This document summarizes an equity scheme that aims to invest in companies expected to benefit from rising consumption in India fueled by high disposable incomes of younger generations. The open-ended scheme has a face value of Rs. 10 per unit and minimum investment of Rs. 5000. As of July 2013, 95.23% of its assets were invested in equity and 4.77% in cash. Top sectors were FMCG, financial services, and healthcare.

1. By Sujata Verma

2. The scheme aims to invest 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).

3.  Structure : Open Ended
Equity Scheme
 Inception Date : July 13, 2005
 Plans and Options under the Plan : Dividend and
Growth Option.
 Face Value (Rs/Unit) : Rs. 10
 Minimum Investment : Rs.5000.

4. o Equity : 95.23
o Debt : 0.00
o Cash & Cash Eq. : 4.77
o Commodities : 0.00

5. As on 31/7/13 %Net Asset
FMCG 20.63
Financial 20.08
Services 14.49
Healthcare 9.59
Automobile 8.42
Communication 6.06
Construction 5.50
Textiles 3.26
Engineering 3.25
Chemicals 2.44
Technology 0.90
Energy 0.60

6. Name of Holdings Instrument % Net Asset
HDFC Equity 3.78
ITC Equity 3.63
HDFC Bank Equity 3.24
Idea Cellular Equity 2.99
Zee Entertainment Ent. Equity 2.92
United Spirits Equity 2.81
Ipca Laboratories Equity 2.75
ICICI Bank Equity 2.68
Sun Pharmaceuticals
Inds.
Equity 2.67
Maruti Suzuki India Equity 2.53

7. Investors who are seeking
 Long term capital growth
 Investments in equity and equity related securities of
companies
 High risk

8. Focus on companies comprising distinct features
like -
 Strong Pricing Power
 Visibility of Cash Flows
 Innovations in Products and Services
 Insulated from cyclical economic movements

9. THANK YOU !