Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Growth-2.11%

1Groww
-0.35%
1 Year Return
Equity
Sectoral/Thematic
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.65%
NAV23.2 (16 Aug 2019)
Fund Started07 Nov 2008
Fund Size6 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Growth
-0.3%
3.2%
2.9%
8.1%
Category Average
7.6%
12.0%
NA
-
Rank within category
10
18
13
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -0.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Nutrien Ltd.ChemicalsForgn. Eq9.6%
    Tyson FoodsFMCGForgn. Eq8.7%
    CF Industries Holdings Inc (US)FMCGForgn. Eq8.6%
    Bunge Ltd. (US)FMCGForgn. Eq8.0%
    Archer Daniels Midland Co. Ltd. (Chicago)FMCGForgn. Eq7.7%
    Associated British Foods Ltd.FMCGForgn. Eq7.6%
    BRF Brasil Foods SAFMCGForgn. Eq6.0%
    Kubota Corp (Foreign)EngineeringForgn. Eq5.9%
    Deere & Company Ltd. (USA)EngineeringForgn. Eq5.8%
    Wilmar International Ltd. (US)FMCGForgn. Eq5.0%
    See All

    Other Details

    Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 07 Nov 2008. Milind Bafna is the Current Fund Manager of Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹6 Cr and the Latest NAV as of 16 Aug 2019 is ₹23.2.

    The Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days..

    Investment Objective

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

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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