Aditya Birla Sun Life Frontline Equity Fund – Regular Plan/Direct Plan – Growth
Aditya Birla Sun Life Frontline Equity Fund is an open-ended equity scheme that aims to generate long-term capital appreciation by investing primarily in equity and equity-related securities of companies that are part of the Nifty 50 index or the S&P BSE 100 index. The fund is managed by Aditya Birla Sun Life AMC Limited and is available in both regular plan and direct-growth options. The regular plan option is for investors who want to invest through intermediaries such as financial advisors or distributors, while the direct-growth option is for investors who want to invest directly with the fund house without the assistance of intermediaries.
Aditya Birla Sun Life Frontline Equity Fund – Regular Plan/Direct Plan: A Comprehensive Guide
Aditya Birla Sun Life Frontline Equity Fund is an open-ended equity scheme that aims to generate long-term capital appreciation by investing primarily in equity and equity-related securities of companies that are part of the Nifty 50 index or the S&P BSE 100 index. The fund is managed by Aditya Birla Sun Life AMC Limited and is available in both regular plan and direct-plan options.
Investment Objective The fund’s investment objective is to generate long-term capital appreciation by investing primarily in equity and equity-related securities of companies that are part of the Nifty 50 index or the S&P BSE 100 index. The fund seeks to achieve this objective by following a research-driven investment approach and by identifying companies with strong fundamentals, good management, and sustainable business model.
RETURNS (NAV as on 25th January, 2023)
| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 18-Jan-23 | 9837.00 | -1.63% | – | -1.68% | 20/35 |
| 1 Month | 23-Dec-22 | 10025.70 | 0.26% | – | 0.37% | 22/35 |
| 3 Month | 25-Oct-22 | 9986.50 | -0.14% | – | -2.59% | 17/34 |
| 6 Month | 25-Jul-22 | 10640.10 | 6.40% | – | 3.41% | 15/33 |
| YTD | 30-Dec-22 | 9852.90 | -1.47% | – | -1.57% | 17/35 |
| 1 Year | 25-Jan-22 | 10272.10 | 2.72% | 2.72% | -0.79% | 13/33 |
| 2 Year | 25-Jan-21 | 12789.30 | 27.89% | 13.09% | 9.17% | 10/32 |
| 3 Year | 24-Jan-20 | 14694.60 | 46.95% | 13.66% | 10.45% | 11/30 |
| 5 Year | 25-Jan-18 | 15196.70 | 51.97% | 8.73% | 7.58% | 18/29 |
| 10 Year | 25-Jan-13 | 34144.70 | 241.45% | 13.06% | 11.30% | 8/28 |
| Since Inception | 30-Aug-02 | 346910.00 | 3369.10% | 18.97% | 12.51% | 4/35 |
Returns Calculator Detailed Returns Analysis
SIP RETURNS (NAV as on 25th January, 2023)
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 25-Jan-22 | 12000 | 12518.87 | 4.32 % | 8.06 % |
| 2 Year | 25-Jan-21 | 24000 | 26041.22 | 8.51 % | 8.04 % |
| 3 Year | 24-Jan-20 | 36000 | 46084.18 | 28.01 % | 16.69 % |
| 5 Year | 25-Jan-18 | 60000 | 84170.53 | 40.28 % | 13.49 % |
| 10 Year | 25-Jan-13 | 120000 | 229861.39 | 91.55 % | 12.47 % |
Investment Strategy The fund’s investment strategy is to invest primarily in large-cap companies that have the potential for long-term growth. The fund’s portfolio is diversified across sectors and companies, with a focus on companies that have a strong track record of performance and are expected to continue to perform well in the future. The fund also seeks to minimize risk by diversifying its portfolio across sectors and companies.
Regular Plan The regular plan option is for investors who want to invest through intermediaries such as financial advisors or distributors. The regular plan option is suitable for investors who prefer to seek professional advice before investing in mutual funds. The regular plan option also offers the advantage of being able to invest in small amounts through systematic investment plans (SIPs).
Direct Plan The direct-plan option is for investors who want to invest directly with the fund house without the assistance of intermediaries. The direct-plan option is suitable for investors who prefer to do their own research and invest on their own. The direct-plan option also offers the advantage of lower expense ratios, which can result in higher returns over the long-term.
Performance The fund has shown consistent performance over the years and has consistently beaten its benchmark over the past 3 and 5 years. The fund’s returns are also in line with the returns of its peers in the category. As of 2021, the fund has returned 15.5% over the last one year, 14.4% over the last three years and 13.8% over the last five years.
However, it’s important to note that the past performance of a fund is not indicative of its future performance. The fund’s performance can be affected by market conditions and the performance of the underlying securities in the fund’s portfolio. As such, it’s important for investors to consider their risk tolerance and investment horizon before investing in the fund.
Risk and Return Like all mutual funds, the fund’s performance can be affected by market conditions and the performance of the underlying securities in the fund’s portfolio. As such, the fund carries a moderate to high level of risk. However, the fund’s diversified portfolio and focus on large-cap companies can help to minimize risk.
The fund is suitable for investors with a long-term investment horizon and a moderate to high risk tolerance. The regular plan option is suitable for investors who prefer to seek professional advice before investing in mutual funds, while the direct-plan option is suitable for investors who prefer to do their own research and invest on their own.
BSE 100 index. The fund is managed by Aditya Birla Sun Life AMC Limited and is available in both regular plan and direct-plan options. The fund’s investment objective is to generate long-term capital appreciation by following a research-driven investment approach and by identifying companies with strong fundamentals, good management, and sustainable business models.
The fund’s investment strategy is to invest primarily in large-cap companies that have the potential for long-term growth. The fund’s portfolio is diversified across sectors and companies, with a focus on companies that have a strong track record of performance and are expected to continue to perform well in the future. The fund also seeks to minimize risk by diversifying its portfolio across sectors and companies.
The regular plan option is for investors who want to invest through intermediaries such as financial advisors or distributors. The regular plan option is suitable for investors who prefer to seek professional advice before investing in mutual funds. The regular plan option also offers the advantage of being able to invest in small amounts through systematic investment plans (SIPs).
The direct-plan option is for investors who want to invest directly with the fund house without the assistance of intermediaries. The direct-plan option is suitable for investors who prefer to do their own research and invest on their own. The direct-plan option also offers the advantage of lower expense ratios, which can result in higher returns over the long-term.
The fund has shown consistent performance over the years and has consistently beaten its benchmark over the past 3 and 5 years. The fund’s returns are also in line with the returns of its peers in the category. As of 2021, the fund has returned 15.5% over the last one year, 14.4% over the last three years and 13.8% over the last five years. However, it’s important to note that the past performance of a fund is not indicative of its future performance.
The fund carries a moderate to high level of risk due to its equity investments. However, the fund’s diversified portfolio and focus on large-cap companies can help to minimize risk. The fund is suitable for investors with a long-term investment horizon and a moderate to high risk tolerance.
In conclusion, Aditya Birla Sun Life Frontline Equity Fund – Regular Plan/Direct Plan is a solid option for investors looking for long-term capital appreciation through a diversified portfolio of large-cap companies. The fund’s consistent performance, diversified portfolio, and focus on companies with strong fundamentals make it a solid choice for investors with a moderate to high risk tolerance and a long-term investment horizon. The choice between the regular and direct-plan options will depend on the investor’s preference for professional advice or self-directed investing.
“Aditya Birla Sun Life Frontline Equity Fund: An In-Depth Look”
Aditya Birla Sun Life Frontline Equity Fund is an open-ended equity fund that invests primarily in large-cap companies that have the potential for long-term growth. The fund is benchmarked against the BSE 100 index and is managed by Aditya Birla Sun Life AMC Limited. The fund is available in both regular plan and direct-plan options, catering to the different needs of investors.
Investment Objective
The fund’s investment objective is to generate long-term capital appreciation by following a research-driven investment approach and identifying companies with strong fundamentals, good management, and sustainable business models. The fund’s investment strategy is to invest primarily in large-cap companies that have the potential for long-term growth. The fund’s portfolio is diversified across sectors and companies, with a focus on companies that have a strong track record of performance and are expected to continue to perform well in the future.
Regular Plan vs Direct Plan
The regular plan option is for investors who want to invest through intermediaries such as financial advisors or distributors. This option is suitable for investors who prefer to seek professional advice before investing in mutual funds. The regular plan option also offers the advantage of being able to invest in small amounts through systematic investment plans (SIPs).
On the other hand, the direct-plan option is for investors who want to invest directly with the fund house without the assistance of intermediaries. The direct-plan option is suitable for investors who prefer to do their own research and invest on their own. The direct-plan option also offers the advantage of lower expense ratios, which can result in higher returns over the long-term.
Performance
The fund has shown consistent performance over the years and has consistently beaten its benchmark over the past 3 and 5 years. As of 2021, the fund has returned 15.5% over the last one year, 14.4% over the last three years and 13.8% over the last five years. However, it’s important to note that the past performance of a fund is not indicative of its future performance.
Risk Profile
The fund carries a moderate to high level of risk due to its equity investments. However, the fund’s diversified portfolio and focus on large-cap companies can help to minimize risk. The fund is suitable for investors with a long-term investment horizon and a moderate to high risk tolerance.
Conclusion
In conclusion, Aditya Birla Sun Life Frontline Equity Fund – Regular Plan/Direct Plan is a solid option for investors looking for long-term capital appreciation through a diversified portfolio of large-cap companies. The fund’s consistent performance, diversified portfolio, and focus on companies with strong fundamentals make it a solid choice for investors with a moderate to high risk tolerance and a long-term investment horizon. The choice between the regular and direct-plan options will depend on the investor’s preference for professional advice or self-directed investing. It is important for investors to conduct their own research and consult a financial advisor before investing in any mutual fund.
“Aditya Birla Sun Life Frontline Equity Fund: Frequently Asked Questions”
- What is the investment objective of Aditya Birla Sun Life Frontline Equity Fund? The fund’s investment objective is to generate long-term capital appreciation by following a research-driven investment approach and identifying companies with strong fundamentals, good management, and sustainable business models.
- What is the benchmark for Aditya Birla Sun Life Frontline Equity Fund? The fund is benchmarked against the BSE 100 index.
- What is the difference between the regular plan and the direct plan option for Aditya Birla Sun Life Frontline Equity Fund? The regular plan option is for investors who want to invest through intermediaries such as financial advisors or distributors. The direct-plan option is for investors who want to invest directly with the fund house without the assistance of intermediaries. The direct-plan option also offers the advantage of lower expense ratios.
- How has the fund performed in the past? The fund has shown consistent performance over the years and has consistently beaten its benchmark over the past 3 and 5 years. As of 2021, the fund has returned 15.5% over the last one year, 14.4% over the last three years and 13.8% over the last five years.
- What is the risk profile of Aditya Birla Sun Life Frontline Equity Fund? The fund carries a moderate to high level of risk due to its equity investments. However, the fund’s diversified portfolio and focus on large-cap companies can help to minimize risk. The fund is suitable for investors with a long-term investment horizon and a moderate to high risk tolerance.
- Is Aditya Birla Sun Life Frontline Equity Fund suitable for me? It depends on your investment goals, risk tolerance and investment horizon. It is important for investors to conduct their own research and consult a financial advisor before investing in any mutual fund.
- How can I invest in Aditya Birla Sun Life Frontline Equity Fund? You can invest in Aditya Birla Sun Life Frontline Equity Fund through online platforms or by visiting the nearest branch of Aditya Birla Sun Life AMC Limited.
