Aditya Birla SL India GenNext Fund (Equity, Equity Thematic-consumpti)

High
14 yrs 10 monthsStarted on:05 Aug 2005
₹ 1335.18 Cras on: 21 May 2020
Long Term Horizon
2.46%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims to invest 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).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 YR1.30

SIP Returns

TenureReturns (CAGR)
5 YR1.75
10 YR10.83

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.48
ICICI Bank Ltd.5.69
ITC Ltd.4.02
Bharti Airtel Ltd.3.78
Housing Development Finance Corpn. Ltd.3.3
Kotak Mahindra Bank Ltd.2.41
Maruti Suzuki India Ltd.2.33
Colgate-Palmolive (India) Ltd.2.25
Axis Bank Ltd.2.12
Britannia Industries Ltd.2.01

Top Sectoral Holdings

Sector Name% Assets
Financial29.27
FMCG22.02
Healthcare11.48
Automobile6.86
Cons Durable5.61
Services5.14
Construction4.65
Communication3.78
Chemicals2.58
Engineering1.88

Indicators

LabelValue
Portfolio turnover ratio22
Standard Deviation19.79%
Beta0.91%

Chanchal Khandelwal

Mr. Khandelwal has done B.Com.(H) from Shri Ram College of Commerce (Delhi) and MBA(Finance) from Xavier Institute of Management, Bhubaneshwar
Prior to joining BSLAMC,he has worked with Aditya Birla Retail Limited(February 2007- May 2008) and Aditya Birla Management Corporation Ltd. (December 2005- February 2007) .