3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
5.52%
|
-15.41% |
| 2 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
5.45%
|
-15.34% |
| 3 | Mahindra & Mahindra
INE101A01026 |
Consumer Cyclical Auto Manufacturers |
India |
4.35%
|
-19.10% |
| 4 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
3.60%
|
-1.93% |
| 5 | Maruti Suzuki
INE585B01010 |
Consumer Cyclical Auto Manufacturers |
India |
3.42%
|
-21.55% |
| 6 | ITC
INE154A01025 |
Consumer Defensive Tobacco |
India |
3.28%
|
-26.33% |
| 7 | TVS Motors
INE494B01023 |
Consumer Cyclical Auto Manufacturers |
India |
3.08%
|
-11.30% |
| 8 | Trent
INE849A01020 |
Consumer Cyclical Apparel Retail |
India |
2.98%
|
-4.97% |
| 9 | Avenue Supermarts DMart
INE192R01011 |
Consumer Defensive Discount Stores |
India |
2.67%
|
+5.41% |
| 10 | Hindustan Unilever
INE030A01027 |
Consumer Defensive Household & Personal Products |
India |
2.51%
|
-7.60% |
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.
Fund manager(s): Chanchal Khandelwal
Exit load: Exit load of 1%, if redeemed within 30 days.