Birla Sun Life Frontline Equity Fund - Direct Plan - Growth

Birla Sun Life Frontline Equity Fund - Direct Plan - Growth SIP Returns Calculator

Birla Sun Life Frontline Equity Fund - Direct Plan - Growth Videos

Birla Sun Life Frontline Equity Fund - Direct Plan - Growth Rolling Returns %

Rolling returns of Birla Sun Life Frontline Equity Fund - Direct Plan - Growth over past period.

Period Returns(%)
1mth 0.96
3mth 8.46
6mth 18.46
1 year 23.19
2 year 14.61
3 year 15.09
5 year

Birla Sun Life Frontline Equity Fund - Direct Plan - Growth Absolute Returns (%)

Absolute Returns of Birla Sun Life Frontline Equity Fund - Direct Plan - Growth over past 5 years

Year Qtr1 Qtr2 Qtr3 Qtr4
2016 -2.43 9.2 6.33 -7.17
2015 4.1 -1.06 -3.65 -0.02
2014 7.05 18.68 5.13 7.96
2013 0 2.31 -1.22 11.27
2012 0 0 0 0

Birla Sun Life Frontline Equity Fund - Direct Plan - Growth Portfolio

Top 15 holdings of Birla Sun Life Frontline Equity Fund - Direct Plan - Growth

Equity Sector Qty Value(Rs cr) Asset %
HDFC Bank Limited Banks 5112043.0 79057.74 4.66
ICICI Bank Limited Banks 24851219.0 69210.64 4.08
ITC Limited Consumer Non Durables 23280567.0 64719.98 3.82
Reliance Industries Limited Petroleum Products 4458695.0 62207.71 3.67
Infosys Limited Software 6716022.0 61716.88 3.64
Maruti Suzuki India Limited Auto 735226.0 47972.39 2.83
Indian Oil Corporation Limited Petroleum Products 9887760.0 43511.09 2.57
Tata Motors Limited Auto 9437236.0 43307.48 2.55
IndusInd Bank Limited Banks 2836191.0 40981.54 2.42
Grasim Industries Limited Cement 3486815.0 40274.46 2.37
Kotak Mahindra Bank Limited Banks 4225186.0 38109.07 2.25
Housing Development Finance Corporation Limited Finance 2412064.0 37077.04 2.19
Larsen & Toubro Limited Construction Project 2091010.0 36588.49 2.16
State Bank of India Banks 12035536.0 34872.97 2.06
Mahindra & Mahindra Limited Auto 2589167.0 34579.62 2.04

Sector Allocation

Sector %
Banks 20.0
Finance 10.6
Consumer Non Durables 8.9
Auto 8.47
Petroleum Products 7.96
Software 7.28
Pharmaceuticals 6.87
Power 2.84
Cement 2.63
Consumer Durables 2.48

Asset Allocation (%)

Birla Sun Life Frontline Equity Fund - Direct Plan - Growth Objective

Birla sunlife frontline schemes aims to generate long term capital growth by managing completely equity portfolio with more than 70 % invested in large cap stocks diversified across industries

Birla Sun Life Frontline Equity Fund - Direct Plan - Growth Review

Birla sunlife frontline equity fund was launched in August 2002. It subsequently launched a direct plan in January 2013. The fund has been a stellar performer and has consistently outperformed categotry as well as benchmark since launch. The fund has been consistently rated 5 star or 4 star showing consistent performance. Benchmark for the fund is S&P BSE 200. The fund maintains a large cap heavy allocation with 80-85 % allocated to large cap funds. Mid cap and small caps constitute 10-20 percent. The fund takes long term positions in some core stocks which constitute majority of the portfolio. The fund has outperformed category by more than 4% in last 5 years as well as last 10 years

Investment Info

Load Details

Entry Load NIL
Exit Load Till 0..12 months => 1 %

Contact Details

Regd. Office One India Bulls Centre, Tower-1,17th Floor, Jupiter Mills Compound,841, Senapati Bapat Marg,Elphinstone Road, Mumbai- 400001
Tel. No. 43568000
Fax No. 43568110/8111
Email connect@birlasunlife.com
Website http://www.birlasunlife.com
Notes
* - NAV as on 2017-06-15
* - Disclaimer: The data presented here is just indicative and might not be accurate. Please consult the AMC site for detailed information and up-to-date data on the Scheme