Home>Mutual Funds>Compare Aditya Birla Sun Life Frontline Equity Direct Fund Growth with SBI Bluechip 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
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SBI Bluechip Direct Plan Growth
Equity
Large Cap
3.0
INVEST NOW
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Aditya Birla Sun Life Frontline Equity Direct Fund Growth
(7.2%)
SBI Bluechip Direct Plan Growth
(6.1%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹100 | ₹500 | - |
| Expense Ratio | 1.06% | 0.94% | - |
| NAV | ₹337.4 (23-May-2022) | ₹60.9 (23-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹21,161Cr | ₹31,443Cr | - |
| Exit Load | Exit load of 1% if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year | - |
Returns
1Y
7.2%
6.1%
-
3Y
12.4%
13.2%
-
5Y
10.7%
11.5%
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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. 3Y annualised returns higher than category average by 1.31%
2. Lower expense ratio: 0.96%
-
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. Higher AUM: 31933Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
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Holding Analysis
Top 5
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-
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Top 20
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-
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P/E
-
-
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P/B
-
-
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Turnover
-
-
-
Equity
-
-
-
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
HDFC Bank Ltd.
8.2%
ICICI Bank Ltd.
7.0%
Infosys Ltd.
6.5%
Reliance Industries Ltd.
4.8%
Larsen & Toubro Ltd.
4.2%
HCL Technologies Ltd.
4.1%
ITC Ltd.
3.7%
Housing Development Finance Corpn. Ltd.
3.6%
State Bank of India
2.8%
Divi's Laboratories Ltd.
2.8%
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Fund Manager
Name
Mahesh Patil
Sohini Andani
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Education
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Ms. Andani is a B.Com (H) and C.A.
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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 SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.
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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.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
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Launch Date
23 Dec 1994
29 Jun 1987
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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