This Sectoral Fund Has Given Up To 48.31% Absolute Return In 5 Years: Good For SIP

Sector funds are a great way to invest for long-term financial needs. Sectoral funds with a narrow focus and concentrated portfolios have the potential to deliver substantial returns. But they also carry a higher risk. Here we have given an insight of a sectoral fund. This Sectoral Fund from the house of Aditya Birla Sun Life Mutual Fund has good returns on SIP investment in the long term.

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

NAV	Fund Size	Expense Ratio
Rs 36.6978	Rs 16.52 Cr	1.30%

NAV as of 16 February 2022

This fund was launched on January 1, 2013, by the Aditya Birla Sun Life Mutual Fund. It is a equity international fund. The Aditya Birla Sun Life Commodity Equities Fund - Direct Plan -Global Agri Plan-Growth currently holds AMU worth Rs 17 Cr as of Jan 31, 2022. It is a medium-sized fund in its category The expense ratio of the fund is 1.30% for the Direct plan as of Dec 31, 2021, which is greater than the expense ratio of most other International funds. It is a highly risky and open-ended fund. The fund shall attract an Exit Load, "Exit load of 1% if redeemed within 365 days." Investors with a good understanding of macro trends who wish to make targeted bets for greater returns than other Equity funds can opt to invest in the fund in 2022. This fund scheme requires a minimum investment of Rs 1000 and an additional investment of Rs 1000. In contrast, a minimum SIP investment of Rs 1000 is required.

Returns

Lump-Sum Annualized returns

On an investment of Rs 10,000

1-Year	2-Year	3-Year	5-Year	Since Inception
25.08%	22.26%	15.80%	9.95%	8.31%

SIP Absolute Returns

On an investment of Rs 1,000

1-Year	2-Year	3-Year	5-Year
11.52%	38.16%	42.41%	48.31%

Portfolio

The fund has a 3% investment in Indian stocks, with a 3% investment in large-size stocks. The scheme would invest in equities issued in India up to 35 percent or overseas at least 65 percent of particular commodities oriented firms, and/or overseas mutual fund schemes with comparable investment goals up to 35 percent. The scheme will be managed by investing in equities from the S&P Global Agribusiness Index.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from MoneyControl. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.