SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Birla Sun Life Mutual Fund > Birla Sun Life India GenNext Fund (G)

Birla Sun Life India GenNext Fund (G)

PLAN: Regular OPTIONS: Growth
49.170 0.13 (0.27%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Diversified Equity
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) up from Rank 4 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 2.4 6
3 mth 9.7 7
6 mth 26.4 16
1 year 48.6 80
2 year 24.3 70
3 year 32.0 9
5 year 20.6 3

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.3 15.2 8.8 - -
2013 -8.6 6.3 -3.8 7.6 3.9
2012 15.8 0.4 13.1 10.4 47.2
2011 -8.1 8.2 -9.2 -5.7 -15.1
2010 2.6 7.4 17.8 -3.5 27.7
2009 -5.4 35.0 16.4 5.6 57.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.4 9.7 26.4 48.6 24.3 32.0 20.6
Category avg -0.7 3.6 14.8 40.4 18.1 10.9 5.1
Difference of Fund returns and Category returns 3.1 6.1 11.6 8.2 6.2 21.1 15.5
Best of category 7.5 10.9 33.4 78.3 45.9 42.8 23.0
Worst of category -4.5 -11.7 -7.0 6.8 8.1 9.8 -7.5
Benchmark returns # -1.9 1.3 9.1 33.4 17.8 21.3 10.7
Difference of Fund returns and Benchmark returns 4.3 8.4 17.3 15.2 6.5 10.7 9.9
Birla Sun Life India GenNext Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: CNX NIFTY

Investment Info

Investment 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: 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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 12, 2005
Benchmark CNX NIFTY
Asset Size (Rs cr) 186.62 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Anil Shah
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% if redeemed within 365 Days from the date of allotment.

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 6.6 21.9 57.4 34.8 20.6
Reliance Equity Oppor - IP (G) Not Ranked
7.49 6.7 22.0 57.7 35.1 -7.5
HDFC Equity Fund (G) Rank 3
14,114.11 1.9 12.9 53.9 29.2 15.8
Franklin High Growth Cos (G) Rank 1
799.94 10.1 32.5 76.6 41.1 19.6
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 6.8 22.4 58.6 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 91.93
Others 0.26
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.80

View All

Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.