Aditya Birla SL Frontline Equity Fund (Equity, Large Cap)

Moderately High
17 yrs 4 monthsStarted on:30 Aug 2002
₹ 21211.02 Cras on: 09 Dec 2019
Long Term Horizon
1.80%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks 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. The secondary objective

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD5.84
3 Month7.38
1 YR8.60
2 YR2.89
3 YR9.94

SIP Returns

TenureReturns (CAGR)
1 YR7.6
2 YR4.48
3 YR5.2
5 YR7.54
10 YR11.71

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.71
ICICI Bank Ltd.8.66
Reliance Industries Ltd.5.22
Infosys Ltd.5.19
Larsen & Toubro Ltd.4.24
Housing Development Finance Corpn. Ltd.4.12
ITC Ltd.3.71
State Bank of India3.49
Axis Bank Ltd.2.73
HCL Technologies Ltd.2.46

Top Sectoral Holdings

Sector Name% Assets
Financial41.17
Energy13.43
Technology9.34
FMCG8.45
Construction8.16
Healthcare5.5
Automobile3.59
Cons Durable2.23
Communication1.54
Engineering1.49

Indicators

LabelValue
Portfolio turnover ratio49
Standard Deviation11.84%
Beta0.91%
Sharpe Ratio0.41

Mahesh Patil

Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Prior to joining Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.

Other Funds Managed by Mahesh Patil