Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Higher probablity of downside risk. |
INDMoney rank | 10/19 | 18/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 30309 Cr | 35013 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.97% | 0.67% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 98 | 58 | ||
Top 5 Holdings | HDFC Bank Ltd (7.54%) ICICI Bank Ltd (7.53%) Infosys Ltd (6.28%) Reliance Industries Ltd (5.36%) Larsen & Toubro Ltd (4.78%) | HDFC Bank Ltd (8.71%) ICICI Bank Ltd (7.73%) Reliance Industries Ltd (6.31%) Avenue Supermarts Ltd (4.97%) Tata Consultancy Services Ltd (4.92%) | ||
No of Sectors | 12 | 11 | ||
Top 3 Sectors | Financial Services (31.53%) Consumer Cyclical (14.43%) Tech (9.71%) | Financial Services (30.58%) Consumer Cyclical (13.97%) Tech (10.5%) | ||
Equity % | 97.34% | 95.59% | ||
Debt % | 0.2% | - | ||
P/E | 25.85 | 28.58 | ||
P/B | 4.21 | 4.92 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 5.03% | 5.13% | ||
3-Month Return | 13.46% | 9.35% | ||
6-Month Return | 17.61% | 14.42% | ||
1-Year Return | 36.17% | 32.13% | ||
3-Year Return | 17.02% | 10.26% | ||
5-Year Return | 21.13% | 17.42% |
Sharpe | 0.94 | 0.44 | ||
Alpha | 1.81 | -4.76 | ||
Beta | 0.92 | 0.94 | ||
Standard Deviation | 11.82 | 12.42 | ||
Information Ratio | 0.53 | -1.5 |
Description | Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Axis Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Mahesh Patil | Shreyash Devalkar,Ashish Naik |