Aditya Birla Sun Life Global Emerging Opportunities Fund
FoF Overseas · Aditya Birla Sun Life AMC Limited
Among the 156 funds in its category, most others have grown money faster than this one. ₹1 lakh invested 5 years ago would be about ₹1.6 lakh today. Investing ₹10,000 every month for the last 10 years would have put in ₹12.1 lakh and grown it to about ₹23.6 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹66,450. Expect meaningful ups and downs on the way.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Aditya Birla Sun Life Global Emerging Opportunities Fund is a FoF Overseas fund from Aditya Birla Sun Life AMC Limited. It has a track record of about 11.9 years. As of the latest data it carries an RS rating of 34/99 (its recent momentum versus category peers) and a King Score of 37/100 (a long-term quality composite). The current NAV is ₹33.95 (as of 2026-09-16).
Growth of ₹100 - last 5 years
Aditya Birla Sun Life Global Emerging Opportunities Fund returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | -5.64% | -2.26% |
| 3 months | -4.62% | -1.03% |
| 6 months | 12.81% | 11.75% |
| 1 year | 15.41% | 24.53% |
| 3 years (CAGR) | 18.4% | 23.16% |
| 5 years (CAGR) | 9.65% | 12.62% |
| 10 years (CAGR) | 11.49% | 12.72% |
The last 10 years return of Aditya Birla Sun Life Global Emerging Opportunities Fund works out to 11.49% a year (CAGR) - ₹1 lakh invested 10 years ago would be about ₹3 lakh today. The last 5 years return is 9.65% a year (₹1 lakh → ₹1.6 lakh), and the last 3 years return is 18.4% - behind its category's 23.16% average by 4.8 points. Its trailing one-year return is 15.41%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | Aditya Birla Sun Life | Benchmark |
|---|---|---|
| 2018 | -10.3% | -3.4% |
| 2019 | +21.9% | +7.7% |
| 2020 | +25.5% | +16.7% |
| 2021 | +25.4% | +30.2% |
| 2022 | -15.9% | +3.0% |
| 2023 | +15.6% | +25.8% |
| 2024 | +19.8% | +15.2% |
| 2025 | +13.2% | +6.7% |
| 2026 | +14.0% | -5.8% |
Aditya Birla Sun Life Global Emerging Opportunities Fund beat its benchmark in 5 of the last 9 calendar years. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
What a monthly SIP in Aditya Birla Sun Life Global Emerging Opportunities Fund would have made
A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.
| SIP duration | You invested | It became | XIRR |
|---|---|---|---|
| 3 years | ₹370,000 | ₹473,104 | 16.65% |
| 5 years | ₹610,000 | ₹877,391 | 14.52% |
| 10 years | ₹1,210,000 | ₹2,363,263 | 12.84% |
Over 10 years, ₹1,210,000 invested in monthly instalments would have grown to about ₹2,363,263 - an XIRR of 12.84%. Figures are pre-tax and assume you stayed invested throughout.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -33.55% | -29.92% |
| Worst drawdown (3Y) | -19.75% | -18.62% |
| Volatility (1Y) | 27.18% | 23.2% |
| Sharpe (3Y) | 0.6 | 0.77 |
| Sortino (3Y) | 1.12 | 1.47 |
| Beta (3Y) | 0.36 | 0.31 |
| Alpha (3Y) | 12.31% | 15.72% |
| Up capture | 65.8% | 63.19% |
| Down capture | 26.3% | 15.34% |
| Bull-market return | 19.7% | 22.11% |
| Bear-market return | -7.8% | -0.02% |
Timing matters more than people admit: the best possible 1-year stretch in Aditya Birla Sun Life Global Emerging Opportunities Fund (starting 2020-03-24) gained 65.0%, while the worst (starting 2015-01-21) lost 24.4%. The worst peak-to-bottom fall Aditya Birla Sun Life Global Emerging Opportunities Fund has ever put investors through is -33.55% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -7.8% annualised, versus 19.7% in rising markets. It has captured roughly 65.8% of its benchmark's up-moves and 26.3% of its down-moves.
How Aditya Birla Sun Life Global Emerging Opportunities Fund behaves when markets fall
When the market is falling (the Nifty below its 200-day average), Aditya Birla Sun Life Global Emerging Opportunities Fund has historically returned about -7.8% annualised, versus roughly 19.7% when the market is rising. Its deepest fall on record is -33.55%. Right now it sits about 8.59% below its all-time high (last hit 2026-06-04). The real question isn't the average year - it's whether you could hold on through the worst one.
How Aditya Birla Sun Life Global Emerging Opportunities Fund ranks in its category
Percentile versus its ~156 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
| Measure | Value |
|---|---|
| Median 3Y rolling CAGR | 9.66% |
| 3Y windows positive | 98.0% |
| Worst 3Y window | -1.66% |
| Median 5Y rolling CAGR | 11.25% |
| Median 10Y rolling CAGR | 10.46% |
Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, Aditya Birla Sun Life Global Emerging Opportunities Fund returned a median of 9.66% a year, and 98.0% of those windows were positive.
Who manages Aditya Birla Sun Life Global Emerging Opportunities Fund - and how good are they?
Aditya Birla Sun Life Global Emerging Opportunities Fund is managed by Dhaval Joshi. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Dhaval Joshi's full record
Dhaval Joshi currently runs 11 funds, across Flexi Cap Fund, FoF Domestic, FoF Overseas, Fund of Funds investing overseas and more, with about ₹34,148 Cr under management. The book's average King Score is 60.1/100. Their strongest fund by King Score is Aditya Birla Sun Life US Equity Passive FOF (87/100); Aditya Birla Sun Life Global Emerging Opportunities Fund ranks #11 of 11 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life US Equity Passive FOF | 64 | 87 | -3.7% | 21.2% | 30.7% | 29.8% | n/a | n/a | 1.14 | 28.1% | -28.9% |
| 2 | Aditya Birla Sun Life Manufacturing Equity Fund | 90 | 71 | 6.9% | 19.3% | 19.7% | 20.0% | 14.5% | 13.9% | 0.81 | 15.2% | -39.2% |
| 3 | Aditya Birla Sun Life International Equity Fund | 72 | 70 | -1.1% | 11.9% | 16.9% | 20.7% | 12.3% | 13.8% | 1.01 | 9.8% | -73.9% |
| 4 | Aditya Birla Sun Life Flexi Cap Fund | 74 | 67 | 2.4% | 8.9% | 6.4% | 13.4% | 11.0% | 13.8% | 0.5 | 17.0% | -38.6% |
| 5 | Aditya Birla Sun Life Multi-Asset Passive FOF | 66 | 65 | 0.9% | 4.3% | 9.1% | 14.8% | n/a | n/a | 0.73 | 18.3% | -13.2% |
| 6 | Aditya Birla Sun Life Conservative Hybrid Active FOF | 40 | 62 | 1.0% | 3.4% | 4.2% | 9.1% | 8.6% | 8.9% | 0.5 | 10.1% | -11.5% |
| 7 | Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF | 61 | 56 | 1.3% | 6.1% | 3.9% | 12.0% | 11.2% | 12.4% | 0.49 | 14.3% | -22.1% |
| 8 | Aditya Birla Sun Life Aggressive Hybrid Omni FOF | 41 | 54 | 0.9% | 5.9% | 2.1% | 10.1% | 9.6% | 10.4% | 0.37 | 12.1% | -17.3% |
| 9 | Aditya Birla Sun Life Small Cap Fund | 70 | 47 | 6.3% | 23.0% | 16.4% | 14.5% | 13.5% | 13.5% | 0.45 | 19.4% | -57.4% |
| 10 | Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Retail | 50 | 45 | -0.3% | 13.1% | 19.9% | 21.4% | 13.1% | 9.6% | 0.88 | 6.7% | -39.1% |
| 11 | Aditya Birla Sun Life Global Emerging Opportunities Fund (this page) | 34 | 37 | -4.6% | 12.8% | 15.4% | 18.4% | 9.7% | 11.5% | 0.6 | 9.7% | -33.5% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 1.39% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹100 |
| Fund size (AUM) | ₹306 Cr |
| Age | 11.9 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How Aditya Birla Sun Life Global Emerging Opportunities Fund compares to peers
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Aditya Birla Sun Life Global Emerging Opportunities Fund review: the bottom line
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Frequently asked questions
Is Aditya Birla Sun Life Global Emerging Opportunities Fund a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Aditya Birla Sun Life Global Emerging Opportunities Fund scores 37/100 on our King Score and RS 34/99 within its category, has compounded 18.4% a year over three years, and its worst drawdown was -33.55%. Compare those against your needs and the peer table above.
What is the NAV of Aditya Birla Sun Life Global Emerging Opportunities Fund today?
The latest NAV is ₹33.95 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the last 10 years return of Aditya Birla Sun Life Global Emerging Opportunities Fund?
Over the last 10 years Aditya Birla Sun Life Global Emerging Opportunities Fund has returned about 11.49% a year (CAGR). In rupees: ₹1 lakh invested 10 years ago would be roughly ₹3 lakh today, before tax. See the year-by-year table above for how uneven the ride was.
What is the expense ratio of Aditya Birla Sun Life Global Emerging Opportunities Fund?
The Direct-plan expense ratio is 1.39% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Aditya Birla Sun Life Global Emerging Opportunities Fund?
Aditya Birla Sun Life Global Emerging Opportunities Fund is managed by Dhaval Joshi.
Is Aditya Birla Sun Life Global Emerging Opportunities Fund safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -33.55% - ₹1 lakh briefly becoming about ₹66,450. As a international fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Aditya Birla Sun Life Global Emerging Opportunities Fund good for SIP?
We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 10 years grew ₹12.1 lakh into about ₹23.6 lakh (XIRR 12.84%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.
What are the SIP returns of Aditya Birla Sun Life Global Emerging Opportunities Fund?
A ₹10,000/month SIP over 10 years would have grown to about ₹2,363,263 (an XIRR of 12.84%) on ₹1,210,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.
How does Aditya Birla Sun Life Global Emerging Opportunities Fund rank among similar funds?
On 3-year returns it sits around the 34th percentile of its category, and its consistency ranks 39th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.
Is Aditya Birla Sun Life Global Emerging Opportunities Fund tax-efficient / what about capital gains?
As a international fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Aditya Birla Sun Life Global Emerging Opportunities Fund live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.