Be a part of India’s rising consumption story!

Aditya Birla Sun Life India GenNext Fund

(An open ended Equity scheme following Consumption theme)

would have grown to

Monthly SIP of ₹1.30 Crores TODAY!
₹10,000
started 18 years# ago,

₹18.29 Lakhs in 18 years#

Investment of ₹1 Lakh

grew to
#
Inception Date: August 05, 2005

What will drive India’s consumption story?

A large number of young Rising income level likely to Increase in high value
Indians are joining workforce increase spending power consumption

Scan QR code
to know more about the fund
 Scheme Performance Summary
Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth Option NAV as on March 31, 2024: ₹182.98
Fund Manager: Mr. Chanchal Khandelwal (since August 26, 2015) and Mr. Dhaval Joshi (since November 21, 2022)
CAGR % Returns
Particulars
Since Inception 5 Years 3 Years 1 Year
Aditya Birla Sun Life India GenNext Fund 16.85% 17.27% 18.28% 34.70%
B: NIFTY India Consumption TRI NA 17.17% 20.70% 42.95%
AB: S&P BSE SENSEX TRI 14.33% 15.10% 15.57% 26.66%
Current Value of Standard Investment of ₹10,000 invested (in ₹)
Aditya Birla Sun Life India GenNext Fund 1,82,980 22,217 16,555 13,481
B: NIFTY India Consumption TRI NA 22,098 17,568 14,267
AB: S&P BSE SENSEX TRI 1,21,687 20,205 15,423 12,650
Inception date: Aug 05, 2005
Past performance may or may not be sustained in future. The above performance is of Regular Plan - Growth Option. Kindly note that different plans have different expense structure. Returns for dividend option
would assume reinvestment of dividends declared, net of dividend distribution tax, if any, at the then prevailing NAV. Load and Taxes are not considered for computation of returns. When scheme/additional
benchmark returns are not available, they have not been shown. Total Schemes managed by Mr. Chanchal Khandelwal is 4. Total Schemes managed by Mr. Dhaval Joshi is 51.

PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY Mr. CHANCHAL KHANDELWAL

Fund Manager: Mr. Chanchal Khandelwal
CAGR % Returns
Scheme Names 5 Years 3 Years 1 Year
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Aditya Birla Sun Life MNC Fund 8.38% 15.65% 7.87% 18.24% 32.08% 36.84%
Aditya Birla Sun Life Equity Hybrid '95 Fund 11.54% 14.08% 12.96% 14.06% 28.71% 27.20%
Aditya Birla Sun Life Special Opportunities Fund NA NA 18.10% 19.34% 42.71% 40.42%
Note:
a. Mr. Chanchal Khandelwal manages 4 open-ended schemes of Aditya Birla Sun Life Mutual Fund.
b. Different plans shall have a different expense structure. The performance details provided herein are Regular Plan - Growth Option.

PERFORMANCE OF OTHER OPEN ENDED SCHEME MANAGED BY MR. DHAVAL JOSHI

Fund Manager: Mr. Dhaval Joshi
CAGR % Returns
Scheme Names 5 Years 3 Years 1 Year
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Aditya Birla Sun Life Bal Bhavishya Yojna 10.14% 17.19% 10.67% 19.32% 33.69% 40.75%
Aditya Birla Sun Life Infrastructure Fund 20.88% 22.74% 28.27% 28.27% 58.13% 65.67%
Aditya Birla Sun Life Equity Advantage Fund 13.94% 19.46% 12.83% 21.81% 34.98% 46.28%
Aditya Birla Sun Life Midcap Fund 16.74% 23.31% 21.78% 26.56% 46.38% 57.93%
Aditya Birla Sun Life Dividend Yield Fund 19.62% 17.19% 26.48% 19.32% 47.34% 40.75%
Aditya Birla Sun Life Banking & Financial Services Fund 11.19% 11.55% 14.97% 11.03% 30.27% 17.52%
Note:
a. Mr. Dhaval Joshi manages 51 open-ended schemes of Aditya Birla Sun Life Mutual Fund.
b. Different plans shall have a different expense structure. The performance details provided herein are Regular Plan - Growth Option.

SIP PERFORMANCE - REGULAR PLAN - GROWTH (ASSUMING SIP OF ₹10,000 PER MONTH)
Fund Managers: Mr. Chanchal Khandelwal & Mr. Dhaval Joshi
Particulars Since Inception 5 Years 3 Years 1 Year
Total Amount Invested (in ₹) 22,40,000 6,00,000 3,60,000 1,20,000
Market Value of amount Invested 1,30,66,950 9,78,720 4,68,563 1,36,972
Scheme Returns (CAGR) 16.62% 19.73% 18.00% 27.73%
B: NIFTY India Consumption TRI Returns (CAGR) NA 21.23% 22.58% 39.75%
AB: S&P BSE SENSEX Returns (CAGR) 13.66% 17.75% 15.82% 24.09%
The fund's inception date is August 05, 2005, and the initial SIP installment is considered to have been made on that date. Subsequent installments occur on the first day of every following month. Past Performance
may or may not be sustained in the future.

PRODUCT LABEL
Name of Scheme This product is suitable for investors who are seeking*: Riskometer Benchmark Riskometer
NIFTY India Consumption TRI

Aditya Birla Sun Life India GenNext Fund • Long term capital growth Moderate Moderately Moderate Moderately

(An open ended equity scheme following • Investments in equity and equity related securities of Low to
High
High Low to
High
High

companies that are expected to benefit from the rising

Moderate Moderate
Consumption theme)
consumption patterns in India fuelled by high disposable Low Very High Low Very High

incomes RISK0METER RISK0METER

Investors understand that their principal Benchmark Riskometer
will be at Very High risk is at Very High risk

*Investors should consult their financial advisors if in doubt whether the product is suitable for them.

Data as on March 31, 2024 | B: Benchmark | AB: Additional Benchmark

Contact your financial advisor for further details OR Visit - www.mutualfund.adityabirlacapital.com Follow us at

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.