Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Higher probablity of downside risk. |
INDMoney rank | 9/19 | 16/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 29104 Cr | 34520 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.97% | 0.67% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 88 | 53 | ||
Top 5 Holdings | HDFC Bank Ltd (8.53%) ICICI Bank Ltd (7.84%) Reliance Industries Ltd (5.8%) Infosys Ltd (5.4%) Larsen & Toubro Ltd (4.63%) | HDFC Bank Ltd (9.07%) ICICI Bank Ltd (8.22%) Reliance Industries Ltd (6.97%) Avenue Supermarts Ltd (5.52%) Bajaj Finance Ltd (5.09%) | ||
No of Sectors | 12 | 11 | ||
Top 3 Sectors | Financial Services (32.77%) Consumer Cyclical (14.69%) Government (11.03%) | Financial Services (31.89%) Consumer Cyclical (13.48%) Consumer Defensive (9.72%) | ||
Equity % | 97.18% | 96.95% | ||
Debt % | 0.31% | - | ||
P/E | 24.88 | 28.5 | ||
P/B | 4.26 | 5.14 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.86% | 1.73% | ||
3-Month Return | 11.02% | 7.42% | ||
6-Month Return | 19.01% | 16.79% | ||
1-Year Return | 32.92% | 27.06% | ||
3-Year Return | 18.74% | 12.65% | ||
5-Year Return | 19.33% | 16.83% |
Sharpe | 1.03 | 0.56 | ||
Alpha | 2.12 | -4.38 | ||
Beta | 0.9 | 0.97 | ||
Standard Deviation | 12.16 | 13.25 | ||
Information Ratio | 0.48 | -1.32 |
Description | Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Axis Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Mahesh Patil | Shreyash Devalkar,Ashish Naik |