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. .
Category
- Equity - Sectoral Fund - FMCG
Benchmark
- Nifty India Consumption - TRI
Returns
Absolute
1M
3.60%
3M
16.81%
6M
15.83%
Annualised
1Y
7.11%
3Y
21.48%
5Y
13.60%
Historical NAV
NAV for scheme Aditya Birla Sun Life India Gennext Fund -Regular - IDCW
is
Growth of
10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
3076.09 Cr
Aditya Birla Sun Life Gennext Fund- Idcw Payout AUM is 162% higher than other schemes in the category
Load
Entry Load -
NIL
Exit Load -
1% on or before 90D Nil after 90D
Lock In Period -
NIL
Expense Ratio
2.13%
Turnover Ratio
12.00%
