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: 1.66% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 26,877.56 Cr As on (31-03-2024) |
| Turn over: 32% | Exit Load: Exit load of 1% if redeemed within 90 days. |
454.69
4.59 (1.0095%)
19.27%
Benchmark: 17.49%
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 | 12.06 |
| Sharpe Ratio | 0.96 |
| Alpha | 0.46 |
| 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 | 33.22 | 16.89 | 18.07 | 15.2 | 14.38 |
| quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 57.03 | - | - | - | - |
| BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 46.99 | 21.0 | - | - | - |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 45.64 | 22.95 | 20.98 | 16.9 | 13.81 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 44.39 | 25.88 | 26.21 | 17.65 | 16.95 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 40.99 | 21.5 | 22.19 | 17.89 | 15.92 |
| ITI Large Cap Fund - Regular Plan - Growth Option | 24-12-2020 | 40.52 | 19.54 | 16.64 | - | - |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 40.21 | 17.91 | 19.68 | 15.85 | 14.84 |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 40.15 | 20.83 | 19.75 | 17.99 | 15.85 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 39.2 | 17.23 | 18.08 | 13.94 | 11.89 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.08%
Others
2.33%
Large Cap
86.01%
Mid Cap
7.63%
