Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth

Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth

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Equity
Direct
Large-Cap
NAV: ₹ 493.31 as on 19-04-2024
Fund Performance
zero opening, trading, fund transfer fee
7779 people have invested ₹ 4.8Cr in Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth in the last three months

Mutual Fund Insights

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In the last 3 years, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 27.18% return, outperforming this fund by 8.6% per annum.
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Over the last 6 months, this fund has experienced a 12.9% growth in AUM moving from 23.81K Cr to 26.87K Cr.
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In the last 5 years, Baroda BNP Paribas Large Cap Fund Direct Plan Growth Option has given 18.91% return, outperforming this fund by 3.48% per annum.
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In the last 1 year, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 44.32% return, outperforming this fund by 11.82%.

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

  1. 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.
  2. The fund has an expense ratio 1.

Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Overview

Expense ratio
Expense ratio
1.01%
Benchmark
Benchmark
S&P BSE 100 India TR INR
AUM
AUM
₹26878 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
44.93%

Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Distribution as on (31-Mar-24)

  • Equity 98.1%

  • Debt & Cash 1.9%

Size breakup

Large cap
86.6%
Mid cap
9%
Small cap
2.5%
Sector Allocation

Mar'24

Feb'24

Jan'24

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

  • Debt & Cash

Equity Holdings79
Debt Holdings3

Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth: Monthly Changes Updates

All changes are between Jan'24 and Mar'24
Fund Performance
Mar'24
Feb'24
Jan'24
Fund Returns
1.51%
2.11%
0.95%
Nifty 100
0.26%
2.21%
0.53%
  • 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
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 26.9K Cr
₹ 26.5K Cr
₹ 26K Cr
  • 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

Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Fund Manager

Mahesh Patil
Mahesh Patil
Fund Manager of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth, since 17 November 2005

Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 15.15% since inception which is more than its category average return of 13.34%
Fund Allocations

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

AUM size ₹26878 Cr

This fund has AUM of ₹26878 Cr which is more than its category average of ₹ 6122 Cr
Expense Ratio 1.01%

Expense Ratio 1.01%

This fund has an expense ratio of 1.01% which is less than its category average expense ratio of 1.31%

Frequently Asked Questions

The current NAV of Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is ₹493.31 as on 19-Apr-2024.
Existing (Absolute + CAGR) as on 19-Apr-2024.
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
Absolute Returns
CAGR Returns
1 Month Returns
2.53%
2.53%
6 Month Returns
15.32%
15.32%
1 Year Returns
32.5%
32.5%
3 Years Returns
66.74%
18.58%
5 Years Returns
104.93%
15.43%
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1.01% 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
2.89
2
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
2.45
1
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%