Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Direct Growth

Scheme code: INF209K01VL0 NAV value: ₹ 37.3501 NAV date: 28 July, 2023 TER: 1.20%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-32.76	97.92	6.61	9.01	13.63
3 year	-10.57	30.78	5.17	7.40	18.78
5 year	-5.64	15.53	6.44	6.48	15.46
7 year	-2.03	11.29	7.21	6.65	13.55
10 year	6.06	8.39	7.46	7.38	14.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	9.01
3 year	6.28	30.95	15.04	7.4
5 year	8.38	26.02	14.22	6.48
7 year	10.18	15.62	12.93	6.65
10 year	11.42	12.93	12.18	7.38
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	9.01
3 year	6.56	19.64	13.57	7.4
5 year	9.22	12.29	10.75	6.48

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	9.01
3 year	7.68	21.49	15.06	7.4
5 year	10.37	13.5	11.93	6.48

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	9.01
3 year	8.04	32.03	17.81	7.4
5 year	8.18	28.64	15.34	6.48
7 year	10.64	16.42	13.77	6.65
10 year	12.56	14.06	13.31	7.38

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,304 - Absolute Returns: ₹43,304 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,89,928 - Absolute Returns: ₹3,89,928 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,91,229 - Absolute Returns: ₹11,91,229 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,15,95,309 - Absolute Returns: ₹31,95,309 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,85,61,707 - Absolute Returns: ₹65,61,707 - CAGR: %

Drawdown Metrics

Max Drawdown

-42.16 %

Drawdown Duration

18 months

Recovery Time

10 months

Avg Drawdown

-7.39 %

Calmar Ratio by Duration

1 Y

0.2137

3 Y

0.1755

5 Y

0.1537

7 Y

0.1577

10 Y

0.1751

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-14.17	0.54	46.1	59.4	-2.52 %	16.05 %
3 years	10.49	0.22	38.0	22.4	19.98 %	20.24 %
5 years	1.28	0.26	29.6	22.2	9.11 %	11.66 %
7 years	0.59	0.24	27.4	19.8	8.52 %	12.40 %
10 years	-1.29	0.24	26.7	19.6	6.10 %	10.17 %
12 years	-1.90	0.24	26.7	19.6	5.06 %	8.40 %
15 years	-2.51	0.24	26.7	19.6	4.03 %	6.67 %