• 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

346.91

NAV (Jan 25)

8.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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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

346.91

NAV (Jan 25)

Fund Returns

Last 1Y

2.7%

Last 3Y

13.7%

Last 5Y

8.7%

Last 10Y

13.1%

Since Inception

19%

6 Month CAGR

6.4%

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

1.74

Launched (21y ago)

Aug 30, 2002

AUM in Crores

22063.244

ISIN

INF209K01KI9

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

22.3

Standard Deviation (5yr)

19

Beta (3yr)

0.99

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.548

Sharpe Ratio (5yr)

0.318

YTM

0

Fund Managers

Mahesh Patil

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (Growth)70%905,297 172,6858.7%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-25

Top Stock Holdings

icici bank ltd

9%
9%

hdfc bank ltd

7.7%
7.7%

infosys ltd

7.1%
7.1%

reliance industries ltd

5.7%
5.7%

axis bank ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

37.7%
37.7%

technology

11.5%
11.5%

consumer cyclical

9.2%
9.2%

consumer defensive

7%
7%

energy

6.8%
6.8%
See all sectors

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

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 261,822 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.6%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    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 19% over a period of 20 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Mahesh Patil.

    Nav of Aditya Birla Sun Life Frontline Equity Fund Trigger Facility (G) as of 1/25/2023 is ₹346.91 with the total AUM as of 1/28/2023 is ₹22063.244. 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 3 fund in Equity and delivered 2.7% 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 Neutral 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 1.74% for regular plan.