Aditya Birla Sun Life Frontline Equity Fund - Direct Plan

The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. The secondary objective is income generation and distribution of dividend.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• investments in equity and equity related securities, diversified across various industries in line with the benchmark index, S&P BSE 200

Fund Info

Scheme Class	Equity
Scheme Category	Large-Cap
Benchmark Type	S&P BSE 100 India TR INR
Expense Ratio	1.24%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 20,094
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 100

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
SBI Bluechip Fund - Direct Plan	1000	1000	12.61%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	11.55%
Nippon India Large Cap Fund - Direct Plan	1000	1000	13.86%
SBI Bluechip Fund - Direct Plan	1000	1000	12.61%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	11.55%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	16.14%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	16.14%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	13.46%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	13.46%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	16.14%
Nippon India Large Cap Fund - Direct Plan	1000	1000	13.86%
Invesco India Contra Fund - Direct Plan	1000	1000	16.09%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	11.95%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	15.38%
L&T Midcap Fund - Direct Plan	1000	1000	10.94%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	7.9%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	11.56%
HDFC Small Cap Fund - Direct Plan	1000	1000	11.26%
L&T Emerging Businesses Fund - Direct Plan	1000	1000	10.25%
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	4.83%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	10
ICICI Bank Ltd	Equity	8
Infosys Ltd	Equity	6
Reliance Industries Ltd	Equity	5
Housing Development Finance Corp Ltd	Equity	4
Larsen & Toubro Ltd	Equity	4
ITC Ltd	Equity	4
State Bank of India	Equity	4
Clearing Corporation Of India Limited	Cash - Collateral	4
NTPC Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Collateral	5
Cash - Future Offset	2
Equity - Future	2
Cash	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	29
Information Technology Services	10
Oil & Gas Refining & Marketing	8
Cash - Collateral	5
Engineering & Construction	4

Birla Sun Life Mutual Fund

AUM

₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

connect@birlasunlife.com

Phone

1800 22 7000

Address

One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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