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Scheme Overview

Aditya Birla Sun Life Frontline Equity Fund-Growth

Category: Equity: Large Cap
Launch Date: 05-08-2002
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 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
NAV as on 02-05-2024

463.71

1.65 (0.3558%)

CAGR Since Inception

19.35%

NIFTY 100 TRI 17.56%

PERFORMANCE of Aditya Birla Sun Life Frontline Equity Fund-Growth

Scheme Performance (%) Data as on - 02-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Frontline Equity Fund-Growth 32.03 18.27 15.54 14.77 19.35
NIFTY 100 TRI 32.25 17.86 15.86 14.9 17.56
Equity: Large Cap 34.76 17.9 15.66 14.6 15.15

Fund Managers

Mahesh Patil, Dhaval Joshi

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.

RETURNS CALCULATOR for Aditya Birla Sun Life Frontline Equity Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Aditya Birla Sun Life Frontline Equity Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Frontline Equity Fund-Growth 12.06 0.96 0.46 0.92 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
ABSL Frontline Equity Gr 05-08-2002 32.03 18.78 18.27 15.54 14.77
quant Large Cap Fund Reg Gr 08-08-2022 52.66 0.0 0.0 0.0 0.0
JM Large Cap Gr 01-04-1995 46.48 25.54 21.93 17.56 14.45
BANK OF INDIA Bluechip Fund Reg Gr 24-06-2021 46.18 23.49 0.0 0.0 0.0
Nippon India Large Cap Fund Gr Gr 08-08-2007 42.39 27.56 26.17 18.11 17.41
ITI Large Cap Reg Gr 24-12-2020 40.08 22.07 17.62 0.0 0.0
Invesco India Large Cap Gr 21-08-2009 40.06 20.54 19.85 16.39 15.32
ICICI Pru BlueChip Gr 05-05-2008 40.01 23.67 22.15 18.23 16.27
BARODA BNP PARIBAS LARGE CAP Fund Gr 01-01-2013 39.97 23.01 20.11 18.25 16.32
Taurus Large Cap Reg Gr 28-02-1995 39.51 19.17 18.43 14.33 12.33

Asset Allocation (%)

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Frontline Equity Fund-Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)