• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (Growth)

EquityLarge Cap
Top Ranked

398.11

NAV (Nov 28)

13.4%
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Invest in this fund
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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

398.11

NAV (Nov 28)

Fund Returns

Last 1Y
10.8%
Last 3Y
17.3%
Last 5Y
13.4%
Last 10Y
14.4%
Since Inception
18.9%
6 Month CAGR
10.3%

Scheme Information

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 TRI. The secondary objective is income generation and distribution of IDCW.

Expense Ratio
1.68
Launched (21y ago)
Aug 30, 2002
AUM in Crores
23003.375
ISIN
INF209K01KI9
Lock-in
No Lock-in
Benchmark
IISL Nifty 100 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
13.9
Standard Deviation (5yr)
18.3
Beta (3yr)
0.94
Beta (5yr)
0.98
Sharpe Ratio (3yr)
1.044
Sharpe Ratio (5yr)
0.491
YTM
0
Fund Managers

Mahesh Patil

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (Growth)70%10,20,880 2,88,26813.4%
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 2023-11-28

Top Stock Holdings

hdfc bank ltd

9.9%
9.9%

icici bank ltd

8.4%
8.4%

infosys ltd

5.7%
5.7%

reliance industries ltd

5.2%
5.2%

larsen & toubro ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

34.7%
34.7%

consumer cyclical

11.8%
11.8%

technology

9.3%
9.3%

industrials

7.4%
7.4%

consumer defensive

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 322,237 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

4%

5.2%

7.4%

5.2%

6.8%

5.2%

7.3%

5.3%

7.1%

Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) Review

Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) is a Large Cap Equity fund and has delivered an annualised return of 18.9% over a period of 21 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Mahesh Patil.

Nav of Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) as of 11/28/2023 is ₹398.11 with the total AUM as of 11/30/2023 is ₹23003.375. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) was launched on Aug 30, 2002. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) is ₹0 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 Trigger Facility (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 IISL Nifty 100 TR INR.

Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) is rated as a 4 fund in Equity and delivered 10.8% 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 Trigger Facility (G).

Frequently Asked Questions

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

Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) is a Large Cap 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 Trigger Facility (G)?

You can invest in Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (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 Trigger Facility (G)?

The minimum sip amount for Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) is ₹0. You can invest in multiples of ₹5000.

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

As per Scripbox experts, Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) is a Top Ranked fund. You can investAditya Birla Sun Life Frontline Equity Fund Trigger Facility (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 Trigger Facility (G)?

The expense ratio of the Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) is 1.68% for regular plan.