Birla Sun Life Frontline Equity Fund (Equity, Large Cap)

216.97
22.29%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.13%
15 yrs 4 months30 Aug 2002
₹ 19798.89 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The Scheme aims to generate 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.

Scheme Documents

TenureReturns (CAGR)
YTD
27.21
3 Month
1.63
1 YR
25.83
2 YR
19.20
3 YR
11.55
TenureReturns (CAGR)
1 YR
18.91
2 YR
19.39
3 YR
15.18
5 YR
17.26
10 YR
16.17

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.21
ICICI Bank Ltd.5.51
Infosys Ltd.4.09
ITC Ltd.3.98
Maruti Suzuki India Ltd.3.17
Housing Development Finance Corpn. Ltd.2.34
Hindalco Industries Ltd.2.25
Larsen & Toubro Ltd.2.24
Indusind Bank Ltd.2.16
State Bank of India2.08

Top Sectoral Holdings

Sector Name% Assets
Financial36.57
Energy10.75
Automobile9.3
FMCG9.21
Technology7.6
Healthcare5.97
Metals5.31
Construction4.82
Engineering2.48
Cons Durable2.28

Indicators

Portfolio turnover ratio77
Standard Deviation12.93%
Beta0.95%
Sharpe Ratio0.5

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

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