InvestVerdict
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
· · Sectoral / Thematic · Scheme code 119576
Fund houseAditya Birla Sun Life Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular ·
History10.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 8.60 | 6.01 | -4.20 | -2.52 | 20.30 | 9.09 | 8.47 | 7.86 | 7.32 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Sectoral / Thematic category median |
— | — | — | 5.66 | 15.62 | 12.90 | — | 13.92 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 16.6% | 0.83 | 1.15 | 0.73 | -2.97% | -42.2% | 44.21 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 471 | -27.2% | 6.4% | 97.9% | 26% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.