Birla Sun Life India GenNext Fund (Equity, Others)

High
12 yrs 7 monthsStarted on:05 Aug 2005
₹ 766.84 Cras on: 16 Feb 2018
Long Term Horizon
2.61%
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 Month1.62
1 YR21.37
2 YR27.02
3 YR12.99

SIP Returns

TenureReturns (CAGR)
1 YR11.16
2 YR18.81
3 YR17.07
5 YR20.06
10 YR19.47

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.23
Maruti Suzuki India Ltd.4.97
ICICI Bank Ltd.4.37
Century Textiles & Inds. Ltd.3.62
Indusind Bank Ltd.3.45
ITC Ltd.3.18
Eicher Motors Ltd.2.81
Yes Bank Ltd.2.72
Kotak Mahindra Bank Ltd.2.69
Housing Development Finance Corpn. Ltd.2.61

Top Sectoral Holdings

Sector Name% Assets
Financial33.24
FMCG18.53
Healthcare9.33
Automobile8.82
Cons Durable6.4
Construction5.59
Diversified3.62
Services2.86
Chemicals2.72
Energy2.5

Indicators

LabelValue
Portfolio turnover ratio16
Standard Deviation13.55%
Beta0.87%
Sharpe Ratio0.84

Anil Shah,Chanchal Khandelwal

Mr.Shah is a B.com, CA and a cost accountantMr. 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 BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.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) .
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