• 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

Top Ranked

147.62

NAV (Dec 06)

13.8%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - consumption mutual funds.

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

147.62

NAV (Dec 6)

Fund Returns

Last 1Y

9.8%

Last 3Y

17.8%

Last 5Y

13.8%

Last 10Y

16.7%

Since Inception

16.8%

6 Month CAGR

15.5%

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

2.17

Launched (17y ago)

Aug 05, 2005

AUM in Crores

3276.558

ISIN

INF209K01447

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.8

Standard Deviation (5yr)

18.3

Beta (3yr)

1.09

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.69

Sharpe Ratio (5yr)

0.521

YTM

0

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 2022-12-06

Top Stock Holdings

icici bank ltd

6.7%
6.7%

itc ltd

5.6%
5.6%

bharti airtel ltd

3.8%
3.8%

hdfc bank ltd

3.5%
3.5%

hindustan unilever ltd

3%
3%
See all holdings

Allocation by Sector

financial services

27%
27%

consumer cyclical

26.1%
26.1%

consumer defensive

23.7%
23.7%

communication services

6.5%
6.5%

healthcare

4.2%
4.2%
See all sectors

Compare Aditya Birla Sun Life India GenNext Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

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

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    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 16.8% over a period of 17 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 12/6/2022 is ₹147.62 with the total AUM as of 12/7/2022 is ₹3276.558. 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 4 fund in Equity and delivered 9.8% 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 Top Ranked 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 2.17% for regular plan.