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Aditya Birla Sun Life Consumption Fund -Regular - IDCW

Category: Equity: Thematic-Consumption Launch Date: 05-08-2005
AUM:

₹ 6,085.41 Cr

Expense Ratio

1.95%

Benchmark

Nifty India Consumption TRI

ISIN

INF209K01439

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Mr. Chanchal Khandelwal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Aditya Birla Sun Life Consumption Fund -Regular - IDCW -10.8 6.03 6.7
Nifty India Consumption TRI -9.12 10.03 9.71
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
33.94
Last change
0.2 (0.5893%)
Fund Size (AUM)
₹ 6,085.41 Cr
Performance
14.26% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The objective of the scheme is 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 servicesshould have distinct brand identity, thereby enabling choice.

Fund Manager
Mr. Chanchal Khandelwal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ZOMATO LIMITED EQ 7.05
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 5.12
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 4.57
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 3.83
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.82
MARUTI SUZUKI INDIA LIMITED EQ 3.39
TITAN COMPANY LIMITED EQ NEW Re.1/- 3.02
TRENT LIMITED EQ NEW FV Re. 1/- 2.93
ITC LIMITED EQ NEW FV RE.1/- 2.77
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 2.77

Sector Allocation

Sector Holdings (%)
Consumer Services 25.06
Fast Moving Consumer Goods 23.48
Automobile and Auto Components 15.28
Financial Services 12.93
Consumer Durables 9.37
Telecommunication 5.12
Healthcare 3.5
Services 1.51
Capital Goods 1.06
Realty 0.85

Peer Comparison

Scheme Name 5Y (%)
ABSL Consumption Fund Reg IDCW 6.7