Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Lower volatility within category. ![]() Recovers losses quickly. ![]() 5Y returns in the top 25% of the category. | ||
Cons | - | - |
INDMoney rank | 9/19 | 4/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 29104 Cr | 13933 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.97% | 0.45% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 88 | 56 | ||
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 (8.63%) ICICI Bank Ltd (7.71%) Reliance Industries Ltd (6.29%) Infosys Ltd (4.17%) Bharti Airtel Ltd (4.1%) | ||
No of Sectors | 12 | 10 | ||
Top 3 Sectors | Financial Services (32.77%) Consumer Cyclical (14.69%) Government (11.03%) | Financial Services (31.26%) Consumer Cyclical (13.08%) Industrial (11.29%) | ||
Equity % | 97.18% | 95.96% | ||
Debt % | 0.31% | - | ||
P/E | 24.88 | 26.31 | ||
P/B | 4.26 | 4.64 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.86% | 2.93% | ||
3-Month Return | 11.02% | 10.48% | ||
6-Month Return | 19.01% | 18.97% | ||
1-Year Return | 32.92% | 32.1% | ||
3-Year Return | 18.74% | 17.74% | ||
5-Year Return | 19.33% | 21.49% |
Sharpe | 1.03 | 0.97 | ||
Alpha | 2.12 | 0.57 | ||
Beta | 0.9 | 0.9 | ||
Standard Deviation | 12.16 | 11.87 | ||
Information Ratio | 0.48 | -0.24 |
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. | Canara Robeco Bluechip Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Mahesh Patil | Shridatta Bhandwaldar,Vishal Mishra |