NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹35.79
0.37%
NAV as on 31 Jul 23, 12:00 AM
very high risk
global other
debt
NAV as on 31 Jul 23, 12:00 AM
very high risk
global other
debt
-3.01%p.a.
Last 1Y
19.45%p.a.
Last 3Y
8.67%p.a.
Last 5Y
8.47%p.a.
Since Inception
About Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Nov 2008, Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth is Global - Other fund of its category with 13.04 Cr fund under management as on Jul 2023. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth delivered -3.0% annual returns during the last year. It has delivered 8.5% average annual returns since the fund was launched.
- Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The objective of the Scheme is to offer long term growth of capital, by investing in (1) stocks of Agri commodity companies, i.e., companies engaged in or focusing on the Agri business and/or (2) overseas mutual fund scheme(s) that have similar investment objectives. These securities could be issued in India or overseas.
Top 10 Holdings
Bunge Ltd
10.21%
Archer-Daniels Midland Co
9.99%
Deere & Co
8.75%
Ingredion Inc
8.40%
CF Industries Holdings Inc
7.69%
Nutrien Ltd
6.62%
Associated British Foods PLC
6.39%
The Mosaic Co
6.22%
Sociedad Quimica Y Minera De Chile SA ADR
6.08%
ICL Group Ltd
5.42%
Fund Managers
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Commodities Equities Fund Glb Agri Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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