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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 3
  • Plan
455.81 +1.12 (0.25%) NAV as on 23 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)26877.56
  • CAGR 33.22%
  • Exit Load1.00%
  • Expense ratio1.66%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2002-08-30

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -1.43%
  • Beta 0.99
  • Sharpe Ratio0.95
  • Std Deviation 12.06%
  • 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 26877.56 crores & has delivered CAGR of 15.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.66%. 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 ICICI Bank, HDFC Bank, Reliance Industries & Infosys.

 

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

 

Some of the similar funds are Nippon India Large Cap Fund - Growth, HDFC Top 100 Fund Growth, 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. Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth has a sharpe ratio of 0.95 & a standard deviation of 12.06%.

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 1.66%.
The 5 year annualized return on Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth is 15.20% & it has generated 33.22% 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 26877.56 crores.
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