ReviewPlan n/a · Option n/a
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic13.7 years
- NAV
- 37.3501
- 28 Jul 2023
- 1Y
- -2.5%
- Trailing CAGR
- AUM
- ₹13.04 Cr
- 31 Aug 2026
- Volatility
- High
- 16.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.5%
- 3Y+20.3%
- 5Y+9.1%
- 10Y+7.9%
- SI+7.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.7%
- 3Y+9.2%
- 5Y+11.4%
- 10Y+8.5%
- Since inception
- +7.3%
- Calendar-day CAGR
- Excess 1Y
- -2.8%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -10.5%
- 1867 daily-ending windows
- Median rolling 3Y
- +5.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +93%
- 1374 daily-ending windows
- SIP 3Y XIRR
- +9.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 24 days
- 70 recovered episodes
- Longest recovery
- 357 days
- Trough to prior peak
- Current spell
- 465 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
9 Oct 2018 – 7 Jan 2021
Trough 19 Mar 2020 · recovered in 294 days
-42.2%
19 Apr 2022 – open
Trough 1 Jun 2023 · not recovered
-26.6%
26 May 2015 – 12 Jan 2017
Trough 21 Jan 2016 · recovered in 357 days
-19.3%
28 Jan 2013 – 27 Aug 2013
Trough 18 Apr 2013 · recovered in 131 days
-10.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
84
Vs category
32
Consistency
n/a
Risk-adjusted
35
Drawdown
0
Mean
38
Portfolio
31 Aug 2026 · 20 holdings · top 10 are 75.8%.
- Top 5
- 45.1%
- Top 10
- 75.8%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.2%
Cash
0.8%
Sectors
Others
100.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 28 Jul 2023
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Axis ESG Integration Strategy Fund
Axis Mutual Fund
- 1Y
- -4.4%
- 3Y
- +7.7%
- Vol
- 14.4%
- Max DD
- -24.3%
- Sharpe
- 0.54
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Franklin India Technology Fund
Franklin Templeton Mutual Fund
- 1Y
- -8.9%
- 3Y
- +8.7%
- Vol
- 16.6%
- Max DD
- -30.7%
- Sharpe
- 0.73
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns