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

High
10 yrs 12 monthsStarted on:07 Nov 2008
₹ 6.72 Cras on: 18 Oct 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)
YTD10.83
3 Month1.18
2 YR0.35
3 YR5.02

SIP Returns

TenureReturns (CAGR)
1 YR3.37
2 YR1.25
3 YR2.57
5 YR3.25
10 YR4.43

Portfolio

Company Name% Assets
Nath Bio Genes (India) Ltd.2.12

Top Sectoral Holdings

Sector Name% Assets
FMCG59.6
Chemicals16.64
Engineering11.2

Indicators

LabelValue
Portfolio turnover ratio4
Standard Deviation12.81%
Beta0.91%

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