Aditya Birla Sun Life Frontline Equity Fund Overview

Mutual Fund

Aditya Birla Sun Life Frontline Equity Fund is an open-ended equity fund which invests in large-cap stocks. This fund is managed by Mr.Mahesh Patil. Aditya Birla Sun Life Frontline Equity Fund is launched on 30th August 2002. This schemes mostly invests in oil, gas, IT, FMCG, Finance etc.

Aditya Birla Sun Life Frontline Equity Fund has distributed the investment in multiple sectors. The equity allocation of Aditya Birla Sun Life Frontline Equity Fund is 75%-100% and 25% of its assets are allocated in the balanced portfolio.

Aditya Birla Sun Life Frontline Equity Fund facts

  • Aditya Birla Sun Life Frontline Equity Mutual Fund provides the facility to start a SIP or lump sum amount with a minimum investment of 1,000.
  • Aditya Birla Sun Life Frontline Equity Fund has given returns of14.12% and 14.34% in past three and five years.
  • The return since inception of Aditya Birla Sun Life Frontline Equity Fund is 20.70% which is very high.
  • The risk is high in this fund but not like small cap and mid cap funds as this fund mostly invests in large-cap funds.
  • You can invest in both Aditya Birla Sun Life Frontline Equity Fund growth and Aditya Birla Sun Life Frontline Equity Fund dividend but it is advisable to invest in Aditya Birla Sun Life Frontline Equity Fund growth.
  • The asset size is also so big for this fund as on 28TH February 2019 the current asset is Rs.20,664cr.
  • The expense ratio is also so low which is 1.17%.
  • The exit load is 1% for Aditya Birla Sun Life Frontline Equity Fund.

Aditya Birla Sun Life Frontline Equity Fund

  • Fund Manager- Mr. Mahesh Patil.
  • Expense Ratio- 1.17% (28th February 2019)
  • Launch Date- 30th August 2002
  • Benchmark- NIFTY 50 Total Return
  • Risk- Moderately High
  • AUM Size- Rs.226.74cr(29th March 2019)
  • Return Since Launch- 20.7%

TOP 10 Holdings of Aditya Birla Sun Life Frontline Equity Fund

Issuer% to Net Assets
HDFC Bank Ltd.9.57
ICICI Bank Ltd.6.98
Infosys Ltd.5.84
ITC Ltd.4.71
Housing Development Finance Corporation Ltd.3.85
Reliance Industries Ltd.3.56
State Bank Of India3.24
Larsen & Toubro Ltd.2.68
Tech Mahindra Ltd.2.35
HCL Technologies Ltd.2.32

Top 5 Sectors of Aditya Birla Sun Life Frontline Equity Fund

S.No.Name of HoldingNet Assets (%)
1Bank – Private23.55
2IT – Software10.97
3Refineries5.28
4Finance – NBFC5.2
5Cigarettes/Tobacco4.71

Performance

1-Year3-Year5-Year10-Year
Fund9.7114.6615.44
S&P BSE Sensex 50 TRI15.6517.2313.57
Category11.7715.0613.89
Rank within Category393313
Number of funds in category917662

As on Apr 01, 2019

Apply Personal Loan Online at Lowest Interest Rate Upto Rs. 40 Lacs

*Salary account or relational bank
Proceed
Terms of Use
By clicking on 'Apply Now' I authorize FreEMI and its representative to call me or SMS me overriding my registry on DNC/NDNC.

Loan Duration: 12 - 60 months*   T&C Apply*

Previous