Aditya Birla SL Frontline Equity Fund – Direct Growth

Equity · Large Cap
 · ★★★
100
Min SIP
100
Min Lumpsum
1.01 %
Expense Ratio
★★★
Rating
23,427
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.3% 22.8% 13.3% 14.7%
Category Average 9.8% 21.4% 12.8% -

Scheme Allocation

By Holding
By Sector
By Asset
10.9%
8.67%
6.05%
Others
64.48%
View all Holdings
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%
Banks
28.32%
IT-Software
8.4%
Petroleum Products
6.29%
Automobiles
5.76%
Finance
4.95%
Others
46.28%
View all Sectors
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%
Equity
98.74%
Mutual Funds Units
0.61%
Reverse Repos
0.36%
Net Curr Ass/Net Receivables
0.27%
Derivatives
0.02%
Others
0.01%

Advance Ratio

2.74
Alpha
3.99
SD
0.94
Beta
1.51
Sharpe

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.

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

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL Frontline Equity Fund – Direct Growth ?

You can invest in Aditya Birla SL Frontline Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • 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 ?

The NAV of Aditya Birla SL Frontline Equity Fund – Direct Growth is ₹430.5 as of 21 September 2023.

How to redeem Aditya Birla SL Frontline Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Frontline Equity Fund – Direct Growth?

The minimum SIP amount of Aditya Birla SL Frontline Equity Fund – Direct Growth is ₹100

What are the top sectors Aditya Birla SL Frontline Equity Fund – Direct Growth has invested in?

The top sectors Aditya Birla SL Frontline Equity Fund – Direct Growth has invested in are
  1. Banks - 28.32%
  2. IT-Software - 8.4%
  3. Petroleum Products - 6.29%
  4. Automobiles - 5.76%
  5. Finance - 4.95%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Frontline Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Frontline Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Frontline Equity Fund – Direct Growth generated ?

The Aditya Birla SL Frontline Equity Fund – Direct Growth has delivered 14.7% since inception

What is the expense ratio of Aditya Birla SL Frontline Equity Fund – Direct Growth ?

The expense ratio of Aditya Birla SL Frontline Equity Fund – Direct Growth is 1.01 % as of 21 September 2023.

What is the AUM of Aditya Birla SL Frontline Equity Fund – Direct Growth?

The AUM of Aditya Birla SL Frontline Equity Fund – Direct Growth is ₹2,97,662 Cr as of 21 September 2023

What are the top stock holdings of Aditya Birla SL Frontline Equity Fund – Direct Growth?

The top stock holdings of Aditya Birla SL Frontline Equity Fund – Direct Growth are
  1. HDFC Bank - 10.9%
  2. ICICI Bank - 8.67%
  3. Infosys - 6.05%
  4. Reliance Industr - 5.34%
  5. Larsen & Toubro - 4.57%

How can I redeem my investments in Aditya Birla SL Frontline Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
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.
Invest Now