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

High
10 yrs 10 monthsStarted on:07 Nov 2008
₹ 6.4 Cras on: 22 Aug 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)
YTD11.28
1 Month0.95
3 Month4.21
1 YR0.04
2 YR4.75
3 YR4.00

SIP Returns

TenureReturns (CAGR)
1 YR2.72
2 YR2.1
3 YR3.27
5 YR3.62
10 YR4.69

Portfolio

Company Name% Assets
Gujarat State Fertilizers & Chemicals Ltd.2.72
Nath Bio Genes (India) Ltd.2.33

Top Sectoral Holdings

Sector Name% Assets
FMCG63.21
Chemicals22.71
Engineering11.71

Indicators

LabelValue
Portfolio turnover ratio4
Standard Deviation13.23%
Beta0.93%

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