Aditya Birla Sun Life Consumption Fund Growth

About Fund

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.

The Aditya Birla Sun Life Consumption Fund Growth has an AUM of 6153.88 crores & has delivered CAGR of 8.68 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.56%. The minimum investment in Aditya Birla Sun Life Consumption Fund Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The fund has a present cash holding of %. The top holdings of the fund include Eternal, Bharti Airtel, Mahindra & Mahindra Ltd, TVS Motor Company.

The major sectors where the fund is invested are Auto & Truck Manufacturers, Regional Banks, Food Processing, Computer Services.

Some of the similar funds are Tata India Consumer Fund Regular Growth, ICICI Prudential Bharat Consumption Fund Regular Growth, Mirae Asset Great Consumer Regular Growth, Aditya Birla Sun Life Consumption Fund Growth, SBI Consumption Opportunities Fund Regular Plan Growth. Aditya Birla Sun Life Consumption Fund Growth has a sharpe ratio of 0.24 & a standard deviation of 15.58%.