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

High
11 yrs 2 monthsStarted on:07 Nov 2008
₹ 6.6 Cras on: 06 Dec 2019
Long Term Horizon
1.64%
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)
YTD12.46
3 Month0.65
1 YR2.74
2 YR2.28
3 YR3.70

SIP Returns

TenureReturns (CAGR)
1 YR6.94
2 YR2.57
3 YR3.15
5 YR3.69
10 YR4.56

Portfolio

Company Name% Assets
Nath Bio Genes (India) Ltd.1.97

Top Sectoral Holdings

Sector Name% Assets
FMCG62.99
Chemicals17.42
Engineering12

Indicators

LabelValue
Portfolio turnover ratio8
Standard Deviation12.8%
Beta0.92%

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