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

Moderately High
15 yrs 6 monthsStarted on:30 Aug 2002
₹ 20530.67 Cras on: 16 Feb 2018
Long Term Horizon
2.13%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.33
1 YR17.00
2 YR23.18
3 YR8.67

SIP Returns

TenureReturns (CAGR)
1 YR7.76
2 YR14.98
3 YR13.35
5 YR15.79
10 YR15.73

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.45
ICICI Bank Ltd.6.15
ITC Ltd.4.33
Infosys Ltd.4.12
Larsen & Toubro Ltd.2.9
Maruti Suzuki India Ltd.2.58
Housing Development Finance Corpn. Ltd.2.53
Yes Bank Ltd.2.3
Indusind Bank Ltd.2.21
Hindalco Industries Ltd.2.21

Top Sectoral Holdings

Sector Name% Assets
Financial37.37
Energy11.06
FMCG9.41
Automobile8.27
Technology8.18
Healthcare5.81
Construction5.57
Metals5.36
Engineering2.37
Cons Durable2.08

Indicators

LabelValue
Portfolio turnover ratio69
Standard Deviation12.5%
Beta0.94%
Sharpe Ratio0.63

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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