• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life India GenNext Fund (RIDCW-A)

Formerly Aditya BSL India GenNext DR

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life India GenNext Fund (RIDCW-A)

EquitySectoral / Thematic - Consumption

40.23

NAV (Jun 13)

19%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

40.23

NAV (Jun 13)

Fund Returns

Last 1Y
33%
Last 3Y
19.1%
Last 5Y
19.3%
Last 10Y
18%
Since Inception
17.3%
6 Month CAGR
16.2%

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
1.87
Launched (19y ago)
Aug 05, 2005
AUM in Crores
5026.933
ISIN
INF209K01CR7
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.8
Standard Deviation (5yr)
17.5
Beta (3yr)
0.84
Beta (5yr)
1.01
Sharpe Ratio (3yr)
0.929
Sharpe Ratio (5yr)
0.728
YTM
0
Fund Managers

Dhaval Joshi

Fund Manager

Chanchal Khandelwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life India GenNext Fund (RIDCW-A)70%11,84,202 4,51,59019%
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 2024-06-13

Top Stock Holdings

itc ltd

4.8%
4.8%

bharti airtel ltd

4.8%
4.8%

icici bank ltd

4.8%
4.8%

hdfc bank ltd

3.8%
3.8%

maruti suzuki india ltd

3.2%
3.2%
See all holdings

Allocation by Sector

consumer cyclical

29.5%
29.5%

consumer defensive

27%
27%

financial services

20.4%
20.4%

healthcare

6.6%
6.6%

communication services

6.6%
6.6%
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)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,510 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
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life India GenNext Fund (RIDCW-A) Review

Aditya Birla Sun Life India GenNext Fund (RIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 17% over a period of 18 years. The fund was previously known as Aditya BSL India GenNext DR. 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 (RIDCW-A) as of 6/13/2024 is ₹40.23 with the total AUM as of 6/14/2024 is ₹5026.933. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life India GenNext Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 Nifty India Consumption TR INR.

Aditya Birla Sun Life India GenNext Fund (RIDCW-A) is rated as a 3 fund in Equity and delivered 33.4% 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 (RIDCW-A).

Frequently Asked Questions

What is Aditya Birla Sun Life India GenNext Fund (RIDCW-A)?

Aditya Birla Sun Life India GenNext Fund (RIDCW-A) 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 (RIDCW-A)?

You can invest in Aditya Birla Sun Life India GenNext Fund (RIDCW-A) 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 (RIDCW-A)?

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

Is Aditya Birla Sun Life India GenNext Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life India GenNext Fund (RIDCW-A) is a Neutral fund. You can investAditya Birla Sun Life India GenNext Fund (RIDCW-A) 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 (RIDCW-A)?

The expense ratio of the Aditya Birla Sun Life India GenNext Fund (RIDCW-A) is 1.87% for regular plan.