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 200 |
| Expense Ratio | 1.15% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 22,175 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.3% | |
| 1000 | 1000 | 6.7% | |
| 1000 | 1000 | 9.32% | |
| 1000 | 1000 | 7.3% | |
| 1000 | 1000 | 6.7% | |
| 1000 | 1000 | 11.52% | |
| 1000 | 1000 | 11.52% | |
| 100 | 100 | 9.1% | |
| 100 | 100 | 9.1% | |
| 1000 | 1000 | 11.52% | |
| 1000 | 1000 | 9.32% | |
| 1000 | 1000 | 11.02% | |
| 1000 | 1000 | 7.74% | |
| 1000 | 1000 | 10.45% | |
| 1000 | 1000 | 7.83% | |
| 1000 | 1000 | 5.12% | |
| 1000 | 1000 | 7.63% | |
| 1000 | 1000 | 9.53% | |
| 1000 | 1000 | 8.12% | |
| 1000 | 1000 | 2.04% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 10 |
| ICICI Bank Ltd | Equity | 7 |
| Infosys Ltd | Equity | 5 |
| ITC Ltd | Equity | 5 |
| State Bank of India | Equity | 4 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| Reliance Industries Ltd | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 3 |
| NTPC Ltd | Equity | 2 |
| HCL Technologies Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 96 |
| Mutual Fund - Open End | 2 |
| Cash - Collateral | 2 |
| Cash | 0 |
| Bond - Corporate Bond | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 29 |
| Information Technology Services | 9 |
| Oil & Gas Refining & Marketing | 6 |
| Credit Services | 5 |
| Tobacco | 5 |
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.
Email
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
Birla Sun Life Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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