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: 1.68% As on (31-10-2023)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 23,003.37 Cr As on (31-10-2023)
Turn over: 40% | Exit Load: Exit load of 1% if redeemed within 90 days.

406.87

19.03%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.9
Sharpe Ratio 1.07
Alpha 0.61
Beta 0.95
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 11.46 10.05 17.69 13.62 14.49
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 19.13 17.47 25.0 15.65 16.91
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 17.59 16.47 22.56 14.85 14.92
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 16.92 8.97 - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 16.67 11.8 15.94 12.47 12.54
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 15.99 11.95 16.56 13.45 13.02
ICICI Prudential Bluechip Fund - Growth 05-05-2008 15.62 14.03 21.12 15.67 15.34
Edelweiss Large Cap Fund - Regular Plan - Growth Option 20-05-2009 14.08 11.34 17.26 14.59 14.54
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 14.07 11.4 17.29 14.61 14.55
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 14.07 11.4 17.3 14.62 14.55

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.47%

Others

5.92%

Large Cap

82.17%

Mid Cap

9.42%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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