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Aditya Birla Sun Life Frontline Equity Direct Fund Growth+0.80%

19.67%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Frontline Equity Direct Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.09%
NAV₹299.11 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size19,575 Cr

Fund Overview

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

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
19.7%
8.0%
14.7%
14.3%
Category Average
19.8%
9.7%
15.1%
-
Rank Within Category
43
43
38
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 19.7% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.0%
2. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 15000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.7%
ICICI Bank Ltd.FinancialEquity8.0%
Infosys Ltd.TechnologyEquity7.8%
Reliance Industries Ltd.EnergyEquity5.9%
Bharti Airtel Ltd.CommunicationEquity4.4%
Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
Kotak Mahindra Bank Ltd.FinancialEquity3.0%
Axis Bank Ltd.FinancialEquity2.8%
Hindustan Unilever Ltd.FMCGEquity2.6%
HCL Technologies Ltd.TechnologyEquity2.5%
See All

Fund Managers

Mahesh Patil
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Aditya Birla Sun Life Frontline Equity Direct Fund Growth 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 made available to investors on 01 Jan 2013. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Frontline Equity Direct Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹19,575 Cr and the Latest NAV as of 20 Jan 2021 is ₹299.11.

The Aditya Birla Sun Life Frontline Equity Direct Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 90 days.

Investment Objective

The scheme seeks 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

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 90 days.
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
23 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,
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