Mutual Fund Research

Aditya Birla SL India GenNext Fund(G)

As on Feb-23-2024 change fund
181.01  up0.02 (0.01%)

fund objective

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 as Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services,they should be engaged inmanufacturing of products or rendering of services that go directly to the consumer, the products and services should have distinct brand identity, thereby enabling choice.


Investors understand that their principal will be at very high risk

5-Years History
financial year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 22-Feb-2024)68.50110.53132.48135.73180.99
Net Assets(Rs Crores) (as on 22-Feb-2024) 1178.85 1937.02 2618.61 3258.66 4612.31
Scheme Returns(%)(Absolute)-16.9766.3118.941.5332.75
B'mark Returns(%)(Absolute)NANANANANA
Category Rank15/3521/4726/5752/7654/87
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ITC Ltd.5.12 
ICICI Bank Ltd.4.99 
Bharti Airtel Ltd.4.00 
HDFC Bank Ltd.3.98 
Tata Motors Ltd. - DVR Ordinary3.11 
Hindustan Unilever Ltd.3.04 
Avenue Supermarts Ltd.2.55 
Axis Bank Ltd.2.53 
Maruti Suzuki India Ltd.2.41 
TVS Motor Company Ltd.2.38 


Sector Funds

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Chanchal Khandelwal

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private14.61
Household & Personal Products10.31
Consumer Food5.54
Breweries & Distilleries4.96
Pharmaceuticals & Drugs4.46
Automobiles - Passenger Cars4.25
Telecommunication - Service Provider4.00
Automobile Two & Three Wheelers3.50

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20054,612.3132.1817.8718.6918.8916.88
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-20132,000.7734.3824.9319.6117.7916.32
Nippon India Consumption Fund(G)Large-Growth 30-Sep-2004672.9836.7924.0122.2816.4015.67
ICICI Pru Bharat Consumption Fund(G)Large-Growth 12-Apr-20192,209.8741.0122.22NANA17.69
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20113,093.8137.8521.2619.2518.3917.29
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20151,841.6639.0219.8617.01NA17.24
Mahindra Manulife Consumption Fund-Reg(G)Large-Growth 13-Nov-2018135.7138.1619.4115.49NA13.76
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-20181,178.0336.5218.2920.62NA19.87
Sundaram Consumption Fund(G)Large-Growth 12-May-20061,363.7335.2318.1115.9517.1912.50
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-20091,340.1335.2717.6420.1319.9316.59
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007557.2932.0315.6215.2413.0510.04
Kotak Consumption Fund-Reg(G)Large-Growth 16-Nov-2023487.99NANANANA7.19
HSBC Consumption Fund-Reg(G)Large-Growth 31-Aug-20231,121.98NANANANA20.15
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