Aditya Birla Sun Life Frontline Equity Direct Fund Growth+0.37%

3Groww
6.11%
1 Year Return
Equity
Large Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Frontline Equity Direct Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.23%
NAV235.60 (17 Oct 2019)
Fund Started01 Jan 2013
Fund Size20,692 Cr

Fund Overview

Quick overview of Aditya Birla Sun Life Frontline Equity Direct Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Frontline Equity Direct Fund Growth
6.1%
7.5%
10.2%
13.1%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
45
41
18
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity4.9%
    State Bank of IndiaFinancialEquity3.4%
    Petronet LNG Ltd.EnergyEquity1.0%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity0.9%
    Shriram City Union Finance Ltd.FinancialEquity0.4%
    See All

    Fund Managers

    addMahesh Patil
    Education
    Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Frontline Equity Direct Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Frontline Equity Direct Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹20,692 Cr and the Latest NAV as of 17 Oct 2019 is ₹235.60.

    The Aditya Birla Sun Life Frontline Equity Direct Fund Growth is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    Primary objective is growth of capital and secondary objective is income generation and distribution of dividend.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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