Aditya Birla SL India GenNext Fund – Direct Growth

Equity · Sectoral / Thematic
 · ★★
₹ 100
Min SIP
₹ 1,000
Min Lumpsum
0.85 %
Expense Ratio
★★
Rating
4,688
Fund Size (in Cr)
11 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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.1% 18.2% 18.4% 17.7%
Category Average 39.8% 20.4% 16.6% -

Scheme Allocation

By Holding
By Sector
By Asset
4.91%
ITC
4.47%
3.76%
Others
79.66%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 4.91%
ITC Tobacco Products Equity 4.47%
Bharti Airtel Telecomm-Service Equity 4.02%
HDFC Bank Banks Equity 3.76%
Tata Motors-DVR Automobile Equity 3.18%
Maruti Suzuki Automobile Equity 2.98%
Trent Retail Equity 2.92%
Hind. Unilever FMCG Equity 2.91%
Avenue Super. Retail Equity 2.68%
Axis Bank Banks Equity 2.51%
TVS Motor Co. Automobile Equity 2.51%
United Spirits Alcoholic Beverages Equity 2.42%
Tata Consumer Plantation & Plantation Products Equity 2.22%
M & M Automobile Equity 2.12%
Nestle India FMCG Equity 2.03%
Sun Pharma.Inds. Pharmaceuticals Equity 1.98%
Godrej Consumer FMCG Equity 1.59%
SBI Life Insuran Insurance Equity 1.56%
Voltas Consumer Durables Equity 1.48%
Radico Khaitan Alcoholic Beverages Equity 1.46%
Whirlpool India Consumer Durables Equity 1.43%
Dabur India FMCG Equity 1.42%
Sanofi India Pharmaceuticals Equity 1.4%
Bajaj Finserv Finance Equity 1.32%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.29%
Torrent Pharma. Pharmaceuticals Equity 1.27%
Phoenix Mills Realty Equity 1.25%
P & G Hygiene FMCG Equity 1.25%
Titan Company Diamond, Gems and Jewellery Equity 1.23%
Hero Motocorp Automobile Equity 1.22%
UltraTech Cem. Cement Equity 1.2%
Fortis Health. Healthcare Equity 1.17%
IndusInd Bank Banks Equity 1.12%
Kotak Mah. Bank Banks Equity 1.11%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.1%
Britannia Inds. FMCG Equity 1.09%
MRF Tyres Equity 1.05%
United Breweries Alcoholic Beverages Equity 1.03%
Cello World Trading Equity 0.96%
Metro Brands Leather Equity 0.92%
Gillette India FMCG Equity 0.91%
Go Fashion (I) Textiles Equity 0.9%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.86%
ACC Cement Equity 0.86%
Chola Financial Finance Equity 0.84%
Havells India Consumer Durables Equity 0.83%
ICICI Lombard Insurance Equity 0.83%
Aditya Bir. Fas. Retail Equity 0.82%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.8%
Emami FMCG Equity 0.8%
Century Textiles Paper Equity 0.78%
Bikaji Foods FMCG Equity 0.75%
Bata India Leather Equity 0.74%
Apollo Hospitals Healthcare Equity 0.73%
Bajaj Finance Finance Equity 0.72%
AU Small Finance Banks Equity 0.68%
V I P Inds. Plastic products Equity 0.65%
Indian Hotels Co Hotels & Restaurants Equity 0.64%
PB Fintech. IT - Software Equity 0.63%
Crompton Gr. Con Consumer Durables Equity 0.62%
Max Financial Finance Equity 0.61%
Zee Entertainmen Entertainment Equity 0.59%
Pidilite Inds. Chemicals Equity 0.58%
Campus Activewe. Leather Equity 0.56%
Devyani Intl. Quick Service Restaurant Equity 0.56%
Interglobe Aviat Air Transport Service Equity 0.5%
Prince Pipes Plastic products Equity 0.46%
Jubilant Food. Quick Service Restaurant Equity 0.4%
Page Industries Readymade Garments/ Apparells Equity 0.38%
R R Kabel Cables Equity 0.36%
Honasa Consumer Trading Equity 0.34%
Butterfly Gan Ap Consumer Durables Equity 0.26%
Aditya Birla Cap Finance Equity 0.07%
Banks
14.09%
Automobiles
12.01%
Retailing
10.58%
Consumer Durables
10.48%
Diversified FMCG
7.38%
Others
45.47%
View all Sectors
Sectors Asset
Banks 14.09%
Automobiles 12.01%
Retailing 10.58%
Consumer Durables 10.48%
Diversified FMCG 7.38%
Personal Products 6.3%
Beverages 4.9%
Pharmaceuticals & Biotech 4.65%
Telecom-Services 4.02%
Food Products 3.87%
Insurance 3%
Finance 2.95%
Agricultural Food & other 2.22%
Cement & Cement Products 2.06%
Healthcare Services 1.9%
Leisure Services 1.61%
Realty 1.25%
Auto Components 1.05%
Debt 0.94%
Industrial Products 0.82%
Paper, Forest & Jute Prod 0.78%
Financial Technology (Fin 0.63%
Entertainment 0.59%
Chemicals & Petrochemical 0.58%
Others 0.5%
Transport Services 0.5%
Textiles & Apparels 0.38%
Cash & Others -0.02%
Equity
98.58%
Reverse Repos
0.94%
Derivatives
0.5%
Corporate Debentures
0%
Cash & Current Asset
0%

Advance Ratio

1.04
Alpha
3.48
SD
0.83
Beta
0.97
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

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Frequently Asked Questions

How to invest in Aditya Birla SL India GenNext Fund – Direct Growth ?

You can invest in Aditya Birla SL India GenNext Fund – Direct Growth 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 – Direct Growth 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 – Direct Growth ?

The NAV of Aditya Birla SL India GenNext Fund – Direct Growth is ₹201 as of 18 March 2024.

How to redeem Aditya Birla SL India GenNext Fund – Direct Growth 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 – Direct Growth?

The minimum SIP amount of Aditya Birla SL India GenNext Fund – Direct Growth is ₹100

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

The top sectors Aditya Birla SL India GenNext Fund – Direct Growth has invested in are
  1. Banks - 14.09%
  2. Automobiles - 12.01%
  3. Retailing - 10.58%
  4. Consumer Durables - 10.48%
  5. Diversified FMCG - 7.38%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL India GenNext Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL India GenNext Fund – Direct Growth based on your investment objective and risk tolerance.

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

The Aditya Birla SL India GenNext Fund – Direct Growth has delivered 17.7% since inception

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

The expense ratio of Aditya Birla SL India GenNext Fund – Direct Growth is 0.85 % as of 18 March 2024.

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

The AUM of Aditya Birla SL India GenNext Fund – Direct Growth is ₹3,12,323 Cr as of 18 March 2024

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

The top stock holdings of Aditya Birla SL India GenNext Fund – Direct Growth are
  1. ICICI Bank - 4.91%
  2. ITC - 4.47%
  3. Bharti Airtel - 4.02%
  4. HDFC Bank - 3.76%
  5. Tata Motors-DVR - 3.18%

How can I redeem my investments in Aditya Birla SL India GenNext Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL India GenNext Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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