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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹1000 & Lump. ₹500

AUM (Fund size)

₹13 Cr

Lock In Period

N/A

Expense Ratio

1.74

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.

Benchmark

N/A

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.070.7215.55
6M-4.932.9965.47
1Y-0.185.56148.38
3Y20.4815.56303.80

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

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.

Fund Managers

Dhaval Joshi

Mr. Dhaval Joshi has done B.Com, M.Com. and MBA (Finance). Mr. Dhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India US Equity Opportunities Fund Growth2781 CR2.42
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth013 CR1.74
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundNippon India US Equity Opportunities Fund Growth19.07568.4487
This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth-3.009870.4186
This FundHDFC Defence Fund Growth31.4041174.9166
This FundNippon India Taiwan Equity Fund Growth145.0432287.4234

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth 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%
Returns of Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth are updated daily based on NAV of ₹ 35.7925 as on Jul 28,2023. Since inception, the return has been 74.86%.

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.