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

Aditya Birla Sun Life · Sectoral
Very High
₹35.79
Current NAV
28 Jul 2023
-3.0%
1Y Return
19.4%
3Y CAGR
8.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.93).
  • Very large asset base (AUM: ₹22,480 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.93%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.93
Sharpe Ratio
1.13
Beta
4.93
Alpha
1.14
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹22480 Cr
Expense Ratio 1.93%
Min SIP ₹500
Min Lumpsum ₹1000
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