Aditya Birla SL India GenNext Fund

Equity · Sectoral / Thematic
 · ★★★
1,000
Min SIP
1,000
Min Lumpsum
0.71 %
Expense Ratio
★★★
Rating
3,440
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 08 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21.5% 25.5% 15.2% 17.2%
Category Average 23.2% 20.8% 11.1% -

Scheme Allocation

By Holding
By Sector
By Asset
ITC
7.27%
ICICI Bank
6.24%
HDFC Bank
4.02%
Hind. Unilever
3.54%
Bharti Airtel
3.48%
Others
75.46%
Banks
17.96%
Diversified FMCG
10.81%
Automobiles
8.53%
Consumer Durables
8.48%
Retailing
6%
Others
48.22%
Equity
97.48%
Reverse Repos
2.47%
Derivatives
0.1%
Corporate Debentures
0.01%
Cash & Current Asset
0%

Advance Ratio

0.61
Alpha
4.04
SD
0.88
Beta
0.49
Sharpe

Exit Load

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

Fund 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).

Fund Managers

Chanchal Khandelwal

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL India GenNext Fund ?

You can invest in Aditya Birla SL India GenNext Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL India GenNext Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL India GenNext Fund ?

The NAV of Aditya Birla SL India GenNext Fund is ₹169 as of 08 June 2023.

How to redeem Aditya Birla SL India GenNext Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL India GenNext Fund?

The minimum SIP amount of Aditya Birla SL India GenNext Fund is ₹1000

What are the top sectors Aditya Birla SL India GenNext Fund has invested in??

The top sectors Aditya Birla SL India GenNext Fund has invested in are
  1. ITC - 7.27%
  2. ICICI Bank - 6.24%
  3. HDFC Bank - 4.02%
  4. Hind. Unilever - 3.54%
  5. Bharti Airtel - 3.48%

How much returns have Aditya Birla SL India GenNext Fund generated ?

The Aditya Birla SL India GenNext Fund has delivered 17.2% since inception

What is the expense ratio of Aditya Birla SL India GenNext Fund ?

The expense ratio of Aditya Birla SL India GenNext Fund is 0.71 % as of 08 June 2023.

What is the AUM of Aditya Birla SL India GenNext Fund?

The AUM of Aditya Birla SL India GenNext Fund is ₹2,75,965 Cr as of 08 June 2023

What are the top stock holdings of Aditya Birla SL India GenNext Fund?

The top stock holdings of Aditya Birla SL India GenNext Fund are
  1. ITC - 7.27%
  2. ICICI Bank - 6.24%
  3. HDFC Bank - 4.02%
  4. Hind. Unilever - 3.54%
  5. Bharti Airtel - 3.48%
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