Aditya Birla Sun Life Frontline Equity Fund Overview
Category Large Cap Fund
BMSMONEY Rank 7
Rating
Growth Option 07-03-2025
NAV ₹468.4(R) -0.05% ₹516.35(D) -0.05%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.2% 14.92% 18.09% 12.21% 10.8%
Direct 3.88% 15.69% 18.89% 13.0% 11.69%
Benchmark
SIP (XIRR) Regular -9.5% 11.47% 14.59% 13.45% 12.58%
Direct -8.89% 12.24% 15.39% 14.22% 13.39%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.4 0.21 0.47 2.05% 0.06
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.09% -17.45% -15.82% 0.93 9.23%
Top Large Cap Fund
Fund Name Rank Rating
Dsp Top 100 Equity Fund 1
Nippon India Large Cap Fund 2
Icici Prudential Bluechip Fund 3
Hdfc Top 100 Fund 4
Canara Robeco Bluechip Equity Fund 5
Sbi Blue Chip Fund 6

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Frontline Equity Fund-Regular - IDCW 37.05
-0.0200
-0.0500%
Aditya Birla Sun Life Frontline Equity Fund-DIRECT - IDCW 88.25
-0.0400
-0.0500%
Aditya Birla Sun Life Frontline Equity Fund-Growth 468.4
-0.2300
-0.0500%
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan 516.35
-0.2500
-0.0500%

Review Date: 07-03-2025

Aditya Birla Sun Life Frontline Equity Fund has shown good performance in the Large Cap Fund category. The fund has rank of 8 out of 27 funds in the category. The fund has delivered return of 3.2% in 1 year, 14.92% in 3 years, 18.09% in 5 years and 10.8% in 10 years. The category average for the same periods is 1.34%, 14.36%, 16.8% and 10.55% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 13.09, VaR of -17.45, Average Drawdown of -6.47, Semi Deviation of 9.23 and Max Drawdown of -15.82. The category average for the same parameters is 13.47, -17.41, -6.37, 9.49 and -15.9 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Aditya Birla Sun Life Frontline Equity Fund direct growth option would have grown to ₹10388.0 in 1 year, ₹15486.0 in 3 years and ₹23750.0 in 5 years as of today (07-03-2025).
  2. An SIP of ₹1,000 per month in Aditya Birla Sun Life Frontline Equity Fund direct growth option would have grown to ₹11418.0 in 1 year, ₹43217.0 in 3 years and ₹88167.0 in 5 years as of today (07-03-2025).
  3. standard deviation of 13.09 and based on VaR one can expect to lose more than -17.45% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.4 which shows good performance of fund in the large cap fund category.
  5. The fund has R-square of 0.98, Beta of 0.93 and Jensen's Alpha of 2.05% which exhibit good performance in the large cap fund category .


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Aditya Birla Sun Life Frontline Equity Fund NAV Regular Growth Aditya Birla Sun Life Frontline Equity Fund NAV Direct Growth
07-03-2025 468.4 516.35
06-03-2025 468.63 516.6
05-03-2025 464.23 511.74
04-03-2025 458.32 505.22
03-03-2025 458.4 505.3
28-02-2025 457.69 504.49
27-02-2025 467.29 515.06
25-02-2025 468.27 516.13
24-02-2025 468.16 516.0
21-02-2025 472.76 521.04
20-02-2025 475.92 524.51
19-02-2025 474.9 523.37
18-02-2025 473.78 522.13
17-02-2025 473.83 522.17
14-02-2025 474.2 522.56
13-02-2025 477.49 526.17
12-02-2025 477.43 526.1
11-02-2025 478.15 526.88
10-02-2025 485.78 535.28
07-02-2025 490.64 540.61

Fund Launch Date: 23/Sep/2002
Fund Category: Large Cap Fund
Investment Objective: The objective of the scheme is 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, Nifty 50 TRI. The secondary objective is income generation and distribution of dividend.
Fund Description: It is a diversified equity scheme predominantly investing in largecap stocks across sectors in line with Nifty 50 TRI
Fund Benchmark: Nifty 50 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.