Birla Sun Life Frontline Equity Fund

Fund Snap Shot & Benefits

Birla Sun Life Frontline Equity Fund is an open-ended growth scheme with the purpose of long term growth of capital, from beginning to end a portfolio with a target allocation of 100 percent equity by aiming at being as diversified across different industries and or sectors as its chosen benchmark index and BSE 200.

This fund will monitor how market is running and they invest according the market movement. This fund investment in Large Cap potential fundamentals companies only, which benefits the market fallen the funds looks to seen not much impact on this fund losses. This fund also concentrates on good fundamental Midcap Companies also to invest time to time as per market movement. In this scenario this fund the risk reward ratio is medium. This Fund Indicates Brown Color {See Bottom for Risk Ration as per color Indication}

Investment Option

  • It is an Open-Ended scheme the minimum investment is Rs. 5,000 {Multiples of Rs. 1/- thereafter}
  • Systematic Investment Plan {S.I.P} Rs. 1,000/- {Multiples of Rs. 1/- thereafter}
  • Minimum Six installments (monthly) Rs. 1500/- (multiples of Re. 1/- thereafter)
  • Minimum Four  installments (quarterly)

Load Structure

Entry load – Nil

Exit load: 1% If Exit before 1 Year.

This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options.

Funding Structure

The Fund invests in Large Cap Companies and also in Strong Positional Background Companies. This Fund invests in 75 Companies.

The Fund Allocation in 10 Allocation Companies

01 Icici Bank 5.54%
02 Itc 4.96%
03 Reliance Industries 5.03%
04 Infosyis 3.39%
05 L&T 2.9%
06 Hdfc Bank 3.13%
07 Ntpc 2.51%
08 Hdfc 3.6%
09 Hind Unilever 2.45%
10 Dr. Reddy Laboratories 2.53%

 

Total

36.04%

Rest 64% allocate in another companies. As below we can see the ALLOCATION OF FUNDS IN TOP 10 SECTOIAL WISE.

01

Banking Sector

15%

02

Computers – Software

11%

03

Diversified

10%

04

Pharmaceuticals

7%

05

Finance – Housing

5%

06

Cigarettes

5%

07

Personal Care

4%

08

Oil Drilling & Exploration

3%

09

Power

3%

10

Auto

2%

Fund Returns

This fund is purely equity mutual fund we can expect best returns in long term investment. The risk ratio is also high. As per Mirae asset opportunities fund Growth Option we can seen the Returns as below

  • From Fund Stating Date to till today the fund given returns: 22.67%
  • Past 5 Years the fund given returns: 10.52%
  • Past 3 Years the fund given returns: 2.90%
  • Past 1 Year the fund given returns: 10.41%
  • The Highest NAV recorded for this fund is 103.3 as on 17 May’2013
  • The Lowest NAV recorded for this fund is 84.33 as on 03 Aug’2012 {as per Data Aug 05’2013}.

Investing thorough Systematic Investment Plan (SIP) of Rs. 2000 from August 2004 till we invest today Rs. 2, 16,000. This Mutual Fund Information as per 05 Aug ‘2013 you get 4265 Units the investment amount as per market value {NAV} Rs. 3,99,417.25 Ps.

Fund Details

Date of Announce: 30 Aug’2002

Fund Manager:  Mr. Mahesh Patil

Nav: Growth Option: 93.65; Dividend Option: 19.80 {As Per 05 Aug’2013}

Traded: S&P; BSE 200

Fund Type: Equity-Diversified

Amount in Funding: Rs. 3,250 Crores {As on 30 June’2013}

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Reminder:

Risk in Mutual Funds is preferred as below

(BLUE) Investors recognize that their principal will be at low risk.

(YELLOW) Investors recognize that their principal will be at medium risk.

(BROWN) Investors recognize that their principal will be at high risk.