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Aditya Birla Sun Life India GenNext Fund - Regular Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹173.5700 -0.44%

As on 08-Dec-2023

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).

Returns

This fund's returns are currently better than the category average.

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More

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Calculate SIP Returns of Aditya Birla Sun Life India GenNext Fund - Regular Plan

Upfront Investment

₹

Monthly SIP Amount

₹

Investment Duration

years
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Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

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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.

Portfolio of Aditya Birla Sun Life India GenNext Fund - Regular Plan

This fund's portfolio is largely conservative

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More

Asset Allocation

Split between different types of investments

Market Cap Weightage

Split between categories of Equity investments

Portfolio Breakdown arrow

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Peer Comparison

This fund compares better than its peers in most aspects.

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Other details of Aditya Birla Sun Life India GenNext Fund - Regular Plan

Assets info

₹4,377 Cr

Exit Load (Days) info

1.00 (30)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

More Details arrow

Latest news on Aditya Birla Sun Life India GenNext Fund - Regular Plan

dividend-announcement-under-aditya-birla-sl-india-gennext-fund

Dividend Announcement under Aditya Birla SL India GenNext Fund

1 min read•By News Desk

exit-load-change-in-schemes-of-aditya-birla-sun-life-mutual-fund

Exit Load change in Schemes of Aditya Birla Sun Life Mutual Fund

1 min read

fund-manager-change-in-schemes-of-aditya-birla-sun-life-mutual-fund

Fund Manager Change in schemes of Aditya Birla Sun Life Mutual Fund

1 min read

dividend-declared-in-aditya-birla-sun-life-mutual-fund

Dividend Declared in Aditya Birla Sun Life Mutual Fund

1 min read

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FAQ for Aditya Birla Sun Life India GenNext Fund - Regular Plan

Aditya Birla Sun Life India GenNext Fund 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 - Regular 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 - Regular Plan is ₹173.5700 as of 11-Dec-2023.

The AUM of Aditya Birla Sun Life India GenNext Fund - Regular Plan Fund is ₹4,377 Cr as of 30-Nov-2023

The riskometer level of Aditya Birla Sun Life India GenNext Fund - Regular Plan is Very High. See More

Company Percentage of Portfolio
ITC
5.80
ICICI Bank
4.78
HDFC Bank
4.47
Bharti Airtel
3.66
Hindustan Unilever
3.14
See More

As of 30-Nov-2023, Aditya Birla Sun Life India GenNext Fund - Regular Plan had invested 98.73% in Equity, 1.26% in Cash & Cash Eq. and 0.01% in Debt See More

Aditya Birla Sun Life India GenNext Fund - Regular Plan is 18 years 4 months old. It has delivered 16.82% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
17.52%
19.70%
17.48%
16.59%
18.08%
16.82%

No, There is no lock in period in Aditya Birla Sun Life India GenNext Fund - Regular Plan.

The expense ratio of Aditya Birla Sun Life India GenNext Fund - Regular Plan is 1.91.

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