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Birla Sun Life Frontline Equity Fund (G)

PLAN: Regular OPTIONS: Growth
195.410 1.39 (0.71%)

NAV as on 23 May, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Birla Sun Life Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close AllIndian 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 23 May, 2017)

Period Returns (%) Rank #
1 mth 1.0 88
3 mth 4.4 82
6 mth 15.8 73
1 year 23.9 60
2 year 9.4 31
3 year 14.0 44
5 year 20.5 7

# Moneycontrol Rank within 134 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.0 - - - -
2016 -2.5 8.9 6.1 -7.4 7.0
2015 4.1 -1.3 -3.9 0.3 0.9
2014 6.9 18.4 4.9 8.3 44.5
2013 -5.6 2.1 -1.4 11.3 8.3
2012 13.9 0.5 9.8 6.9 36.2

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 1.0 4.4 15.8 23.9 9.4 14.0 20.5
Category avg 1.2 4.7 15.1 21.2 7.3 11.9 15.1
Difference of Fund returns and Category returns -0.2 -0.3 0.7 2.7 2.1 2.1 5.4
Best of category 3.3 9.9 24.2 43.3 15.4 22.7 31.5
Worst of category -1.3 -7.7 -7.6 -16.7 3.0 5.7 4.4
Benchmark returns # 0.6 5.0 17.5 24.2 7.6 10.5 15.6
Difference of Fund returns and Benchmark returns 0.4 -0.6 -1.7 -0.3 1.8 3.5 4.9
Birla Sun Life Frontline Equity Fund (G) Review by Crisil - Rating: 4 (Rank 2 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) 11,877.82 (Mar-31-2017)
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 AllIndian 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 (%)
SBI Blue Chip Fund - Direct (G) Rank 1
2,813.95 5.1 15.2 21.1 18.5 --
SBI Blue Chip Fund (G) Rank 1
8,582.51 4.8 14.6 19.8 17.3 21.3
Birla SL Frontline Eqty-Direct (G) Rank 2
3,401.29 4.7 16.5 25.1 15.1 --
HDFC Top 200 Fund - Direct (G) Rank 3
1,458.75 5.5 18.2 34.1 11.4 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 4.2 16.0 27.2 14.3 19.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 790.58 4.66
ICICI Bank Banking/Finance 692.11 4.08
ITC Tobacco 647.20 3.82
Reliance Oil & Gas 622.08 3.67
Infosys Technology 617.17 3.64
Maruti Suzuki Automotive 479.72 2.83
IOC Oil & Gas 435.11 2.57
Tata Motors Automotive 433.07 2.55
IndusInd Bank Banking/Finance 409.82 2.42
Grasim Conglomerates 402.74 2.37

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 29.64 28.37 28.37
Automotive 9.77 8.29 8.29
Oil & Gas 8.58 8.04 8.04
Technology 7.28 11.07 11.07
Pharmaceuticals 6.87 7.32 7.32
Metals & Mining 4.82 2.53 2.53

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 93.92
Others 1.55
Debt 0.03
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.53

View All

Concentration

Holdings (%)
Top 5 19.87
Top 10 32.61
Sector (%)
Top 3 47.99

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