Aditya Birla SL India GenNext Fund

Equity | Sectoral / Thematic Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹1,000 0.88 % 3★ ₹3,276 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹1,000 0.88 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹3,276 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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).

Scheme Performance

Returns and Ranks ( as on 01 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 9.8% 19.0% 14.9% 17.9%
Category Average 14.0% 17.9% 11.9% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
6.65%
ITC
5.56%
Bharti Airtel
3.8%
HDFC Bank
3.52%
Axis Bank
3.04%
Others
77.43%
Banks
18.43%
Consumer Durables
9.86%
Automobiles
8.25%
Retailing
6.82%
Finance
5.95%
Others
50.69%
Equity
96.8%
Reverse Repos
3.18%
Derivatives
0.11%
Corporate Debentures
0.01%
Cash & Current Asset
0%

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla SL India GenNext Fund

Fund Manager
Chanchal Khandelwal

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

Advance Ratio

0.02 1.09 0.88 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

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"
The Aditya Birla SL India GenNext Fund has delivered 17.9% since inception
The NAV of Aditya Birla SL India GenNext Fund is ₹164.6 as of 01 December 2022.
The expense ratio of Aditya Birla SL India GenNext Fund is 0.88 % as of 01 December 2022.
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”.
Invest Now