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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 14.3% | 22.8% | 13.3% | 14.7% | ||||
Category Average | 9.8% | 21.4% | 12.8% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
HDFC Bank | Banks | Equity | 10.9% |
ICICI Bank | Banks | Equity | 8.67% |
Infosys | IT - Software | Equity | 6.05% |
Reliance Industr | Refineries | Equity | 5.34% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 4.57% |
Axis Bank | Banks | Equity | 3.49% |
Bharti Airtel | Telecomm-Service | Equity | 3.05% |
St Bk of India | Banks | Equity | 2.73% |
M & M | Automobile | Equity | 2.51% |
ITC | Tobacco Products | Equity | 2.4% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 2.25% |
HCL Technologies | IT - Software | Equity | 2.02% |
Bajaj Finance | Finance | Equity | 2% |
NTPC | Power Generation & Distribution | Equity | 2% |
UltraTech Cem. | Cement | Equity | 1.77% |
SBI Life Insuran | Insurance | Equity | 1.73% |
Tata Motors | Automobile | Equity | 1.6% |
Titan Company | Diamond, Gems and Jewellery | Equity | 1.42% |
Crompton Gr. Con | Consumer Durables | Equity | 1.32% |
DLF | Realty | Equity | 1.3% |
Cholaman.Inv.&Fn | Finance | Equity | 1.25% |
Cipla | Pharmaceuticals | Equity | 1.17% |
Maruti Suzuki | Automobile | Equity | 1.16% |
Bandhan Bank | Banks | Equity | 1.14% |
Godrej Consumer | FMCG | Equity | 1.13% |
Kotak Mah. Bank | Banks | Equity | 1.12% |
Dabur India | FMCG | Equity | 0.97% |
TVS Motor Co. | Automobile | Equity | 0.9% |
Hindalco Inds. | Non Ferrous Metals | Equity | 0.88% |
Akzo Nobel | Paints/Varnish | Equity | 0.86% |
Emami | FMCG | Equity | 0.86% |
Apollo Hospitals | Healthcare | Equity | 0.84% |
Sanofi India | Pharmaceuticals | Equity | 0.83% |
Interglobe Aviat | Air Transport Service | Equity | 0.77% |
Bank of Baroda | Banks | Equity | 0.75% |
Coforge | IT - Software | Equity | 0.74% |
Hind. Unilever | FMCG | Equity | 0.74% |
ACC | Cement | Equity | 0.72% |
Bayer Crop Sci. | Agro Chemicals | Equity | 0.68% |
Britannia Inds. | FMCG | Equity | 0.66% |
Tata Steel | Steel | Equity | 0.65% |
Shriram Finance | Finance | Equity | 0.64% |
ICICI Pru Life | Insurance | Equity | 0.63% |
United Spirits | Alcoholic Beverages | Equity | 0.52% |
Jio Financial | Finance | Equity | 0.52% |
B P C L | Refineries | Equity | 0.49% |
Siemens | Capital Goods - Electrical Equipment | Equity | 0.49% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.48% |
LTIMindtree | IT - Software | Equity | 0.48% |
Samvardh. Mothe. | Auto Ancillaries | Equity | 0.45% |
Gland Pharma | Pharmaceuticals | Equity | 0.45% |
HDFC Life Insur. | Insurance | Equity | 0.44% |
Bosch | Auto Ancillaries | Equity | 0.41% |
Zee Entertainmen | Entertainment | Equity | 0.4% |
FSN E-Commerce | E-Commerce/App based Aggregator | Equity | 0.4% |
Sona BLW Precis. | Auto Ancillaries | Equity | 0.38% |
Bharat Forge | Castings, Forgings & Fastners | Equity | 0.37% |
Cummins India | Capital Goods-Non Electrical Equipment | Equity | 0.35% |
O N G C | Crude Oil & Natural Gas | Equity | 0.35% |
Timken India | Bearings | Equity | 0.35% |
Jubilant Food. | Quick Service Restaurant | Equity | 0.34% |
Phoenix Mills | Realty | Equity | 0.33% |
Whirlpool India | Consumer Durables | Equity | 0.32% |
SBI Cards | Finance | Equity | 0.3% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 0.29% |
One 97 | E-Commerce/App based Aggregator | Equity | 0.28% |
Honeywell Auto | Electronics | Equity | 0.27% |
Aditya Birla Cap | Finance | Equity | 0.26% |
Tech Mahindra | IT - Software | Equity | 0.22% |
Tata Comm | Telecomm-Service | Equity | 0.21% |
ICICI Lombard | Insurance | Equity | 0.21% |
Ambuja Cements | Cement | Equity | 0.21% |
Bharti Airtel PP | Telecomm-Service | Equity | 0.2% |
Zomato Ltd | E-Commerce/App based Aggregator | Equity | 0.2% |
Bharat Electron | Electronics | Equity | 0.2% |
Container Corpn. | Logistics | Equity | 0.18% |
Vedant Fashions | Retail | Equity | 0.16% |
TCS | IT - Software | Equity | 0.09% |
Sectors | Asset |
---|---|
Banks | 28.32% |
IT-Software | 8.4% |
Petroleum Products | 6.29% |
Automobiles | 5.76% |
Finance | 4.95% |
Pharmaceuticals & Biotech | 4.61% |
Construction | 4.47% |
Consumer Durables | 3.76% |
Telecom-Services | 3.57% |
Diversified FMCG | 3.25% |
Insurance | 3.01% |
Personal Products | 2.89% |
Cement & Cement Products | 2.82% |
Power | 1.95% |
Debt | 1.89% |
Realty | 1.64% |
Auto Components | 1.41% |
Industrial Products | 1.17% |
Others | 0.99% |
Non-Ferrous Metals | 0.87% |
Transport Services | 0.86% |
Healthcare Services | 0.79% |
Leisure Services | 0.75% |
Food Products | 0.7% |
Retailing | 0.69% |
Ferrous Metals | 0.64% |
Fertilisers & Agrochemica | 0.62% |
Beverages | 0.52% |
Electrical Equipments | 0.49% |
Entertainment | 0.38% |
Aerospace & Defense | 0.37% |
Oil | 0.35% |
Industrial Manufacturing | 0.29% |
Cash & Others | 0.28% |
Financial Technology (Fin | 0.26% |
Advance Ratio
Exit Load
Exit Load | 1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment. |
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Fund Objective
The Aditya Birla Sun Life Frontline Equity Fund is an Open-ended Equity scheme under the Large-Cap category fund under the umbrella of the Birla Sun Life Mutual Fund House. This fund was launched on August 30, 2002. It has been benchmarked against the NIFTY 100 Total Return Index.
The asset allocation of the Aditya Birla Sun Life Frontline Equity fund comprises around 93.83% in equities, 1.88% in debts, and 4.3% in pure cash & other cash equivalents. Mr Mahesh Patil is managing this fund.
Pros and Cons
Pros |
Cons |
There is a larger quantity of assets under management within this fund category. | The expense ratio for managing the fund is relatively high. |
The 3Y returns of this fund are in the top 25% of the category | Its AUM had decreased by 810.2 crores in the last month. |
This fund beats the fixed deposit returns for both 3Y & 5Y. |
How to Invest in Aditya Birla Sun Life Frontline Equity?
The Aditya Birla Sun Life Frontline Equity Fund Direct Plan-Growth has no lock-in period, which facilitates the investment procedure. The turnover ratio of this fund, reflecting the proportionate change in stocks in the investment portfolio, is approximately 35.1%.
The process of investment in this fund is simple and can be accessed by any investor regardless of how many documents they can produce.
What is the expense ratio?
Any mutual fund’s expense ratio is a payment in compensation to be compulsorily made to the fund-managing company in exchange for its management services. The lower the expense ratio, the higher the investor’s profit margin.
Who should invest in Aditya Birla Sun Life Frontline Equity?
The Aditya Birla Sun Life Frontline Equity Fund is best suited for investors searching for a diversified equities fund that follows the S&P BSE 200 Index benchmark in its sectoral investments.
Although the fund has a palpable tilt in favour of investing in large-cap firms, this is not its only objective. Nevertheless, investors with a penchant for particularly large-cap funds will find this fund very useful.
Additionally, because it invests in well-established corporations’ equity and equity-related instruments, it is best suited for investors desiring long-term growth and capital appreciation.
This fund is recommended to investors looking for a growth-oriented approach to investment and accumulation of wealth for further capital gains in the future.
Benefits
● Investing primarily in India’s best-performing industries, this fund seeks to provide the investment portfolio with much-needed sustenance. As a result, it has maintained a solid track record for more than 12 years.
● The fund is solid. As of January 2023, it has assets in big-shots, the likes of ICICI Bank Ltd(9.04%), HDFC Bank Ltd(7.75%), Infosys Ltd(7.1%), Reliance Industries Ltd(5.75%), Axis Bank Ltd(4.3%). It’s easy to see why this fund is such a good option.
● The fund also has a diverse range of sectoral investments, ranging from Financial Services(37.89%), Technology (11.56%) up to Consumer Cyclical(9.2%) as of January 2023.
● Its portfolio has made predominant investments in equity and equity-related securities, which is 90.56% of the total assets available under it. Such an equity-oriented portfolio offers greater security against losses.
● The Aditya Birla Sun Life Frontline Equity fund has invested in money market instruments like cash to provide portfolio diversification and stable returns over the long term.
Fund Managers
Mahesh Patil
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Nippon India Large Cap Fund – Direct Growth- Equity .
- Large Cap .
-
- 15,855
-
22.3%Fund Size - 15,855
-
29.9%Fund Size - 15,855
-
15.4%Fund Size - 15,855
-
ICICI Pru Bluechip Fund – Direct Growth- Equity .
- Large Cap .
-
- 40,078
-
18.5%Fund Size - 40,078
-
24.7%Fund Size - 40,078
-
14.5%Fund Size - 40,078
-
Tata Large Cap Fund – Direct Growth- Equity .
- Large Cap .
-
- 1,593
-
14.4%Fund Size - 1,593
-
23.3%Fund Size - 1,593
-
13.6%Fund Size - 1,593
-
SBI BlueChip Fund – Direct Growth- Equity .
- Large Cap .
-
- 38,881
-
15%Fund Size - 38,881
-
23.3%Fund Size - 38,881
-
14.4%Fund Size - 38,881
-
Franklin India Bluechip Fund – Direct Growth- Equity .
- Large Cap .
-
- 6,769
-
12.6%Fund Size - 6,769
-
22.6%Fund Size - 6,769
-
11.4%Fund Size - 6,769
AMC Contact Details
Frequently Asked Questions
How to invest in Aditya Birla SL Frontline Equity Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Aditya Birla SL Frontline Equity Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Aditya Birla SL Frontline Equity Fund – Direct Growth ?
How to redeem Aditya Birla SL Frontline Equity Fund – Direct Growth holding ?
What is the minimum sip amount of Aditya Birla SL Frontline Equity Fund – Direct Growth?
What are the top sectors Aditya Birla SL Frontline Equity Fund – Direct Growth has invested in?
- Banks - 28.32%
- IT-Software - 8.4%
- Petroleum Products - 6.29%
- Automobiles - 5.76%
- Finance - 4.95%
Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Frontline Equity Fund – Direct Growth?
How much returns have Aditya Birla SL Frontline Equity Fund – Direct Growth generated ?
What is the expense ratio of Aditya Birla SL Frontline Equity Fund – Direct Growth ?
What is the AUM of Aditya Birla SL Frontline Equity Fund – Direct Growth?
What are the top stock holdings of Aditya Birla SL Frontline Equity Fund – Direct Growth?
- HDFC Bank - 10.9%
- ICICI Bank - 8.67%
- Infosys - 6.05%
- Reliance Industr - 5.34%
- Larsen & Toubro - 4.57%
How can I redeem my investments in Aditya Birla SL Frontline Equity Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Frontline Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.