• 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

170.63

NAV (Nov 30)

16.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

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

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
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

Dhaval Joshi

Fund Manager

Chanchal Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life India GenNext Fund (Growth)70%11,10,463 3,77,85116.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-11-30

Top Stock Holdings

itc ltd

6.1%
6.1%

icici bank ltd

5%
5%

hdfc bank ltd

4.5%
4.5%

bharti airtel ltd

3.5%
3.5%

hindustan unilever ltd

3.2%
3.2%
See all holdings

Allocation by Sector

consumer defensive

29.3%
29.3%

consumer cyclical

26.2%
26.2%

financial services

23.2%
23.2%

healthcare

5.5%
5.5%

communication services

5.4%
5.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 322,237 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox 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)?

Aditya Birla Sun Life India GenNext Fund (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity instruments 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 1.91% for regular plan.