Aditya Birla Sun Life India GenNext Fund Growth
NAV (Fri Dec 20 2024)
₹208
Returns (Since Inception)
16.83%
Category Average
0.00%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Consumer Defensive
12.25%
Communication Services
4.80%
Financial Services
8.04%
Consumer Cyclical
9.73%
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Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life India GenNext Fund Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹5853.86 Cr
ISIN
INF209K01447
Inception Date
Aug 05 2005
Standard Deviation
13.523
Beta
0.87
Sharpe Ratio
0.717
Benchmark
IISL Nifty India Consumption TR INR
Expense Ratio
1.850%
Exit Load
For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment: Nil.
Risk
Very High Risk
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.
Fund Managers
Chanchal Khandelwal
About the AMC
Aditya Birla Sun Life AMC Ltd
Phone Number
+91 22 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹5853.86 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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