286.78
358.16
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla SL Frontline Equity-G | -10.28 | -0.28 | -3.69 | -10.14 | -10.19 | -14.32 | 7.35 | 12.48 | 8.93 | 9.68 | 14.58 |
| S&P BSE 100 TRI | -8.27 | -0.18 | -4.35 | -10.14 | -8.40 | -12.22 | 9.04 | 14.15 | 11.93 | 11.29 | 14.11 |
| Equity: Large Cap | -9.71 | -0.13 | -4.30 | -10.42 | -9.19 | -13.19 | 7.27 | 12.98 | 10.82 | 9.96 | 13.12 |
| Rank within category | 84 | 112 | 45 | 89 | 112 | 88 | 71 | 79 | 63 | 45 | 8 |
| Number of funds in category | 131 | 143 | 143 | 143 | 134 | 128 | 117 | 103 | 80 | 66 | 57 |
As on 13-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Frontline Equity Fund | Invest Online | |
Aug-02 | 7.35 | 12.48 | 8.93 | 1.73% | 21,161 |
| Axis Bluechip Fund |  |
Jan-10 | 1.29 | 12.34 | 12.46 | 1.52% | 34,909 |
| Mirae Asset Large Cap Fund - Regular Plan | Invest Online |  |
Apr-08 | 7.05 | 12.83 | 11.07 | 1.57% | 31,722 |
| ICICI Prudential Bluechip Fund | Invest Now | |
May-08 | 9.60 | 13.72 | 11.10 | 1.77% | 31,235 |
| UTI Mastershare Fund - Regular Plan | Invest Online | |
Oct-86 | 6.58 | 14.04 | 10.69 | 2.04% | 9,669 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 19.19 | 13-May-2009 - 20-May-2009 | -19.29 | 10-May-2004 - 17-May-2004 |
| Month | 33.57 | 11-May-2009 - 10-Jun-2009 | -36.75 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 80.16 | 09-Mar-2009 - 10-Jun-2009 | -36.90 | 23-Dec-2019 - 23-Mar-2020 |
| Year | 117.37 | 09-Mar-2009 - 11-Mar-2010 | -50.51 | 04-Dec-2007 - 03-Dec-2008 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Aditya Birla SL Frontline Equity-G | 14.99 | 21.50 | 0.53 | 0.57 | 1.00 | -1.78 |
| S&P BSE 100 TRI | 16.78 | 21.38 | 0.62 | 0.71 | -- | -- |
| Equity: Large Cap | 15.02 | 21.49 | 0.57 | 0.67 | 0.95 | -1.11 |
| Rank within category | 81 | 62 | 86 | 90 | 63 | 86 |
| Number of funds in category | 105 | 105 | 105 | 105 | 105 | 105 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Apr-2022
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| Number of Stocks | 71 |
| Top 10 Stocks (%) | 48.71 |
| Top 5 Stocks (%) | 33.49 |
| Top 3 Sectors (%) | 54.02 |
| Portfolio P/B Ratio | 3.26 |
| Portfolio P/E Ratio | 22.19 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 2,31,514 | 2,81,490 |
| Giant (%) | 65.63 | 64.71 |
| Large (%) | 22.69 | 27.66 |
| Mid (%) | 11.01 | 10.05 |
| Small (%) | 0.67 | 2.14 |
| Tiny (%) | -- | -- |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
— Mahesh Patil since 17-Nov-2005
Education: Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
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.
Interviews:
Funds Managed:
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
| Min. Investment (₹) | 100 |
| Min. Addl Investment (₹) | 100 |
| Min. SIP Investment (₹) | 500 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | 1 |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | 1% for redemption within 90 days |
| Fund House: | Aditya Birla Sun Life Mutual Fund |
| Launch Date: | 30-Aug-2002 |
| Return Since Launch: | 18.93% |
| Benchmark: | NIFTY 100 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 21,161 Cr (As on 30-Apr-2022) |
| Expense: | 1.73% (As on 31-Mar-2022) |
| Risk Grade: | Average |
| Return Grade: | Average |
| Turnover: | 34.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| IDCW | 25-Oct-2021 | 2.0340 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fundwire - 17-Jul-2019
AMC: Aditya Birla Sun Life AMC Ltd.
Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013
Fax: 022-43568110
Website: http://mutualfund.adityabirlacapital.com
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Fax: 044-30407101
Email: [email protected]
Website: www.camsonline.com
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