• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (Growth)

Formerly Birla Sun Life Cmdty Eq Glbl Agri Ret Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (Growth)

International EquityInternational - Sectoral / Thematic

38.011

NAV (Dec 02)

10.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in international - sectoral / thematic mutual funds.

International - sectoral / thematic funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.

Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.

In addition the investor will need to have the ability, inclination and expertise to monitor the prospects closely.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Invest in this fund

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

38.011

NAV (Dec 2)

Fund Returns

Last 1Y

21.3%

Last 3Y

16.9%

Last 5Y

10.9%

Last 10Y

8.4%

Since Inception

10.1%

6 Month CAGR

-3.8%

Scheme Information

Investment Objective

The objective of the Scheme is to offer long term growth of capital,by investing in (1) stocks of Agri commodity companies,i.e.,companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas.

Expense Ratio

1.74

Launched (14y ago)

Nov 07, 2008

AUM in Crores

16.940

ISIN

INF209K01207

Lock-in

No Lock-in

Benchmark

S&P Global Agribusiness Equity TR USD

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

23.6

Standard Deviation (5yr)

20.4

Beta (3yr)

1.03

Beta (5yr)

1

Sharpe Ratio (3yr)

0.597

Sharpe Ratio (5yr)

0.362

YTM

0

Fund Managers

Vinod Bhat

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

archer-daniels midland co

9.9%
9.9%

cf industries holdings inc

9%
9%

nutrien ltd

8.4%
8.4%

bunge ltd

8.3%
8.3%

the mosaic co

7.4%
7.4%
See all holdings

Allocation by Sector

basic materials

44.7%
44.7%

consumer defensive

41.3%
41.3%

industrials

9.9%
9.9%
See all sectors

Compare Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (Growth)

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 2,939 cr

₹ 2,370 cr

₹ 2,939 cr

₹ 2,939 cr

₹ 2,370 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) Review

    Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of 10.1% over a period of 14 years. The fund was previously known as Birla Sun Life Cmdty Eq Glbl Agri Ret Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Vinod Bhat.

    Nav of Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) as of 12/2/2022 is ₹38.01 with the total AUM as of 12/3/2022 is ₹16.94. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) was launched on Nov 07, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G)?

    Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) is a International - Sectoral / Thematic International Equity scheme predominantly investing across International Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G)?

    You can invest in Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G)?

    The minimum sip amount for Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) is ₹0. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) is a Neutral fund. You can investAditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G)?

    The expense ratio of the Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) is 1.74% for regular plan.