Comprehensive analysis of Aditya Birla SL India GenNext Fund - Direct (IDCW) (16807) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
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).
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Balanced Mix
Experienced Team
Neutral Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Fund management costs
Assets under management
Risk-adjusted returns
Market exposure level
This fund has outperformed its benchmark by 0.25% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecomm-Service | 5.58% |
| ITC Ltd | Tobacco Products | 4.37% |
| ICICI Bank Ltd | Banks | 4.26% |
| Eternal Ltd | E-Commerce/App based Aggregator | 4.15% |
| Trent Ltd | Retail | 3.33% |
| Mahindra & Mahindra Ltd | Automobile | 3.15% |
| Maruti Suzuki India Ltd | Automobile | 3.10% |
| HDFC Bank Ltd | Banks | 3.06% |
| Avenue Supermarts Ltd | Retail | 2.62% |
| Hindustan Unilever Ltd | FMCG | 2.40% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 3.38% | 0.21% | 17.40% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 3.04% | -0.47% | 16.56% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | -4.25% | 7.83% | 25.35% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 1.39% | 0.04% | 13.50% |
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