ReviewPlan n/a · Option n/aPrefer peers first
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic13.8 years
- NAV
- 37.3501
- 28 Jul 2023
- 1Y
- -2.5%
- Trailing CAGR
- AUM
- ₹13.04 Cr
- 31 Aug 2026
- Volatility
- High
- 16.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 28 Jul 2023
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · AUM fell by 30% or more versus the prior observation.
Prefer peers if · Prefer Aditya Birla Sun Life Business Cycle Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -42.2%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 75.8% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 42%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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
- +4.2%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- +9.2%
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -42.2%
- Worst peak-to-trough
- Current
- -15.7%
- Below last peak
- Current spell
- 465 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 24 days
- 70 recovered episodes
- Longest recovery
- 357 days
- Trough to prior peak
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
76
Consistency
n/a
Risk-adjusted
33
Drawdown
0
Mean
48
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
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.
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%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +0.1%
- 3Y
- +13.1%
- Vol
- 13.9%
- Max DD
- -17.8%
- Sharpe
- 0.39
- 3Y win
- +13%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Axis ESG Integration Strategy Fund
Axis Mutual Fund
- 1Y
- -10.3%
- 3Y
- +8.1%
- Vol
- 14.4%
- Max DD
- -24.3%
- Sharpe
- 0.45
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- -6.6%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -16.1%
- Sharpe
- 0.04
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.8%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.47
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Edelweiss Business Cycle Fund
Edelweiss Mutual Fund
- 1Y
- -2.0%
- 3Y
- n/a
- Vol
- 16.8%
- Max DD
- -26.4%
- Sharpe
- -0.56
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns