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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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SBI Bluechip Direct Plan Growth

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

(-3.6%)

SBI Bluechip Direct Plan Growth

(-3.7%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹100₹500-
Expense Ratio1.09%1.07%-
NAV₹228.0 (29-Sep-2020)₹41.0 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹17,803Cr₹22,604Cr-
Returns
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1Y
-3.6%
-3.7%
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3Y
1.6%
3.1%
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5Y
7.3%
8.0%
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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. Lower expense ratio - 1.04%
2. 1Y Returns are higher than the category average returns
3. 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. 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
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Holding Analysis

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Top 5
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-
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Top 20
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P/E
-
-
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P/B
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-
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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.
9.6%
ICICI Bank Ltd.
5.5%
Divi's Laboratories Ltd.
5.0%
Reliance Industries Ltd.
4.5%
HCL Technologies Ltd.
4.0%
ITC Ltd.
3.9%
Infosys Ltd.
3.8%
Housing Development Finance Corpn. Ltd.
3.7%
Larsen & Toubro Ltd.
3.2%
Shree Cement Ltd.
2.7%
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Fund Manager
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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 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
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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.

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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