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    • Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Formerly Aditya BSL India GenNext DR

    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    EquitySectoral / Thematic - Consumption

    33.11

    NAV (Sep 21)

    15.8%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

    However, Scripbox does not recommend investing in sectoral / thematic - consumption mutual funds.

    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 ->

    Track Record

    16 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    2,418 Cr. Large within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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    Historical NAV

    33.11

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    62.6%
    Last 3Y
    20.1%
    Last 5Y
    15.8%
    Last 10Y
    18.4%
    Since Inception
    17.4%
    6 Month CAGR
    24.1%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.23
    Launched (16y ago)
    Aug 05, 2005
    AUM in Crores
    2417.272
    ISIN
    INF209K01CR7
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE 500 India TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Chanchal Khandelwal

    Fund Manager

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    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
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      Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 316,289 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17%

    15%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Diversified

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    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    About Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 17.4% over a period of 16 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 manager’s name is Chanchal Khandelwal

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Aug 05, 2005. The NAV (Net Asset Value) of this Sectoral / Thematic - Consumption Equity fund as of 2021-09-21 is ₹33.11. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹2417.272. The category risk of the Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.23 % as expense ratio.

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.8% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , bharti airtel ltd , hindustan unilever ltd , itc ltd , bajaj finserv ltd , tata consumer products ltd , sbi life insurance company limited , axis bank ltd , godrej consumer products ltd , avenue supermarts ltd , crompton greaves consumer electricals ltd , maruti suzuki india ltd , united breweries ltd , procter & gamble hygiene and health care ltd , clearing corporation of india limited , voltas ltd , housing development finance corp ltd , icici lombard general insurance co ltd , britannia industries ltd , ultratech cement ltd , united spirits ltd , sun pharmaceuticals industries ltd , aditya birla fashion and retail ltd , phoenix mills ltd , prince pipes and fittings ltd ordinary shares , polycab india ltd , emami ltd , barbeque-nation hospitality ltd , dr reddy's laboratories ltd , kotak mahindra bank ltd , zydus wellness ltd , acc ltd , titan co ltd , relaxo footwears ltd , radico khaitan ltd , century textiles & industries ltd , trent ltd , vip industries ltd , indian railway catering and tourism corp ltd , kansai nerolac paints ltd , sanofi india ltd , info edge (india) ltd , dabur india ltd , bajaj finance ltd , indusind bank ltd , tvs motor co ltd , nestle india ltd , mrf ltd , devyani international ltd , au small finance bank ltd , whirlpool of india ltd , bata india ltd , fortis healthcare ltd , zomato ltd , mahindra & mahindra ltd , eicher motors ltd , state bank of india , sbi cards and payment services ltd ordinary shares , cholamandalam financial holdings ltd , page industries ltd , jubilant foodworks ltd , pvr ltd , torrent pharmaceuticals ltd , apollo hospitals enterprise ltd , v-guard industries ltd , oberoi realty ltd , inox leisure ltd , net receivables / (payables) , glaxosmithkline pharmaceuticals ltd , just dial ltd , margin (future and options) , aditya birla capital ltd

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

    This fund 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 S&P BSE 500 India TR INR

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) Review

    Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life India GenNext Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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