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

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

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-22.16	37.74	4.48	29.45
3 year	-2.33	35.66	12.91	21.23
5 year	-6.30	15.85	6.52	15.79
7 year	-2.13	11.68	6.65	14.27
10 year	5.93	8.42	7.39	16.08

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	4.48
3 year	6.28	33.32	15.57	12.91
5 year	0.74	26.02	12.91	6.52
7 year	3.33	15.62	11.64	6.65
10 year	3.49	17.22	10.65	7.39
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	4.48
3 year	6.56	32.12	15.66	12.91
5 year	1	26.2	12.75	6.52
7 year	3.8	15.42	11.84	6.65
10 year	3.8	18	11.09	7.39
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	4.48
3 year	7.68	33.37	17	12.91
5 year	0.71	27.63	13.15	6.52
7 year	3.76	16.01	12.04	6.65
10 year	3.56	16.94	10.94	7.39
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	4.48
3 year	8.04	34.46	17.98	12.91
5 year	0.69	28.64	13.53	6.52
7 year	3.97	16.42	12.35	6.65
10 year	3.53	17.72	11.24	7.39
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 4.48% - Median return: 5.97% - Average standard deviation: 5.62

Rolling return for 3 year

- Average return: 12.91% - Median return: 13.32% - Average standard deviation: 2.02

Rolling return for 5 year

- Average return: 6.52% - Median return: 7.24% - Average standard deviation: 0.98

Rolling return for 7 year

- Average return: 6.65% - Median return: 7.23% - Average standard deviation: 0.75

Rolling return for 10 year

- Average return: 7.39% - Median return: 7.49% - Average standard deviation: 0.43

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 (%)
1 year	12,00,000	11,83,797	-16,203	-1.35
3 year	36,00,000	46,10,046	10,10,046	8.59
5 year	60,00,000	74,36,312	14,36,312	4.39
7 year	84,00,000	1,13,90,988	29,90,988	4.45
10 year	1,20,00,000	1,84,10,836	64,10,836	4.37

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	-1.35
3 year	7.35	8.59
5 year	7.28	4.39
7 year	6.36	4.45
10 year	5.93	4.37

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	-1.35
3 year	7.51	8.59
5 year	7.25	4.39
7 year	6.38	4.45
10 year	6.15	4.37

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	-1.35
3 year	8.25	8.59
5 year	7.64	4.39
7 year	6.58	4.45
10 year	6.21	4.37

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	-1.35
3 year	8.74	8.59
5 year	7.97	4.39
7 year	6.78	4.45
10 year	6.43	4.37

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹11,83,797 - Absolute Returns: ₹-16,203 - CAGR: -1.35%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,10,046 - Absolute Returns: ₹10,10,046 - CAGR: 8.59%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹74,36,312 - Absolute Returns: ₹14,36,312 - CAGR: 4.39%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,13,90,988 - Absolute Returns: ₹29,90,988 - CAGR: 4.45%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,84,10,836 - Absolute Returns: ₹64,10,836 - CAGR: 4.37%