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Aditya Birla Sun Life India GenNext Fund-Growth rating rating rating rating rating

Equity Thematic-Consumption

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

18.5%

3 Yrs CAGR returns

15.38%

5 Yrs CAGR returns

11.81%

NAV as on 27 Dec

₹ 93.78 by 0.66 ( 0.54%)

Expense ratio

2.43

Exit load

1%

Fund Size (Cr)

₹ 1063.86

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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme aims to invest 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).

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

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Top Holdings
Top 10 Sectors %
Financial 30.11
FMCG 22.69
Health Care 7.32
Cons Durable 6.72
Others 6.57
Construction 5.49
Automobile 5.31
Services 2.83
Engineering 2.5
Life Insurance 2.36
Top 10 Sectors %
Banking 6.86
Others 6.7
Banking 5.97
Tobacco Prod. 4.67
Housing Finance 3.08
Banking 2.77
Cosmetics & Toiletries 2.53
Banking 2.43
ACs & Refrigerators 2.13
Tea & Coffee 2.12
Fund house details
Fund House Aditya Birla Mutual Fund
Fund Manager Chanchal Khandelwal
Fund Setup Date 14 Jun 2005
Address One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road,
Contact 022-43568000/ 1800-270-7000/ 1800-22-7000