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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Aditya Birla Sun Life India GenNext Fund - Regular Plan
|
Very High
|
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1.85 |
|||
Very High
|
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2.00 |
||||
Very High
|
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1.98 |
||||
Very High
|
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1.97 |
||||
Very High
|
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1.85 |
₹6,052 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
Consumption funds are suitable for investors:
Note:
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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life India GenNext Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life India GenNext Fund - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life India GenNext Fund - Regular Plan, is ₹213.2800 as of 22-Jun-2025.
Company | Percentage of Portfolio |
---|---|
5.34
|
|
4.59
|
|
4.55
|
|
3.54
|
|
3.20
|
Over the past five years, Aditya Birla Sun Life India GenNext Fund - Regular Plan has delivered an annualised return of 21.91% as of 22-Jun-2025.
The minimum investment required to start investing in Aditya Birla Sun Life India GenNext Fund - Regular Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.