Home>Mutual Funds>Compare Aditya Birla Sun Life Frontline Equity Direct Fund Growth with DSP Focus Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Aditya Birla Sun Life Frontline Equity Direct Fund Growth
Equity
Large Cap
2.0
INVEST NOW
DSP Focus Direct Plan Growth
Equity
Focused
2.0
INVEST NOW
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Aditya Birla Sun Life Frontline Equity Direct Fund Growth
(6.2%)
DSP Focus Direct Plan Growth
(-1.1%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹100 | ₹500 | - |
| Expense Ratio | 1.07% | 1.08% | - |
| NAV | ₹330.1 (19-May-2022) | ₹32.1 (19-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹21,672Cr | ₹1,861Cr | - |
| Exit Load | Exit load of 1% if redeemed within 90 days. | Exit load of 1% if redeemed less than 12 months | - |
Returns
1Y
6.2%
-1.1%
-
3Y
12.4%
10.8%
-
5Y
9.9%
8.3%
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Pros & Cons
Pros
1. 3Y annualised returns higher than category average by 0.22%
2. Lower expense ratio: 1.07%
1. Lower expense ratio: 1.08%
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Cons
1. Higher AUM: 21671Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Lower alpha: -0.8 The fund has generated returns lower than benchmark - NIFTY 100 TRI - in the last 3Y
4. Low rating: 2
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
2. Low rating: 2
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Holding Analysis
Top 5
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-
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Top 20
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-
-
P/E
-
-
-
P/B
-
-
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Turnover
-
-
-
Equity
-
-
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Cash
-
-
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Top Holdings
Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
9.1%
Infosys Ltd.
8.5%
HDFC Bank Ltd.
7.1%
Reliance Industries Ltd.
5.4%
Bharti Airtel Ltd.
4.3%
Larsen & Toubro Ltd.
4.1%
Axis Bank Ltd.
3.8%
State Bank of India
2.9%
HCL Technologies Ltd.
2.5%
Housing Development Finance Corpn. Ltd.
2.2%
Name
Assets
Infosys Ltd.
9.8%
ICICI Bank Ltd.
9.6%
SBI Life Insurance Company Ltd.
8.6%
Tech Mahindra Ltd.
6.7%
Ultratech Cement Ltd.
6.6%
Cholamandalam Investment & Finance Company Ltd.
6.5%
Cipla Ltd.
5.5%
Coromandel International Ltd.
4.2%
Sheela Foam Ltd.
3.6%
Emami Ltd.
3.5%
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Fund Manager
Name
Mahesh Patil
Vinit Sambre
-
Education
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Mr. Sambre is a B.Com and FCA.
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Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).
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About Fund
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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