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	15.51	4.48
3 year	6.28	33.32	15.79	12.91
5 year	3.54	26.02	13.5	6.52
7 year	3.33	15.62	11.71	6.65
10 year	3.49	17.22	10.6	7.39
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	4.48
3 year	9.08	58.7	29.31	12.91
5 year	3.67	48	18.04	6.52
7 year	3.8	31.03	14.14	6.65
10 year	3.8	28.93	12.39	7.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	4.48
3 year	7.68	33.37	17.09	12.91
5 year	2.35	27.63	13.51	6.52
7 year	3.76	16.01	12.07	6.65
10 year	3.56	16.94	10.92	7.39
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	4.48
3 year	8.04	34.46	18.26	12.91
5 year	3.37	28.64	14.21	6.52
7 year	3.97	16.42	12.41	6.65
10 year	3.53	17.72	11.22	7.39
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

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	4.9	-1.35
3 year	7.3	8.59
5 year	7.48	4.39
7 year	6.39	4.45
10 year	5.95	4.37

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	-1.35
3 year	20.64	8.59
5 year	13	4.39
7 year	9.48	4.45
10 year	7.99	4.37

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	-1.35
3 year	8.22	8.59
5 year	7.77	4.39
7 year	6.6	4.45
10 year	6.23	4.37

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	-1.35
3 year	8.71	8.59
5 year	8.22	4.39
7 year	6.82	4.45
10 year	6.47	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%