Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life India Gennext Fund-Growth Option

EquityThematic - Consumption
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return2.8%
  • 3 yr return13.6%
  • 5 yr return11%
  • Expense Ratio2.16%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees3279.1
  • NAVRupees137.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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 As Companies That Seek Growth In Revenues Arising Out Of Demand From The Younger Generation (Gennext) For Their Products Or Services,They Should Be Engaged Inmanufacturing Of Products Or Rendering Of Services That Go Directly To The Consumer, The Products And Services Should Have Distinct Brand Identity, Thereby Enabling Choice.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Limited 6.4
  • ITC Limited 5.2
  • HDFC Bank Limited 3.8
  • Hindustan Unilever Limited 3.7
  • Bharti Airtel Limited 3.6
  • Axis Bank Limited 3.1
  • Maruti Suzuki India Limited 2.1
  • Clearing Corporation of India Limited 2
  • Bajaj Finserv Limited 1.8
  • SBI Life Insurance Company Limited 1.7
  • Kotak Mahindra Bank Limited 1.7
  • Sectors %
  • Banks18.8
  • Consumer Durables9.1
  • Diversified FMCG9
  • Automobiles8.6
  • Retailing6.7

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