Overview (as on 18 Sep 2020)

NAV

₹22.22

1y returns

7.674%

Fund AUM

₹1,551 Cr

Expense Ratio

2.32%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
30.39%
Defensive
23.21%
Consumer
15.90%
Health
9.75%
Basic Materials
8.80%
Communication
6.32%
Industrials
2.87%
Real Estate
1.68%
Tech
1.09%
Size Breakup
Large Cap
69.82%
Mid Cap
26.32%
Small Cap
3.87%

Key Metrics

Beta 

0.91

Std deviation 

18.11%

Sharpe Ratio 

0.26

Top 10 Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Aditya Birla Sun Life India GenNext Fund Dividend Payout
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
05 August, 2005
Fund Manager
Chanchal Khandelwal
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
NA
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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Aditya Birla Sun Life India GenNext Fund Divide...

NAV

₹22.22

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Chanchal Khandelwal
Chanchal Khandelwal

Manager

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