max 53.8%

73% positive

3-Year rolling

+9.66%

107 windows

min -2.6% · max 22.5%

98% positive

5-Year rolling

+10.06%

83 windows

min -0.7% · max 17.9%

98% positive

7-Year rolling

+9.85%

59 windows

min 6.2% · max 15.6%

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

14.12%

3-year · annualised

Sharpe ratio

0.79

vs risk-free 6.5%

Sortino ratio

1.54

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	₹25.5496	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - REGULAR PLAN - GROWTH	Bandhan	₹13.4604	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Regular Growth	Aditya Birla Sun Life	₹22.1759	17 Jul 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth	Motilal Oswal	₹18.1713	17 Jul 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Regular Plan - Growth	Mirae Asset	₹15.9060	17 Jul 2026
Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Growth	Kotak	₹11.9830	17 Jul 2026
Edelweiss ASEAN Equity Off-shore Fund - Regular Plan - Growth Option	Edelweiss	₹37.5860	17 Jul 2026
DSP World Mining Overseas Equity Omni FoF - Regular Plan - Growth	DSP	₹29.0966	17 Jul 2026
PGIM India Global Select Real Estate Securities Fund of Fund - Regular Plan - Growth Option	PGIM India	₹13.9200	17 Jul 2026
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option	Axis	₹24.4015	17 Jul 2026

Recent NAVs

Date	NAV
16 Jul 2026	₹33.5429
15 Jul 2026	₹34.3232
14 Jul 2026	₹34.2079
13 Jul 2026	₹33.4615
10 Jul 2026	₹34.0770
9 Jul 2026	₹34.1245
8 Jul 2026	₹33.6587
7 Jul 2026	₹33.5168
6 Jul 2026	₹34.4842
3 Jul 2026	₹33.8802

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 - Regular Plan - Growth Option is ₹33.5429. 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 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 - 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 24.62% — -6.47 pp behind the Fund of Funds - Overseas category average of 31.09%. The fund ranks #25 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 18.03% — -2.87 pp behind the Fund of Funds - Overseas category average of 20.89%. The fund ranks #24 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 10.09% — -1.94 pp behind the Fund of Funds - Overseas category average of 12.02%. The fund ranks #14 of 20 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 ₹284,239 today — a multiplier of 2.84×, based on the 10-year CAGR of 11.01%. The category average over the same window would have grown ₹1 lakh to ₹375,205.

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 ₹897,613 today. That's an XIRR (money-weighted annualised return) of 16.11%.

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 ₹2,394,906 (multiplier 2.00×). XIRR: 13.25%. 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 #14 out of 20 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 12.02%; this fund delivered 10.09%.

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 10.06% (best 17.88%, worst -0.66%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.27 — 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: 10.09%.

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