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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹220.0600 0.42%
As on 19-Mar-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life India GenNext Fund - Direct Plan
|
|
|
Very High
|
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0.86 |
|
 |
|
Very High
|
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0.47 |
||
|
|
Very High
|
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1.11 |
||
|
|
Very High
|
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1.04 |
||
 |
|
Very High
|
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0.58 |
₹5,267 Cr
1.00 (30)
1,000
1
100
6
Investment Strategy
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).
Suitability
This is a fund that invests mainly in the shares of consumer-facing companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other consumption-themed fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
Aditya Birla Sun Life India GenNext Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life India GenNext Fund - Direct Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life India GenNext Fund - Direct Plan is ₹220.0600 as of 20-Mar-2025.
The AUM of Aditya Birla Sun Life India GenNext Fund - Direct Plan Fund is ₹5,267 Cr as of 28-Feb-2025
The riskometer level of Aditya Birla Sun Life India GenNext Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.19
|
|
|
4.67
|
|
|
4.39
|
|
|
3.66
|
|
|
3.44
|
As of 28-Feb-2025, Aditya Birla Sun Life India GenNext Fund - Direct Plan had invested 99.68% in Equity and 0.32% in Cash & Cash Eq. See More
Aditya Birla Sun Life India GenNext Fund - Direct Plan is 12 years 2 months old. It has delivered 17.00% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
10.46%
|
14.93%
|
24.47%
|
15.54%
|
14.73%
|
17.00%
|
No, There is no lock in period in Aditya Birla Sun Life India GenNext Fund - Direct Plan.
The expense ratio of Aditya Birla Sun Life India GenNext Fund - Direct Plan is 0.86.
