Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
Equity
Direct
Large-Cap
NAV: ₹ 493.41 as on 16-04-2024
Fund Performance
7715 people have invested ₹ 4.9Cr in Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth in the last three months
Mutual Fund Insights
Over the last 6 months, this fund has experienced a 12.9% growth in AUM moving from 23.81K Cr to 26.87K Cr.
In the last 3 years, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 26.35% return, outperforming this fund by 8.41% per annum.
Over the last 1 month, this fund has increased expense ratio by 1.0% moving from 1.01 to 1.02.
In the last 5 years, Baroda BNP Paribas Large Cap Fund Direct Plan Growth Option has given 18.81% return, outperforming this fund by 3.52% per annum.
In the last 1 year, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 43.28% return, outperforming this fund by 12.18%.
INDmoney Rank of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
Powered by IND quant engine
10
/19
36% Performance
47% Risk Management
26% Cost
10 out of 19 among large-cap
Pros
Beats FD returns for both 3Y & 5Y
Cons
No bad points found for this fund.
About the Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Mahesh Patil. The fund could potentially beat inflation in the long-run.
Key Parameters
- Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth has ₹26878 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 1.
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Overview
 | 1.02% |
 Benchmark | S&P BSE 100 India TR INR |
 | ₹26878 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 44.93% |
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
86.6%
Mid cap
9%
Small cap
2.5%
Sector Allocation
Financial Services
31.2%
Consumer Cyclical
14.8%
Industrial
9%
Tech
9%
Consumer Defensive
7.7%
Energy
7.2%
Health
6.2%
Basic Materials
5.5%
Communication
4.2%
Utilities
3.2%
Real Estate
1.9%
Top Holdings of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth as on (31-Mar-24)
Equity Holdings79
Debt Holdings3
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 8.27% | -2.5% | |
 HDFC Bank Ltd | 7.93% | 0% | |
 Reliance Industries Ltd | 5.96% | 0% | |
 Infosys Ltd | 5.48% | 0% | |
 Larsen & Toubro Ltd | 5.29% | 0% |
See all
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 1.51% whereas the fund’s underlying benchmark Nifty 100 returns stands at 0.26% as on Mar'24
- This fund outperformed Nifty 100 by 1.25% in Mar'24
AUM Change
- AUM of the fund stands at 26.9K Cr as of Mar'24
- AUM increased by 397.7 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Bajaj Finance Ltd | 12% |
 Bharti Airtel Ltd | 4.9% |
 Larsen & Toubro Ltd | 4% |
Top Losers | 1M Return |
|---|---|
 Infosys Ltd | -7.9% |
 HCL Technologies Ltd | -6.7% |
 Axis Bank Ltd | -0.6% |
Peer Analysis
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Fund Manager
Mahesh Patil
Fund Manager of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth, since 17 November 2005
Top funds managed
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 15.16% since inception which is more than its category average return of 13.36%
Fund Allocations
This fund has an allocation of 98.14% in Equity, 0.34% in Debt and 1.53% in Cash related instruments
AUM size ₹26878 Cr
This fund has AUM of ₹26878 Cr which is more than its category average of ₹ 6097 Cr
Expense Ratio 1.02%
This fund has an expense ratio of 1.02% which is less than its category average expense ratio of 1.32%
Frequently Asked Questions
The current NAV of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is ₹493.41 as on 16-Apr-2024.
Existing (Absolute + CAGR) as on 16-Apr-2024.
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.86% | 1.86% |
6 Month Returns | 14.5% | 14.5% |
1 Year Returns | 31.1% | 31.1% |
3 Years Returns | 64.02% | 17.93% |
5 Years Returns | 103.74% | 15.3% |
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1.02% as on March 2024
₹26878 Cr as on March 2024
ICICI Bank Ltd(8.27%), HDFC Bank Ltd(7.93%), Reliance Industries Ltd(5.96%), Infosys Ltd(5.48%), Larsen & Toubro Ltd(5.29%) as on March 2024
Financial Services(30.57%), Consumer Cyclical(14.55%), Industrial(8.87%) as on March 2024
The alpha ratio for the Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth | 2.9 | 2.01 | 0.3 |
As on March 2024
The alpha for Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is calculated against S&P BSE 100 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth | 0.87 | 0.89 | 0.98 |
As on March 2024
The Beta for Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is calculated with S&P BSE 100 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth | 2.46 | 1.01 | 0.61 |
As on March 2024
The sharpe ratio for Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is calculated with S&P BSE 100 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth | 9.68 | 12.06 | 18.29 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.91 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 0.39 as on March 2024. It tells the consistency of the fund in generating superior risk-adjusted performance
Mahesh Patil is the fund manager of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
The Exit load of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is 1%