Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund

(An Open ended equity scheme predominantly investing in large cap stocks.)

A large cap bias diversifed equity fund based on 3 pillars of discipline, consistency & research driven investments

Investment objective

The objective of the scheme is 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, Nifty 50. The secondary objective is income generation and distribution of dividend.

This product is suitable for investors who are seeking

  • Long term capital growth
  • Investments in equity and equity related securities, diversified across various industries in line with the benchmark index, Nifty 50

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Large Cap
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Mahesh Patil
  • Latest NAV - 216.02 (as on 17-Jul-2018)
  • Inception Date - Aug 29, 2002
View Full Details

Fund Performance

Trailing Return

loading...
Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Investment Performance - Regular Plan - Growth NAV as on November 30, 2017: Rs.215.23
Inception - Aug 30, 2002 1 Year 3 Years 5 Years Since Inception
Aditya Birla Sun Life Frontline Equity Fund 25.01 10.49 17.17 22.27
Value of Std Investment of Rs. 10,000 12501 13500 22093 215230
Benchmark - S&P BSE 200 27.24 8.83 13.63 17.67
Value of Std Investment of Rs. 10,000 12724 12898 18947 119869
Additional Benchmark - Nifty 50 24.34 5.98 11.70 16.37
Value of Std Investment of Rs. 10,000 12434 11908 17393 101193
Past performance may or may not be sustained in future. The above performance is of Regular Plan - Growth Option. Kindly note that different plans have different expense structure. Returns for dividend option would assume reinvestment of dividends declared, net of dividend distribution tax, if any, at the then prevailing NAV. Load and Taxes are not considered for computation of returns. When scheme/additional benchmark returns are not available, they have not been shown. Total Schemes managed by Mr. Mahesh Patil is 7. Refer annexure on page no. 65 to know more on performance of schemes managed by Fund Managers. $‘These Plan/Options continue for fresh subscriptions under the scheme’.
   
The scheme is currently managed by Mr. Mahesh Patil since November 17, 2005 (12.1) years.
   
The scheme is in existence for more than 5 years.

Fund Management

  • Mahesh Patil
    Mr. Mahesh Patil

    Total Experience : 24 years

    View Full Profile
    Mahesh has over 20 years of experience in fund management, equity research and corporate finance. Prior to joining ABSLAMC, he has worked with Reliance Infocom Ltd. in Business Strategy.
View Fund Managed by
Load More
Total Schemes managed by {fundmanagername} is {fundmanagerfundcount}
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.04.2018)

loading...
Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Investment in promising companies across industries
  • Discipline
  • Wealth creation with equity investments

Works for all

Whether you are new to equity investments or are a seasoned investor looking for growth of your investment, Aditya Birla Sun life Frontline Equity Fund is a great choice for you. Focused exposure to large-cap stocks makes this fund best suited for investors in all market conditions. In terms of investment strategy, the fund is predominantly invested in companies from S&P BSE 200 index. At times, the fund also goes beyond top 200 stocks if it finds a higher growth potential.

Stability with diversification

Diversification across industries and sectors brings stability to the fund’s portfolio and makes it a fund for all seasons. In terms of industry weightage, the fund invests approximately in the same proportion as the industries in the S&P BSE 200. This helps you take advantage of growth in industries across the spectrum.

Discipline

The scheme tries to maintain sector exposure within a certain range of sectoral weight in the benchmark index i.e. S&P BSE 200, in order to ensure diversification and avoid excessive concentration in a single sector. This discipline also reduces overdependence on a particular industry with an aim to provide stability to the investment portfolio.

Aditya Birla Sun Life Frontline Equity Fund

(An Open ended equity scheme predominantly investing in large cap stocks.)

This product is suitable for investors who are seeking*

  • Long term capital growth
  • Investments in equity and equity related securities, diversified across various industries in line with the benchmark index, Nifty 50

 

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

Moderately High Risk
Show More

DOWNLOAD

  • Product Brochure

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

BUY NOW