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Aditya Birla Sun Life India GenNext Fund - Direct Plan

An Open-ended growth scheme with the objective to target growth of capital by investing 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). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• investments in equity and equity related securities of companies that are expected to benefit from the rising consumption patterns in India fuelled by high disposable incomes

Fund Info

Scheme Class	Equity
Scheme Category	Equity - Consumption
Expense Ratio	0.75%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 5,786
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-30) days. No Exit load, if redeemed after 30 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Great Consumer Fund - Direct Plan	1000	1000	18.46%
Tata India Consumer Fund - Direct Plan	1000	1000	19.17%
SBI Consumption Opportunities Fund - Direct Plan	0	0	19.88%

Top 10 Holdings

Company	Holding Type	Asset(%)
ITC Ltd	Equity	5
Bharti Airtel Ltd	Equity	4
ICICI Bank Ltd	Equity	4
Trent Ltd	Equity	4
HDFC Bank Ltd	Equity	4
Maruti Suzuki India Ltd	Equity	3
Tata Motors Ltd Class A	Equity	3
Avenue Supermarts Ltd	Equity	3
Hindustan Unilever Ltd	Equity	3
Mahindra & Mahindra Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Collateral	1
Cash - Repurchase Agreement	1
Cash	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	32
Consumer Defensive	27
Financial Services	19
Healthcare	6
Communication Services	6

Fund Manager

Chanchal Khandelwal

9+ years of experience

Dhaval Joshi

1+ years of experience

Birla Sun Life Mutual Fund

AUM₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

care.mutualfunds@adityabirlacapital.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m