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Birla Sun Life Frontline Equity Fund (G)

PLAN: Regular OPTIONS: Growth
156.870 1.99 (1.25%)

NAV as on 25 Nov, 2014

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

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) 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 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 25 Nov, 2014)

Period Returns (%) Rank #
1 mth 7.0 33
3 mth 10.0 45
6 mth 19.4 72
1 year 51.9 33
2 year 29.3 4
3 year 26.9 4
5 year 15.4 7

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.9 18.4 4.9 - -
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
2009 -3.4 48.7 18.2 6.6 86.2

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 7.0 10.0 19.4 51.9 29.3 26.9 15.4
Category avg 6.1 8.8 18.9 47.0 12.5 10.8 5.5
Difference of Fund returns and Category returns 0.9 1.2 0.5 4.9 16.8 16.1 9.9
Best of category 8.2 17.2 47.0 97.5 30.7 31.8 17.8
Worst of category 3.2 2.3 8.8 19.9 10.7 9.4 4.7
Benchmark returns # 5.8 7.4 15.3 41.7 22.7 21.7 10.1
Difference of Fund returns and Benchmark returns 1.2 2.6 4.1 10.2 6.6 5.2 5.3
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) 6,054.47 (Sep-30-2014)
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 - Direct (G) Not Ranked
523.43 9.0 16.0 57.7 -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 8.8 15.6 56.8 24.3 14.6
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 9.5 19.8 48.7 25.2 17.8
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 9.3 19.4 47.5 24.1 16.8
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 9.5 19.8 48.7 -- --
* Returns over 1 year are Annualised More Ā»

Portfolio

Top HoldingsĀ (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 384.04 5.27
HDFC Bank Banking/Finance 360.06 4.94
Infosys Technology 270.61 3.71
ITC Tobacco 267.86 3.67
Larsen Engineering 253.92 3.48
Tata Motors Automotive 234.63 3.22
Reliance Oil & Gas 220.95 3.03
HCL Tech Technology 197.85 2.71
SBI Banking/Finance 194.17 2.66
Tech Mahindra Technology 180.33 2.47

Full Portfolio

Sector AllocationĀ (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 31.68 31.68 21.17
Technology 13.13 16.04 11.21
Automotive 12.44 12.82 8.62
Engineering 7.90 10.72 7.77
Pharmaceuticals 6.47 8.17 5.43
Oil & Gas 5.35 8.49 5.17

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.60
Others 0.46
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.94

View All

Concentration

Holdings (%)
Top 5 21.08
Top 10 35.18
Sector (%)
Top 3 57.25

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