• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Frontline Equity Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Frontline Equity Fund (G)

EquityLarge Cap
Top Ranked

535.62

NAV (Sep 18)

20.524%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

535.62

NAV (Sep 18)

Fund Returns

Last 1Y
32.4%
Last 3Y
16%
Last 5Y
20.5%
Last 10Y
13.9%
Since Inception
19.8%
6 Month CAGR
21.1%

Scheme Information

Investment Objective

The scheme seeks 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

Expense Ratio
1.64
Launched (0y ago)
1.64
AUM in Crores
30606.7
ISIN
INF209K01KI9
Lock-in
Benchmark
NIFTY 100 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
12.3
Beta
0.9
Sharpe Ratio
1
YTM
Fund Managers

Dhaval Joshi

Fund Manager

Mahesh Patil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Frontline Equity Fund (G)70%12,34,203 5,01,59120.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Stock Holdings

HDFC Bank Ltd.

7.5%
7.538%

ICICI Bank Ltd.

7.5%
7.527%

Infosys Ltd.

6.3%
6.278%

Reliance Industries Ltd.

5.4%
5.358%

Larsen & Toubro Ltd.

4.8%
4.781%
See all holdings

Allocation by Sector

Financial

27.803868%
27.803868%

Technology

9.87051%
9.87051%

Energy

9.506381%
9.506381%

Automobile

8.347286%
8.347286%

Consumer Staples

7.359133%
7.359133%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox Opinion
Till Date CAGR

6.122%

7.403%

-

5.146%

6.278%

7.444%

6.175%

7.937%

5.591%

7.165%

Aditya Birla Sun Life Frontline Equity Fund (G) Review

Aditya Birla Sun Life Frontline Equity Fund (G) is a Equity Equity fund and has delivered an annualised return of 19.771% over a period of 22 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of Aditya Birla Sun Life Frontline Equity Fund (G) as of 9/18/2024 is ₹535.62 with the total AUM as of 9/19/2024 is ₹30606.686651. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Frontline Equity Fund (G) was launched on 2002-08-30. The category risk of the fund is Below Average.

The minimum SIP amount for Aditya Birla Sun Life Frontline Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Frontline Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 100 Total Return Index.

Aditya Birla Sun Life Frontline Equity Fund (G) is rated as a 4 fund in Equity and delivered 32.398% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Frontline Equity Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Frontline Equity Fund (G)?

Aditya Birla Sun Life Frontline Equity Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Frontline Equity Fund (G)?

You can invest in Aditya Birla Sun Life Frontline Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Frontline Equity Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Frontline Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Frontline Equity Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Frontline Equity Fund (G) is a 4 fund. You can investAditya Birla Sun Life Frontline Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Frontline Equity Fund (G)?

The expense ratio of the Aditya Birla Sun Life Frontline Equity Fund (G) is 1.64% for regular plan.