Aditya Birla Sun Life Consumption Fund-Growth Option
AUM:
₹ 6,322.31 Cr
Expense Ratio
1.83%
Benchmark
NIFTY India Consumption TRI
ISIN
INF209K01447
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-Growth Option | -2.38 | 15.51 | 20.82 |
| Nifty India Consumption TRI | 0.56 | 17.59 | 20.7 |
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
223.77
Last change
0.32 (0.143%)
Fund Size (AUM)
₹ 6,322.31 Cr
Performance
16.69% (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 (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.2 |
| ZOMATO LIMITED EQ | 4.9 |
| ITC LIMITED EQ NEW FV RE.1/- | 4.33 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.09 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.68 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.54 |
| AVENUE SUPERMARTS LIMITED EQ | 2.89 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.89 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 2.87 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 2.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 22.85 |
| Consumer Services | 17.99 |
| Financial Services | 17.9 |
| Automobile and Auto Components | 15.03 |
| Consumer Durables | 10.24 |
| Telecommunication | 5.2 |
| Healthcare | 4.95 |
| Services | 1.77 |
| Construction Materials | 1.14 |
| Diversified | 0.68 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| ABSL Consumption FundGr | 20.82 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Sundaram Consumption Reg Gr | 19.59 |
| ICICI Pru Bharat Consumption Gr | 20.76 |
| Tata India Consumer Reg Gr | 20.34 |
| Mirae Asset Great Consumer Reg Gr | 22.05 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.12 |
| HDFC Non-Cyclical Consumer Fund Gr | 0.0 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 20.16 |