Aditya Birla Sun Life Frontline Equity Fund-Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-08-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.63% As on (30-09-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 31,389.17 Cr As on 30-09-2024(Source:AMFI) |
| Turn over: 35% | Exit Load: Exit load of 1% if redeemed within 90 days. |
525.94
1.1 (0.2091%)
19.59%
Benchmark: 17.72%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
3 Years 7 Months
4 Years 3 Months
10 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme aims to generate 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.82 |
| Sharpe Ratio | 0.81 |
| Alpha | 1.52 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 33.77 | 23.86 | 13.66 | 18.71 | 13.95 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 40.16 | 26.83 | 14.36 | 19.5 | 14.42 |
| Quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 39.74 | 24.9 | - | - | - |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 39.31 | 26.97 | 15.55 | 18.91 | 14.57 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 38.84 | 24.71 | 13.65 | 18.41 | 12.91 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 38.58 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 38.4 | 27.29 | 15.18 | 16.75 | 12.57 |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 37.26 | 27.29 | 16.25 | 19.2 | 12.77 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 37.03 | 22.43 | 14.03 | 16.5 | 11.41 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 37.01 | 27.41 | 17.03 | 20.45 | 15.2 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.22%
Others
2.88%
Large Cap
83.15%
Mid Cap
6.6%
