Skip to main content
Scripbox Logo
fund-logo

Aditya Birla Sun Life India GenNext Fund (Growth)

Formerly Birla Sun Life India Gen Next Gr
Returns (5yrs)
8.07 %
Latest NAV
84.81

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
fund icon
Long Term Wealth
Inflation Beating Returns

Fund Information

as on 7th of August, 05:56 PM

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.

Fund Managers

  • profile-pic
    Anil Shah
    profile-pic
    Chanchal Khandelwal
  • expense-ratio
    Expense Ratio
    2.37
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 1429.49 Crores
    ISIN
    ISIN
    INF209K01447
  • Category Risk:

    High Risk

Holding Information

as on 7th of August, 05:56 PM

Top Holding

Hdfc Bank Ltd
6%
Bharti Airtel Ltd
5%
Icici Bank Ltd
5%
Itc Ltd
4%
Hindustan Unilever Ltd
4%

Top Sectors

Financial Services
28%
Consumer Defensive
24%
Consumer Cyclical
15%
Healthcare
10%
Basic Materials
7%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 7th of August, 05:56 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 7th of August, 05:56 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Aditya Birla Sun Life India GenNext Fund Growth is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 8.07% over a period of 5 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers names are Anil Shah, Chanchal Khandelwal. 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. The fund charges 2.37000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.