• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life India GenNext Fund (Growth)

Formerly Birla Sun Life India Gen Next Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life India GenNext Fund (Growth)

EquitySectoral / Thematic - Consumption

125.35

NAV (May 24)

12.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - consumption mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

2,662 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

125.35

NAV (May 24)

Fund Returns

Last 1Y

8.9%

Last 3Y

14.7%

Last 5Y

12.9%

Last 10Y

17.7%

Since Inception

16.2%

6 Month CAGR

-11%

Scheme Information

Investment Objective

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India,which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity,thereby enabling choice.

Expense Ratio

2.2

Launched (17y ago)

Aug 05, 2005

AUM in Crores

2661.730

ISIN

INF209K01447

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Chanchal Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-05-24

Top Stock Holdings

icici bank ltd

6.6%
6.6%

itc ltd

4.3%
4.3%

bharti airtel ltd

4%
4%

hdfc bank ltd

3.9%
3.9%

hindustan unilever ltd

3%
3%
See all holdings
allocation by market cap

Allocation by Sector

financial services

26.8%
26.8%

consumer cyclical

24%
24%

consumer defensive

23.9%
23.9%

communication services

6.5%
6.5%

basic materials

5.2%
5.2%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 304,668 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.7%

    7.5%

    5.5%

    6.8%

    5.7%

    7.3%

    5.5%

    7.1%

    5.8%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Aditya Birla Sun Life India GenNext Fund (G) Review

    Aditya Birla Sun Life India GenNext Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 16.2% over a period of 16 years. The fund was previously known as Birla Sun Life India Gen Next Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Chanchal Khandelwal.

    Nav of Aditya Birla Sun Life India GenNext Fund (G) as of 5/24/2022 is ₹125.35 with the total AUM as of 5/25/2022 is ₹2661.73. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life India GenNext Fund (G) was launched on Aug 05, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life India GenNext Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life India GenNext Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty India Consumption TR INR.

    Aditya Birla Sun Life India GenNext Fund (G) is rated as a 3 fund in Equity and delivered 8.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life India GenNext Fund (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life India GenNext Fund (G)?

    Aditya Birla Sun Life India GenNext Fund (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life India GenNext Fund (G)?

    You can invest in Aditya Birla Sun Life India GenNext Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Aditya Birla Sun Life India GenNext Fund (G)?

    The minimum sip amount for Aditya Birla Sun Life India GenNext Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life India GenNext Fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life India GenNext Fund (G) is a Neutral fund. You can investAditya Birla Sun Life India GenNext Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life India GenNext Fund (G)?

    The expense ratio of the Aditya Birla Sun Life India GenNext Fund (G) is 2.2% for regular plan.