- 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 India GenNext Fund (Growth)
₹ 170.63
NAV (Nov 30)
Sectoral / thematic - consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 170.63
NAV (Nov 30)
Fund Returns
Last 1Y | 15.4% |
Last 3Y | 20% |
Last 5Y | 16.6% |
Last 10Y | 17.8% |
Since Inception | 16.7% |
6 Month CAGR | 13.8% |
Scheme Information
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 | 1.91 |
Launched (18y ago) | Aug 05, 2005 |
AUM in Crores | 4072.669 |
ISIN | INF209K01447 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty India Consumption TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.8 |
Standard Deviation (5yr) | 17.6 |
Beta (3yr) | 0.87 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 1.187 |
Sharpe Ratio (5yr) | 0.671 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life India GenNext Fund (Growth) | 11,10,463 | 3,77,851 | 16.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
itc ltd
6.1%icici bank ltd
5%hdfc bank ltd
4.5%bharti airtel ltd
3.5%hindustan unilever ltd
3.2%Allocation by Sector
consumer defensive
29.3%consumer cyclical
26.2%financial services
23.2%healthcare
5.5%communication services
5.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.1% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 7.1% |
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 16.7% over a period of 18 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 managers are Chanchal Khandelwal, Dhaval Joshi.
Nav of Aditya Birla Sun Life India GenNext Fund (G) as of 11/30/2023 is ₹170.63 with the total AUM as of 12/1/2023 is ₹4072.669. 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 15.4% 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)?
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 1.91% for regular plan.