BSL CEF - Global Agri Plan (Equity, International)

High
9 yrs 6 monthsStarted on:07 Nov 2008
₹ 7.3 Cras on: 20 Apr 2018
Long Term Horizon
1.60%
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)
YTD0.38
1 Month3.03
1 YR10.77
2 YR6.76
3 YR3.98

SIP Returns

TenureReturns (CAGR)
1 YR7.5
2 YR6.87
3 YR6.15
5 YR5.17

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
FMCG55.75
Chemicals26.2
Engineering15.49

Indicators

LabelValue
Portfolio turnover ratio13
Standard Deviation13.15%
Beta1.08%

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.
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