Investment Objective - 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.
Name | Assets (%) | Sector | Instrument |
---|---|---|---|
5.20 | Equity | ||
4.90 | Equity | ||
4.33 | Equity | ||
4.09 | Equity | ||
3.68 | Equity | ||
3.54 | Equity | ||
2.89 | Equity | ||
2.89 | Equity | ||
2.87 | Equity | ||
2.82 | Equity |
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
---|---|---|---|---|---|---|---|---|---|
Fund Returns (%) | -1.41 | 0.61 | 3.49 | 5.23 | 9.11 | 7.61 | 14.75 | 7.11 | 7.29 |
Category Average (%) | -1.27 | 1.09 | 2.50 | 9.60 | -2.25 | 10.22 | 9.82 | NA | 14.69 |
Rank within Category | 781 | 575 | 354 | 833 | 873 | 535 | 405 | 316 | 786 |
* Returns over 1 year are CAGR
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
23.31 | 29,718 | -0.94 | 1.13 | 1.39 | 8.12 | -9.55 | 12.23 | 21.93 | NA | 13.48 | 1.58 | |
61.24 | 14,734 | -3.56 | -0.89 | -12.21 | -6.19 | -17.30 | 5.80 | 9.93 | 6.34 | 13.46 | 1.74 | |
19.31 | 13,643 | -1.13 | 0.73 | 2.99 | 11.17 | -5.39 | 13.38 | NA | NA | 15.09 | 1.70 | |
11.13 | 11,537 | -1.36 | 2.68 | 6.25 | 12.68 | -2.14 | NA | NA | NA | 8.20 | 1.74 | |
46.19 | 11,520 | -3.94 | -0.54 | -4.35 | 1.64 | -12.75 | 15.79 | 20.22 | NA | 17.00 | 1.67 | |
10.20 | 10,123 | NA | 2.20 | 1.29 | 7.48 | -0.68 | NA | NA | NA | 1.70 | 1.73 | |
30.98 | 9,688 | -1.05 | -0.39 | -1.02 | 8.40 | -14.96 | -2.68 | 6.47 | 1.17 | 6.84 | 1.81 | |
10.55 | 9,412 | -0.27 | 1.78 | 0.46 | 7.79 | -10.09 | NA | NA | NA | 3.48 | 1.79 | |
38.48 | 8,371 | -0.55 | 0.93 | 0.47 | 10.77 | 7.81 | 18.83 | 23.67 | 15.55 | 13.60 | 1.79 | |
119.39 | 8,357 | -1.80 | -1.84 | 1.20 | 3.99 | -10.08 | 16.12 | 11.72 | 4.10 | 12.34 | 1.80 |
Over the past
Total investment of ₹5000
Would have become ₹4,424 (-11.52%)
Ms. Chanchal Khandelwal has done B.Com.(H) from Shri Ram College of Commerce (Delhi) and MBA(Finance) from Xavier Institute of Management, Bhubaneshwar. Prior to joining BSLAMC,he has worked with Aditya Birla Retail Limited(February 2007- May 2008) and Aditya Birla Management Corporation Ltd. (December 2005- February 2007).
View MoreHere is the list of funds managed by Chanchal Khandelwal
Scheme Name(IDCW Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
---|---|---|---|---|---|
Hybrid - Aggressive | 177.04 | 7,372 | -8.08 | 9.57 | |
Equity - Sectoral/Thematic | 41.26 | 6,324 | -11.52 | 14.75 | |
Equity - Sectoral/Thematic | 239.24 | 3,713 | -5.10 | 10.31 | |
Solution Oriented - Children | 17.41 | 1,116 | -10.17 | 11.24 | |
Equity - Sectoral/Thematic | 15.47 | 605 | -18.32 | NA | |
Solution Oriented - Retirement | 15.38 | 114 | -5.11 | 8.61 |
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
163.69 | 59,643 | NA | NA | NA | NA | NA | -0.01 | NA | NA | 1.76 | 0.23 | |
118.60 | 59,643 | -5.91 | -5.55 | -10.37 | -14.24 | -17.45 | -6.60 | -2.65 | 1.70 | 0.80 | 0.35 | |
12.15 | 28,109 | 0.14 | 0.55 | 0.80 | 3.75 | 1.66 | -1.05 | -0.92 | 1.78 | 0.68 | 0.51 | |
103.83 | 27,665 | -0.05 | 0.01 | 0.00 | -0.03 | 0.00 | 0.02 | 0.01 | -0.00 | 0.17 | 0.27 | |
11.13 | 23,581 | -0.48 | -0.83 | -0.45 | -0.40 | -0.64 | 0.13 | 0.55 | 0.19 | 0.66 | 1.03 | |
165.44 | 22,962 | -1.42 | 0.74 | 0.87 | 8.78 | -8.76 | 9.96 | 14.01 | 5.87 | 10.94 | 1.67 |