Aditya Birla Sun Life Commodity Mutual Funds

Aditya Birla Commodity Equities Fund-Global Agri Plan is an international wealth creation solution. Aditya Birla Sun Life Mutual Fund launched this exclusive scheme on January 1, 2013. As of the third quarter of 2022, it has INR 17 crores of Assets Under Management. Aditya Birla Commodity Equities Mutual Fund is a medium-sized fund with an expense ratio of 1,29 per cent. With 20 years of expertise in portfolio management, Mr Vinod Bhat is the key fund manager of Aditya Birla Commodity Equity Schemes.

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Best Mutual Funds 2024

Result Showing 1-14 of 14 Mutual Funds

    Mutual Fund Schemes
    Category
    Nav
    5Y Returns
    AUM
    (in Cr.)
    Compare
    commodity
    19.16Feb 23, 2024
    13%
    ₹289

    Add to Compare

    commodity
    19.16Feb 23, 2024
    13%
    ₹289

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    commodity
    19.16Feb 23, 2024
    13%
    ₹289

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    commodity
    55.48Feb 23, 2024
    13%
    ₹679

    Add to Compare

    commodity
    18.52Feb 23, 2024
    12%
    ₹289

    Add to Compare

    commodity
    18.52Feb 23, 2024
    12%
    ₹289

    Add to Compare

    commodity
    18.52Feb 23, 2024
    12%
    ₹289

    Add to Compare

    commodity
    70.91Feb 23, 2024
    0%
    ₹255

    Add to Compare

    commodity
    11.24Feb 23, 2024
    0%
    ₹107

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    commodity
    11.23Feb 23, 2024
    0%
    ₹107

    Add to Compare

    commodity
    11.36Feb 23, 2024
    0%
    ₹107

    Add to Compare

    commodity
    11.35Feb 23, 2024
    0%
    ₹107

    Add to Compare

    commodity
    11.23Feb 23, 2024
    0%
    ₹107

    Add to Compare

    commodity
    11.35Feb 23, 2024
    0%
    ₹107

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    Result Showing 1-14 of 14 Mutual Funds

    Investment Objective:

    Aditya Birla Commodity Equities Fund allows investors to grow their finances by investing in world-class ventures around the globe. The five major holdings of Aditya Birla Sun Life Commodity Equities Fund are Archer Daniels Midland Co. Ltd., CF Industries Holdings Inc, Nutrien Ltd., Bunge Ltd., and Mosaic Company Ltd. It provides 65% exposure towards the domestic market. Additionally, the scheme stimulates investors’ returns through stock investments rooted in the S&P Global Agribusiness Index. 

    Risks Involved in Aditya Birla Commodity Equities Funds

    Investing in Aditya Birla Commodity Equities Fund involves higher risk than investing funds in stocks and bonds. The commodity fund markets are highly volatile and complex. To secure higher returns in the commodity fund category, you will need expertise and an understanding of commodity trading. Any market fluctuation will significantly affect the returns as the investment returns are directly linked to the commodity’s price. Commodities are freely traded, making them prone to global supply and demand. Additionally, commodity trading is uncertain, thus suitable for investors with high-risk tolerance capabilities. 

    Return Potential of Aditya Birla Commodity Mutual Funds

    As commodity funds have a huge customer demand and commercial value, the returns are derived from the commodity’s market performance. Aditya Birla Commodity Equities Fund returns clocked at 14.98% in the past year. Since its inception, Aditya Birla Commodity Mutual Funds has delivered annual returns of 8.55% on average. Simply put, the fund delivered returns equal to double the invested amount within three years. 

    Who Should Invest in Aditya Birla Commodity Equities Fund?

    Aditya Birla Commodity Equities Fund is highly suitable for investors seeking long-term capital growth. Individuals with an investment horizon of five years or longer who look forward to tax-efficient investment instruments should invest in Aditya Birla Commodity Mutual Funds. Try your hand on commodity funds only when you are well-versed with market trends and have a moderate to high-risk profile. 

    Things To Consider Before Investing in Aditya Birla Commodity Mutual Funds

    Initially, the investor must consider the Aditya Birla Commodity Equity Fund's performance. Secondly, consider the cost of funds, including expense ratio and exit load. Moreover, evaluate your risk tolerance capabilities. Determine whether you are ready to bear the involved risk and can cope with the losses in case of market fluctuations. Be clear with your investment objectives, and see whether the Aditya Birla Commodity Mutual Funds fulfil your investment objectives. 

    Tax on Aditya Birla Commodity Equities Funds

    When sold after one year tenure, it will fall into the Long Term Capital Gains (LTCG) category. Therefore, a 10% tax rate would be applicable when the gain surpasses the limit of one lakh. If the investor sold the assets within one year, it would fall in the Short Term Capital Gains (STCG) category. So, the applicable tax will be 15%, excluding cess or surcharge. 

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    FAQs About Aditya Birla Sun Life Commodity Mutual Fund

    How is Aditya Birla Commodity Mutual Fund doing?

    As per the past performance, the Aditya Birla Commodity Mutual Funds are performing well. Additionally, Aditya Capital Commodity Mutual Fund returns clock at 14.98% in the past year.

    Is Aditya Birla Commodity Mutual Fund Safe?

    Aditya Birla Commodity Mutual Fund is safe for investment if you are an experienced investor and well-versed in the trading market.

    Is it good to invest in equity funds?

    Yes, it is good to invest in equity funds if you seek long-term capital gains. However, you must determine the best mutual fund based on your financial objectives and investment goals.
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