Aditya Birla SL Comd Equities Global Agri (Equity, International)

High
10 yrs 4 monthsStarted on:07 Nov 2008
₹ 6.82 Cras on: 22 Feb 2019
Long Term Horizon
1.65%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme will be investing in (1) stocks issued either in India (upto 35%) or overseas (atleast 65%) of specific commodity focused companies, and/or (2) overseas mutual fund schemes (upto 35%) having similar investment objectives. Scheme will be managed by investing in stocks that are also a part of the S&P Global Agribusiness Index.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD9.60
3 Month0.27
1 YR0.58
2 YR2.63
3 YR6.37

SIP Returns

TenureReturns (CAGR)
1 YR0
2 YR2.53
3 YR3.77
5 YR3.63
10 YR5.02

Portfolio

Company Name% Assets
Nath Bio Genes (India) Ltd.2.27

Top Sectoral Holdings

Sector Name% Assets
FMCG58.72
Chemicals20.25
Engineering12.55

Indicators

LabelValue
Portfolio turnover ratio7
Standard Deviation12.9%
Beta1.01%
Sharpe Ratio0.2

Milind Bafna

Mr. Bafna is a B.E. (Chemical).
Prior to joining Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd.

Other Funds Managed by Milind Bafna