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Business News/Market/Market Stats/    Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth

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

+
  • Equity
  • Large-Cap
  • Rating 4
  • Plan
474.20 -3.29 (-0.69%) NAV as on 14 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)28080.88
  • CAGR 9.08%
  • Exit Load1.00%
  • Expense ratio1.65%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2002-08-30

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 17 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 737.09
  • 2.62%
View More

Risk & Volitility

  • Alpha -1.43%
  • Beta 0.99
  • Sharpe Ratio0.53
  • Std Deviation 12.56%
  • Tracking Error 3.26%

About Fund

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.

 

The Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth has an AUM of 28080.88 crores & has delivered CAGR of 15.37% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.65%. The minimum investment in Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Oil & Gas Operations.

 

Some of the similar funds are Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth, Aditya Birla Sun Life Frontline Equity Fund Growth, Canara Robeco Bluechip Equity Fund Regular Plan Growth, UTI Large cap Fund Regular Plan Growth, Axis Bluechip Fund Growth. Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth has a sharpe ratio of 0.53 & a standard deviation of 12.56%.

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

According to the morning star rating Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth has a Moderate risk & Exceptional return.
Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth is managed by Mahesh Patil,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth is 1.65%.
The 5 year annualized return on Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth is 15.37% & it has generated 9.08% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth is 100 Rs.
Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth has an AUM of 28080.88 crores.
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