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Asset Size:1535Cr
Expense Ratio:2.33%
Fund Manager(s):Anil Shah,Chanchal Khandelwal,
5year Returns:10.28%

Aditya Birla Sun Life India GenNext Fund Growth

Aditya Birla Sun Life       

Equity
Equity - Consumption

Nav : 88.39 ( 1.56%) October 27th, 2020

People currently viewing this : 1

Rank (of 245)

10

Annualized Returns(5 yrs)

10.28%

Investment Horizon

NA

Doubled Money

7yrs 2m

Returns since August 5th, 2005

15.38%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

56.8L

Projected Maturity Amount

1.1Cr

Aditya Birla Sun Life     

Equity
Equity - Consumption

Nav : 88.39 ( 1.56%) October 27th, 2020

People currently viewing this : 1

Upwardly's Take :

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

56.8L

Projected Maturity Amount

1.1Cr

Rank (of 245)

10

Annualized Returns(5 yrs)

10.28%

Investment Horizon

NA

Doubled Money

7yrs 2m

Returns since August 5th, 2005

15.38%

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
Std Dev (1Yr)
29.584
Std Dev (3Yr)
20.13
Std Dev (5Yr)
18.087
Asset Size
1535Cr
Investment Details
Investment Plan
Growth
Return since Launch
15.38 %
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1% if withdrawn within 365 Day(s)
No exit load if withdrawn after 365 Day(s)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