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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Aditya Birla Sun Life Frontline Equity Direct Fund Growth

Equity
Large Cap
2.0 star
INVEST NOW
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DSP Focus Direct Plan Growth

Equity
Focused
3.0 star
INVEST NOW
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Aditya Birla Sun Life Frontline Equity Direct Fund Growth

(-3.6%)

DSP Focus Direct Plan Growth

(-2.1%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹100₹500-
Expense Ratio1.09%1.08%-
NAV₹228.0 (29-Sep-2020)₹24.6 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹17,803Cr₹1,769Cr-
Returns
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1Y
-3.6%
-2.1%
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3Y
1.6%
3.2%
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5Y
7.3%
7.2%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.11%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
1. 3Y Returns are higher than the category average returns
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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. 5Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.0%
HDFC Bank Ltd.
7.7%
Infosys Ltd.
7.2%
Reliance Industries Ltd.
7.1%
Bharti Airtel Ltd.
5.1%
Kotak Mahindra Bank Ltd.
3.7%
Housing Development Finance Corpn. Ltd.
3.4%
Hindustan Unilever Ltd.
3.4%
Axis Bank Ltd.
3.3%
Cipla Ltd.
2.8%
Name
Assets
HDFC Bank Ltd.
10.0%
Coromandel International Ltd.
7.5%
ICICI Bank Ltd.
7.4%
Infosys Ltd.
5.2%
Ultratech Cement Ltd.
4.9%
Maruti Suzuki India Ltd.
4.4%
Shree Cement Ltd.
3.9%
Bharti Airtel Ltd.
3.7%
Tata Consultancy Services Ltd.
3.7%
Reliance Industries Ltd.
3.6%
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Fund Manager
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Name
Mahesh Patil
Gopal Agrawal
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Education

Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.

Mr.Agrawal is a B.E and MBM.

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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.

Prior to joining HDFC Mutual Fund he has worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund ,SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.

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About Fund
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Description

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.

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Launch Date
23 Dec 1994
16 Dec 1996
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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