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Asset Size:988Cr
Expense Ratio:2.33%
Fund Manager(s):Anil Shah,Chanchal Khandelwal,
5year Returns:18.69%

Aditya Birla Sun Life India GenNext Fund Growth

Equity | Equity - Other

Nav : 82.77 ( -0.58%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

13

Annualized Returns(5 yrs)

18.69%

Investment Horizon

>3 Yr

Doubled Money

4yrs 0m

Returns since August 5th, 2005

16.68%

Amount Invested

57.2L

Projected Wealth Gained

1.7Cr

Projected Maturity Amount

2.3Cr

Equity | Equity - Other

Nav : 82.77 ( -0.58%) April 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Invest in this fund if you are bullish on some specific themes.

Ideal for medium-term to long term goals like retirement, children's education etc. Invest in this funds to build wealth for the long term.

Amount Invested

57.2L

Projected Wealth Gained

1.7Cr

Projected Maturity Amount

2.3Cr

Rank (of 245)

13

Annualized Returns(5 yrs)

18.69%

Investment Horizon

>3 Yr

Doubled Money

4yrs 0m

Returns since August 5th, 2005

16.68%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity,thereby enabling choice.

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
August 5th, 2005
Expense Ratio
2.33%
Fund Category Risk
High
Std Dev (1Yr)
17.137
Std Dev (3Yr)
13.7
Std Dev (5Yr)
14.168
Asset Size
988Cr
Investment Details
Investment Plan
Growth
Return since Launch
16.68 %
Exit Load
1% if withdrawn within 365 Day(s)
No exit load if withdrawn after 365 Day(s)
Contact Details
Phone No.
+91 22 43568000