Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Sectoral / ThematicEquity SEBI-regulated

NAV (Direct-Growth)

₹37.3501

As of 28 Jul 2023 · AMFI

1Y returns

-2.50%

3Y CAGR

+20.00%

5Y CAGR

+9.10%

Std deviation 3Y

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In plain English

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Sectoral / Thematic scheme from Aditya Birla Sun Life. Long-run track record: about 9.1% CAGR over 5 years. 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

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.

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

DirectGrowthAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Direct PlanINF209K01VL0
DirectIDCW ReinvestmentAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan -Direct - IDCWINF209K01P64
RegularGrowthAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular PlanINF209K01207
RegularIDCW ReinvestmentAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan -Regular - IDCWINF209K01199

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