Birla Sun Life India GenNext Fund (Equity, Others)

79.55
18.27%
NA
2
Capital Appreciation
Long Term Horizon
High
2.61%
12 yrs 5 months05 Aug 2005
₹ 700.12 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

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).

Scheme Documents

TenureReturns (CAGR)
YTD
36.57
1 Month
3.54
3 Month
3.43
1 YR
33.91
2 YR
24.49
3 YR
17.28
TenureReturns (CAGR)
1 YR
28.83
2 YR
25.94
3 YR
20.62
5 YR
22.41
10 YR
20.24

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.14
Maruti Suzuki India Ltd.4.78
ICICI Bank Ltd.4.05
Century Textiles & Inds. Ltd.3.64
Indusind Bank Ltd.3.48
Eicher Motors Ltd.3.32
ITC Ltd.3.19
Kotak Mahindra Bank Ltd.2.58
Apollo Hospitals Enterprise Ltd.2.57
Whirlpool Of India Ltd.2.51

Top Sectoral Holdings

Sector Name% Assets
Financial32.77
FMCG19.37
Healthcare10.03
Automobile9.22
Cons Durable6.68
Construction6.08
Diversified3.64
Services3
Chemicals2.86
Energy2.63

Indicators

Portfolio turnover ratio17
Standard Deviation13.86%
Beta0.88%
Sharpe Ratio0.89

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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