Aditya Birla Sun Life India Gennext Fund

Review Date: 09-04-2025

Beginning of Analysis

Aditya Birla Sun Life India Gennext Fund is the 8th ranked fund in the Consumption Fund category. The category has total 12 funds. The Aditya Birla Sun Life India Gennext Fund has shown an average past performence in Consumption Fund. The fund has a Jensen Alpha of -1.4% which is lower than the category average of -0.11%, showing poor performance. The fund has a Sharpe Ratio of 0.46 which is lower than the category average of 0.53.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Consumption Mutual Funds are ideal for investors seeking to capitalize on the growth potential of the consumption-driven economy. These funds invest in companies across various sub-sectors like FMCG, retail, automobiles, and hospitality, offering exposure to a diverse range of consumption-related businesses. While they provide the potential for long-term growth and defensive characteristics, they also carry higher risks due to their concentrated exposure to the consumption sector. Investors should have a long-term investment horizon and a moderate to high risk tolerance to invest in these funds. Additionally, monitoring consumer spending patterns and economic trends is crucial for success.

Aditya Birla Sun Life India Gennext Fund Return Analysis

• The fund has given a return of 3.31%, -6.58 and -13.76 in last one, three and six months respectively. In the same period the category average return was 2.94%, -8.53% and -14.63% respectively.
• Aditya Birla Sun Life India Gennext Fund has given a return of 5.36% in last one year. In the same period the Nifty India Consumption TRI return was 5.87%. The fund has given 0.51% less return than the benchmark return.
• The fund has given a return of 13.78% in last three years and rank 10th out of 11 funds in the category. In the same period the Nifty India Consumption TRI return was 15.73%. The fund has given 1.95% less return than the benchmark return.
• Aditya Birla Sun Life India Gennext Fund has given a return of 22.99% in last five years and category average returns is 23.52% in same period. The fund ranked 5th out of ten funds in the category. In the same period the Nifty India Consumption TRI return was 20.47%. The fund has given 2.52% more return than the benchmark return.
• The fund has given a return of 14.7% in last ten years and ranked 4th out of seven funds in the category. In the same period the Nifty India Consumption TRI return was 12.95%. The fund has given 1.75% more return than the benchmark return.
• The fund has given a SIP return of -8.55% in last one year whereas category average SIP return is -9.54%. The fund one year return rank in the category is 5th in 14 funds
• The fund has SIP return of 12.7% in last three years and ranks 10th in 11 funds. Nippon India Consumption Fund has given the highest SIP return (15.61%) in the category in last three years.
• The fund has SIP return of 16.28% in last five years whereas category average SIP return is 17.56%.

Aditya Birla Sun Life India Gennext Fund Risk Analysis

• The fund has a standard deviation of 14.61 and semi deviation of 10.29. The category average standard deviation is 14.79 and semi deviation is 10.65.
• The fund has a Value at Risk (VaR) of -17.87 and a maximum drawdown of -19.9. The category average VaR is -19.44 and the maximum drawdown is -20.73. The fund has a beta of 0.87 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Consumption Fund Category

Good Performance in Consumption Fund Category

Poor Performance in Consumption Fund Category

Very Poor Performance in Consumption Fund Category