Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Sectoral / ThematicEquity

NAV · Direct-Growth

₹37.35+0.14+0.37%

As of 28 Jul 2023 · AMFI

NAV growth-2.5%

Jul ’22Jul ’23

Arthkar verdictA balanced read

Consistency

Steady

positive in 7 of 9 years

Go deeper on Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Sectoral / Thematic scheme from Aditya Birla Sun Life. Worst historical drawdown: -42% in Mar 2020, recovered in 10 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF209K01VL0

NAV (Direct-Growth)

₹37.3501

Last 1Y

-2.52%

Jul 22Min ₹32.55 · Max ₹42.52 · 247 ptsJul 23

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-42.2%

Peak ₹27.01 on 9 Oct 2018 → trough ₹15.63 on 19 Mar 2020 (18 months down).

Recovered in 10 months· 7 Jan 2021

Jun 2023 — ongoing

-26.6%

Peak ₹44.33 on 19 Apr 2022 → trough ₹32.55 on 1 Jun 2023 (14 months down).

Not yet recovered

Jan 2016

-19.3%

Peak ₹22.75 on 26 May 2015 → trough ₹18.36 on 21 Jan 2016 (8 months down).

Recovered in 12 months· 12 Jan 2017

Apr 2013

-10.9%

Peak ₹18.71 on 28 Jan 2013 → trough ₹16.67 on 18 Apr 2013 (3 months down).

Recovered in 4 months· 27 Aug 2013

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
——————
Sharpe ratio
Risk-adjusted return — higher is better.
——————
Sortino ratio
Like Sharpe but only counts downside volatility.
——————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray