Aditya Birla SL Frontline Equity Fund – Direct Growth

Equity · Large Cap
 · ★★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
1.01 %
Expense Ratio
★★★★
Rating
26,479
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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 34.6% 16.3% 15.5% 15.1%
Category Average 35.2% 16.7% 15.4% -

Scheme Allocation

By Holding
By Sector
By Asset
8.28%
7.8%
6.21%
Others
66.79%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 8.28%
HDFC Bank Banks Equity 7.8%
Infosys IT - Software Equity 6.21%
Reliance Industr Refineries Equity 5.95%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.96%
Bharti Airtel Telecomm-Service Equity 3.23%
Axis Bank Banks Equity 3.06%
St Bk of India Banks Equity 2.85%
Sun Pharma.Inds. Pharmaceuticals Equity 2.82%
M & M Automobile Equity 2.73%
NTPC Power Generation & Distribution Equity 2.66%
HCL Technologies IT - Software Equity 2.41%
ITC Tobacco Products Equity 2.28%
Tata Motors Automobile Equity 2.24%
Bajaj Finance Finance Equity 1.86%
SBI Life Insuran Insurance Equity 1.83%
DLF Realty Equity 1.8%
UltraTech Cem. Cement Equity 1.75%
Titan Company Diamond, Gems and Jewellery Equity 1.47%
Maruti Suzuki Automobile Equity 1.46%
Godrej Consumer FMCG Equity 1.18%
Cipla Pharmaceuticals Equity 1.17%
Crompton Gr. Con Consumer Durables Equity 1.11%
ACC Cement Equity 1.04%
Kotak Mah. Bank Banks Equity 1.03%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.98%
Apollo Hospitals Healthcare Equity 0.94%
TVS Motor Co. Automobile Equity 0.91%
Cholaman.Inv.&Fn Finance Equity 0.91%
Dabur India FMCG Equity 0.89%
Sanofi India Pharmaceuticals Equity 0.89%
Bandhan Bank Banks Equity 0.81%
Interglobe Aviat Air Transport Service Equity 0.79%
Hindalco Inds. Non Ferrous Metals Equity 0.78%
Shriram Finance Finance Equity 0.72%
Bayer Crop Sci. Agro Chemicals Equity 0.71%
Akzo Nobel Paints/Varnish Equity 0.7%
Whirlpool India Consumer Durables Equity 0.64%
Coforge IT - Software Equity 0.63%
Hind. Unilever FMCG Equity 0.63%
Jio Financial Finance Equity 0.61%
Britannia Inds. FMCG Equity 0.6%
Indian Hotels Co Hotels & Restaurants Equity 0.59%
United Spirits Alcoholic Beverages Equity 0.58%
B P C L Refineries Equity 0.56%
Emami FMCG Equity 0.54%
Samvardh. Mothe. Auto Ancillaries Equity 0.53%
Avenue Super. Retail Equity 0.53%
Siemens Capital Goods - Electrical Equipment Equity 0.51%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.5%
O N G C Crude Oil & Natural Gas Equity 0.47%
Bank of Baroda Banks Equity 0.44%
Bajaj Auto Automobile Equity 0.43%
Bosch Auto Ancillaries Equity 0.41%
LTIMindtree IT - Software Equity 0.41%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.41%
Hind.Aeronautics Aerospace & Defence Equity 0.41%
Tata Steel Steel Equity 0.4%
ICICI Pru Life Insurance Equity 0.34%
Gland Pharma Pharmaceuticals Equity 0.34%
Sona BLW Precis. Auto Ancillaries Equity 0.32%
HDFC Life Insur. Insurance Equity 0.32%
Zee Entertainmen Entertainment Equity 0.28%
Bharti Airtel PP Telecomm-Service Equity 0.27%
Bharat Electron Aerospace & Defence Equity 0.27%
Ambuja Cements Cement Equity 0.26%
Phoenix Mills Realty Equity 0.24%
Aditya Birla Cap Finance Equity 0.23%
Honeywell Auto Electronics Equity 0.23%
Timken India Bearings Equity 0.23%
Wipro IT - Software Equity 0.2%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.19%
Container Corpn. Logistics Equity 0.15%
Voltas Consumer Durables Equity 0.13%
Coal India Mining & Mineral products Equity 0.1%
United Breweries Alcoholic Beverages Equity 0.1%
TCS IT - Software Equity 0.09%
Tech Mahindra IT - Software Equity 0.05%
Banks
24.27%
IT-Software
10%
Automobiles
7.77%
Petroleum Products
6.52%
Pharmaceuticals & Biotech
5.22%
Others
46.23%
View all Sectors
Sectors Asset
Banks 24.27%
IT-Software 10%
Automobiles 7.77%
Petroleum Products 6.52%
Pharmaceuticals & Biotech 5.22%
Construction 4.96%
Finance 4.33%
Consumer Durables 4.04%
Telecom-Services 3.5%
Cement & Cement Products 3.04%
Diversified FMCG 2.9%
Power 2.66%
Personal Products 2.61%
Insurance 2.49%
Retailing 2.11%
Realty 2.03%
Auto Components 1.26%
Debt 1.11%
Transport Services 0.95%
Healthcare Services 0.94%
Non-Ferrous Metals 0.78%
Industrial Products 0.72%
Fertilisers & Agrochemica 0.71%
Beverages 0.68%
Aerospace & Defense 0.68%
Food Products 0.6%
Leisure Services 0.59%
Electrical Equipments 0.51%
Oil 0.47%
Ferrous Metals 0.4%
Cash & Others 0.29%
Entertainment 0.28%
Others 0.27%
Industrial Manufacturing 0.23%
Consumable Fuels 0.1%
Equity
98.34%
Reverse Repos
0.76%
Govt Securities / Sovereign
0.34%
Net Curr Ass/Net Receivables
0.29%
Mutual Funds Units
0.15%
Others
0.12%
View all Assets
Assets Asset
Equity 98.34%
Reverse Repos 0.76%
Govt Securities / Sovereign 0.34%
Net Curr Ass/Net Receivables 0.29%
Mutual Funds Units 0.15%
Derivatives 0.11%
Corporate Debentures 0%
Cash & Current Asset 0%

Advance Ratio

1.66
Alpha
3.49
SD
0.89
Beta
0.84
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

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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 ₹485.7 as of 18 March 2024.

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 - 24.27%
  2. IT-Software - 10%
  3. Automobiles - 7.77%
  4. Petroleum Products - 6.52%
  5. Pharmaceuticals & Biotech - 5.22%

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 15.1% 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 18 March 2024.

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 ₹3,12,323 Cr as of 18 March 2024

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. ICICI Bank - 8.28%
  2. HDFC Bank - 7.8%
  3. Infosys - 6.21%
  4. Reliance Industr - 5.95%
  5. Larsen & Toubro - 4.96%

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