Aditya Birla Sun Life Frontline Equity Fund Growth Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 20011.17
Expense Ratio
1.17%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
228.28
(0.86 %)
NAV as on 2018-12-17
Returns
Fund
Aditya Birla Sun Life Frontline Equity Fund Growth Direct Plan
1 Year
-0.22%
3 Year
12.7%
5 Year
16.29%
AMC Details
amc launch date
Launch Date
23 Dec 1994
amc sponsor
Sponsor
NA
amc email
Email
connect@birlasunlife.com
amc phone
Phone
022 - 43568000
amc address
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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 Analysis
The stock picking ability of fund manager has been according with investment mandate of the fund. This approach has managed it to successfully outperform the benchmark and its peers consistently over a period of time. The fund has around 15% allocation to Midcap stocks but does not take any unnecessary risk. The fund has also proved to contain losses during down market times. With an expectation of continuing with its steady management, the fund is likely to keep on generating returns for its investors.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,996
Portfolio Value
-4
Total Returns