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Birla Sun Life Frontline Equity Fund (G)

PLAN: Regular OPTIONS: Growth
168.670 2.07 (1.24%)

NAV as on 31 Jul, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Mar 2015) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close All Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005.
Benchmark Index:
 
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Returns (NAV as on 31 Jul, 2015)

Period Returns (%) Rank #
1 mth 2.3 70
3 mth 4.8 60
6 mth 0.5 64
1 year 22.9 59
2 year 33.8 24
3 year 25.9 6
5 year 14.5 6

# Moneycontrol Rank within 142 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.1 -1.3 - - -
2014 6.9 18.4 4.9 8.3 -
2013 -5.6 2.1 -1.4 11.3 8.3
2012 13.9 0.5 9.8 6.9 36.2
2011 -5.5 -1.6 -11.0 -5.7 -23.3
2010 0.2 1.6 13.9 -0.4 17.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.3 4.8 0.5 22.9 33.8 25.9 14.5
Category avg 2.0 3.9 -0.1 19.0 27.1 18.5 9.0
Difference of Fund returns and Category returns 0.3 0.9 0.6 3.9 6.7 7.4 5.5
Best of category 6.5 7.9 7.9 39.6 46.9 33.0 15.6
Worst of category -1.2 -1.3 -10.1 3.7 10.5 8.2 5.0
Benchmark returns # 2.6 4.8 -1.4 14.1 25.7 19.3 9.2
Difference of Fund returns and Benchmark returns -0.3 0.0 1.9 8.8 8.1 6.6 5.3
Birla Sun Life Frontline Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

An open-ended growth scheme with the objective of 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, BSE 200.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 30, 2002
Benchmark S&P BSE 200
Asset Size (Rs cr) 8,071.38 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Mahesh Patil
View performance of schemes managed by the Fund Manager
Notes All Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% if redeemed within 365 Days from the date of allotment.

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 5
12,486.28 2.7 -2.9 14.1 20.9 11.6
Birla SL Frontline Equity (G) Rank 3
8,071.38 4.8 0.5 22.9 25.9 14.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 3.9 -0.3 19.4 23.1 14.5
UTI Opportunities Fund (G) Rank 3
4,899.36 0.6 -4.8 15.6 19.9 14.2
UTI Equity Fund (G) Rank 2
3,843.72 4.4 0.6 23.7 23.9 15.5
* Returns over 1 year are Annualised More Ā»

Portfolio

Top HoldingsĀ (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 533.52 6.61
ICICI Bank Banking/Finance 330.93 4.10
Reliance Oil & Gas 329.31 4.08
Larsen Engineering 299.45 3.71
Axis Bank Banking/Finance 290.57 3.60
Infosys Technology 276.85 3.43
ITC Tobacco 247.79 3.07
Tata Motors Automotive 196.94 2.44
HCL Tech Technology 193.71 2.40
Sun Pharma Pharmaceuticals 186.45 2.31

Full Portfolio

Sector AllocationĀ (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.68 34.01 28.10
Technology 10.50 13.28 10.50
Automotive 9.79 12.82 9.51
Engineering 8.27 8.45 6.84
Pharmaceuticals 7.98 7.98 5.51
Oil & Gas 6.18 7.00 5.14

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 92.20
Others -0.42
Debt 0.05
Mutual Funds 4.27
Money Market 0.00
Cash / Call 3.93

View All

Concentration

Holdings (%)
Top 5 22.10
Top 10 35.75
Sector (%)
Top 3 50.97

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