scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • Aditya Birla Sun Life Mutual Fund
      right-arrow
    • 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

    30.4998

    NAV (Sep 23)

    7.7%
    5 Year CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in international - sectoral / thematic mutual funds.

    However, Scripbox does not recommend investing in international - sectoral / thematic mutual funds.

    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 ->

    Track Record

    13 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    14 Cr. Negligible within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

    Invest in this fund
    You can invest in more appropriate funds with a Scripbox plan. Explore the plan below.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    30.4998

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    39%
    Last 3Y
    6.3%
    Last 5Y
    7.7%
    Last 10Y
    7.9%
    Since Inception
    9%
    6 Month CAGR
    3.2%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.75
    Launched (13y ago)
    Nov 07, 2008
    AUM in Crores
    13.845
    ISIN
    INF209K01207
    Lock-in
    No Lock-in
    Benchmark
    S&P Global Agribusiness Equity TR USD
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Milind Bafna

    Fund Manager

    calculator

    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.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Retirement , Kids Education
      Expert Investing Only, Retirement , Kids Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with International Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Franklin India Feeder Franklin U S Opportunities Fund (G)

    recommended-badge

    ₹ 3,918 cr

    4

    recommended-badge

    ₹ 604 cr

    4

    ₹ 37 cr

    5

    ₹ 37 cr

    5

    ₹ 37 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17.8%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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

    About 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 fund and has delivered an annualised return of 9% over a period of 12 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 Milind Bafna

    Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) NAV,AUM,Risk

    The Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) fund was launched on Nov 07, 2008. The NAV (Net Asset Value) of this International - Sectoral / Thematic International Equity fund as of 2021-09-23 is ₹30.50. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹13.845. The category risk of the Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) fund is Very High Risk. The fund charges 1.75 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 91.1% in this asset class. The top three holdings of the fund are , nutrien ltd , clearing corporation of india limited , bunge ltd , deere & co , archer-daniels midland co , brf sa adr , associated british foods plc , ingredion inc , cf industries holdings inc , tyson foods inc class a , icl group ltd , kubota corp , wilmar international ltd , the mosaic co , sociedad quimica y minera de chile sa adr , yara international asa , mowi asa , rallis india ltd , golden agri-resources ltd , nh foods ltd , net receivables / (payables)

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 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.

    Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P Global Agribusiness Equity TR USD

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

    Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan (G) has a score of 1 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator