Mutual Fund- Birla

Aditya Birla India GenNext fund

By Rajendra

Apr 22, 2023

image source -Unsplash

Scheme Analysis

Category 

Thematic

Inception

Ag 5, 2005

Benchmark

Nifty Consumption

Scribbled Arrow

AUM  - 3,258 Cr

Fund Manager

Chanchal Khandelwal & Dhaval Joshi

Thick Brush Stroke

Aditya Birla India GenNext Fund

Top 5 Holding

ITC

ICICI Bank

Hind Unilever

HDFC Bank

Bharti Airtel

6.91

6.30

3.89

3.80

3.44

Total  -  24.34

GenNext Fund seeks to invest in such companies that are in products or services, which cater to the young consumers, or companies

Bank

FMCG

Consumer Durable

Top 5 Sector

17.70

10.81

8.64

8.32

6.19

Retailing

Automobile

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

2.45%

25.60%

12.09%

Birla India GenNext Fund

fund manager will follow 'controlled diversification'. Care would be taken to avoid over-diversification.

Thick Brush Stroke

SIP Performance

Exit Load

upto 30 Days - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,784

43,417

83,047

Returns

-3.32%

12.58%

12.98%

Monthly SIP of 1,000

Aditya Birla GenNext Fund

A monthly SIP of Rs 10,000 since inception, would have grown to Rs 1.01 Crore.