Aditya Birla Sun Life India Gennext Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Chanchal Khandelwal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.76% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹4797 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 10.02% |
Size breakup
Aditya Birla Sun Life India Gennext Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.48% | 3.48% |
6 Month Returns | 12.13% | 12.13% |
1 Year Returns | 33.36% | 33.36% |
3 Years Returns | 72.02% | 19.82% |
5 Years Returns | 130.6% | 18.19% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life India Gennext Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl | -0.57 | 1.24 | 1.22 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life India Gennext Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl | 0.85 | 0.83 | 1.01 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life India Gennext Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl | 2.56 | 1.1 | 0.77 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life India Gennext Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl | 9.62 | 12.05 | 17.44 |