MF Gyan
otherVery high risk14 years old

Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit
₹7.4115
▲ 0.08% today
As of 19 Jul 2013 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 500 other funds in Income

Same plan
Bumpiness (3Y)
41.50%median 4.87% (+36.63%)
Rank #485 of 501Less risky than 2% of peers
Worst-ever drop
-47.41%median -6.75% (-40.66%)
Rank #9 of 501Less risky than 98% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
41.5%

The value swings roughly 41% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-47.41%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan against other other funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch-60.56%
Volatility — 1 year (annualised)41.50%
Volatility — 3 years (annualised)41.50%
Max drawdown — 1 year-47.41%
Max drawdown — 3 years-47.41%
Sharpe ratio — 1 year (rf=6%)-2.38
Sharpe ratio — 3 years (rf=6%)-2.38

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
119583
First price on record
2 Jan 2013 · 138 daily prices

About Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan

Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan is a Income offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Dividend option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan is ₹7.4115 (as of 19 Jul 2013). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 41.5% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 47.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan?+

The latest NAV of Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan is ₹7.4115 as of 19 Jul 2013, up 0.08% from the previous day. NAV is updated once a business day after the market close.

What category does Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan belong to?+

Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan?+

Based on its 3-year annualised volatility of 41.5%, Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan a direct plan?+

Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan?+

Birla Sun Life Commodities Equities Fund Global Precious Metals Plan - Dividend - Direct Plan has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 138 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.