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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹500
AUM (Fund size)
₹13 Cr
Lock In Period
N/A
Expense Ratio
1.74
Benchmark
N/A
Exit Load
For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.
Summary
Latest details for Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth include a ₹35.7925 NAV as of Jul 28,2023 and returns since inception of 74.86%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth AUM is ₹13 Cr, with a lock-in of N/A years, expense ratio of 1.74%, and benchmark N/A. Exit load is - For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 5.07% returns, against a category average of -1.05% and a category best of 8.60%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.07 | -1.05 | 8.60 |
| 6M | -4.93 | 1.89 | 47.13 |
| 1Y | -0.18 | 6.83 | 86.54 |
| 3Y | 20.48 | 16.84 | 196.29 |
Portfolio Analysis
- Equity:
- Debt: 99.99%
- Others
As on: 2023-06-30
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About Fund
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹13 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.74. Under the expert guidance of Dhaval Joshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Comma Fund Growth | 2 | 896.01 CR | 2.34 |
| This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth | 0 | 13.04 CR | 1.74 |
| This FundUTI Gold Exchange Traded Fund Growth | 0 | 0 CR | 0.47 |
| This FundLIC MF Gold ETF Growth | 0 | 1454.41 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Comma Fund Growth | 21.5112 | 69.6762 |
| This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth | -3.0098 | 70.4186 |
| This FundUTI Gold Exchange Traded Fund Growth | 85.8506 | 183.9667 |
| This FundLIC MF Gold ETF Growth | 86.5413 | 184.3583 |
FAQs
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth is 1.74. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth’s fund performance is as follows:
- 1 Month : 5.07%
- 6 Months : -4.93%
- 1 Year : -0.18%
- 3 Years : 20.48%
You can invest in Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth is ₹13 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500