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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
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 100 TRI The secondary objective is income generation and distribution of IDCW
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 100 TRI
Must read: What are Equity Mutual Funds? – Meaning & Types
Fund Positioning:
Product Videos: Know Your Fund
ENGLISH
हिंदी
ગુજરાતી
मराठी
தமிழ்
తెలుగు
ಕನ್ನಡ
മലയാളം
Value Added Products:
Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings
Salient features of SIP:
Step-up SIP – This facility lets investors enhance the SIP amount during regular intervals. This allows you to make the most out of your SIP investments by increasing your contributions towards those schemes that are performing well. Additionally, you can also increase your investment amount when there is a hike in your pay.
Multi Scheme SIP Facility - The Facility enables investors to subscribe under various Schemes through SIP using a single application form and payment instruction.
Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme
Investors have the option of:
- Daily Systematic Transfer Plan
- Weekly Systematic Transfer Plan
- Monthly Systematic Transfer Plan
- Quarterly Systematic Transfer Plan
Minimum Balance in the scheme at the time of enrollment for STP facility:
- Daily Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.10,000/-
- Weekly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
- Monthly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.6000
- Quarterly Systematic Transfer Plan: Minimum balance in the scheme at the time of enrollment should be Rs.8000
Minimum Transfer Amount
For STP installments greater than Rs.500 but less than Rs.999, Investors are required to instruct for minimum 12 transfers of Rs.500 and in multiples of Re. 1thereafter. For STP installments of Rs.1000 and above, Investors are required to instruct for minimum 6 transfers of Rs.1000 and in multiples of Re. 1 thereafter.
Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also
Investors have the option of:
Fixed Withdrawal - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Investors can withdraw fixed amount of Rs1,000/- each and above at regular intervals.
Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. Investors can withdraw appreciation of Rs1,000/- and above at regular intervals.
Withdrawal Frequency:
For Fixed Withdrawal Option: Investors can withdraw fixed amount on 1 or 7 or 10 or 14 or 20 or 21 or 28 of month/quarter/Half yearly and Annually for minimum 6 months/ 4 quarter/2 half years and 1 year. For Appreciation Withdrawal Option: Investors can withdraw appreciation on the 1 of each month/quarter for minimum 6 months/ 4 quarter.
Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals
Fund Details
- Fund Type - Open-Ended
- Category - Equity
- Sub-Category - Large Cap Fund
- Min Investment - Rs. 100/-
- Fund Manager - Mr. Mahesh Patil & Mr. Dhaval Joshi
- Latest NAV - 507.48 (as on 05-Jul-2024)
- Inception Date - Aug 31, 2002
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Fund Performance
Trailing Return
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 are displayed for 1 year and above.
Annualized Returns
Fund Management
-
Mr. Mahesh Patil
Total Experience : 31 years
View Full ProfileMr. Mahesh Patil is the Chief Investment Officer (CIO) of Aditya Birla Sun Life AMC Limited. As the CIO Mahesh oversees over INR 3 lakh crore of assets under management. With over thirty years of rich experience in fund and investment management, Mahesh leads the entire investment team, comprising fund managers and analysts. He personally manages funds such as Aditya Birla Sun Life Frontline Equity, Aditya Birla Sun Life Multi-Cap Fund, and Aditya Birla Sun Life Focused Equity.
Mahesh has been with Aditya Birla Sun Life AMC since October 2005. Mahesh was awarded the India CIO of the Year, Equity by Asia Asset Management in 2016 and 2018. He has been awarded Chairman’s Individual Award by The Aditya Birla group for being an Accomplished Leader in 2015.
He has previously worked at CMC Limited, Tata Economic Consultancy Services, Parag Parikh Financial Advisory Services Limited, Motilal Oswal Securities Limited and at Reliance Infocom Limited.
He holds a Bachelor’s Degree in Engineering from the University of Bombay and a Master’s degree in Management Studies from University of Bombay. He has also qualified the Chartered Financial Analysts examination from the Institute of Chartered Financial Analysts of India (ICFAI), Hyderabad. -
Mr. Dhaval Joshi
Total Experience : 15 years
View Full ProfileDhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.
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Your Investment Summary
- Investment AmountRs 5000
- Initial units per month 29.5
- Current valueRs 50,000
- Current NAV value 260
- Current Units 30
-
XIRR
5.10%
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
-
Benchmark XIRR
8%
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
Fund Summary
Entry Load
Exit Load
Load Comments
NIL
For redemption/switch-out of units on or before 90 days from the date of allotment: 1.00 % of applicable NAV.
For redemption/switch-out of units after 90 days from the date of allotment: Nil
Highlights
- Investment in promising companies across industries
- Discipline
- Wealth creation with equity investments
As a first time inexperienced stock market investor you may be sceptical about the market especially in times of volatility. Investment avenues that can help you capitalise on the growth potential of equity yet provide you with the possibility of stable returns can help you gain confidence about the market. What kind of stocks can provide you with such stable returns? Large size, established and reputed companies are likely to have the fundamental strength to hold good and continue to be profitable in falling markets as well as have the ability to sustain long term capital growth in rising markets. Aditya Birla Sun Life Frontline Equity Fund focuses on just this – investing in stocks of large cap companies.
This scheme invests predominantly in equity and equity related securities of large size established companies across various sectors. Investment in large cap companies can be a suitable for new entrants or any investor looking for stable returns. This scheme could be appropriate for funding your long term goals.
Suitable For: Long term goals
Ideal Investment Horizon: 3 years or more
Also read: How to save for multiple financial goals
Fund Investment Strategy
The Scheme will aim at being as diversified across various industries and/ or sectors as its chosen benchmark index. It will target the same sectoral weights within its equity portfolio as the benchmark index on a designated day subject to some predetermined flexibility. However, the Scheme shall have the flexibility of selecting stocks within a particular sector from a wider investment universe. So, while the equity component of the Scheme's portfolio will track sectoral weights of the chosen benchmark index, the stocks making up those sectoral weights in the Scheme's portfolio could be different from those comprising the relevant sectoral weights in the index. However, such stocks will be from the same sectors although they may differ from the index constituents on account of the Scheme's investment universe being wider than index stocks.
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 100 TRI
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
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Disclaimer
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.