Aditya Birla Sun Life Mutual Fundempower.abslmf.com/files/pdf/Frontline.pdf · 2020-07-14 ·...

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The fund manager has the leeway to choose better performing companies outside the large-cap space Flexibility Bias towards the large cap companies that have carved out a niche for themselves over the years Focus Maintains sector exposure within a well-defined range of sectoral weight in the benchmark Discipline Employs a blend of top down & bottom up approach for making investment decisions Research The wealth creation journey can be attributed to the following The fund has Multiplied investor’s wealth by over 21 times in the last 18 years. It invests across market cap, industries & sectors with a tilt towards large cap. Mutual Funds Aditya Birla Sun Life Mutual Fund (An Open ended equity scheme predominantly investing in large cap stocks) Aditya Birla Sun Life Frontline Equity Fund Monthly SIP of 10,000 started 18 years ago # , would have grown to 96.31 Lakh* today! #Inception Date: Aug 30, 2002 | *Total Investment Rs. 21.60 Lakh | Assumed investments were made on 1st day of eve month 1 Lakh to 21.76 Lakh in 18 Years #

Transcript of Aditya Birla Sun Life Mutual Fundempower.abslmf.com/files/pdf/Frontline.pdf · 2020-07-14 ·...

Page 1: Aditya Birla Sun Life Mutual Fundempower.abslmf.com/files/pdf/Frontline.pdf · 2020-07-14 · Mahesh Patil manages 3 open-ended schemes of Aditya Birla Sun Life Mutual Fund. The scheme

The fund manager has the leeway to choose better performing companies

outside the large-cap space

FlexibilityBias towards the large cap

companies that have carved out a niche for themselves

over the years

Focus

Maintains sector exposure within a well-defined range of sectoral

weight in the benchmark

DisciplineEmploys a blend of top down & bottom up approach for making

investment decisions

Research

The wealth creation journey can be attributed to the following

The fund hasMultiplied investor’s wealth by over 21 times in the last 18 years.

It invests across market cap, industries & sectors with a tilt towards large cap.

Mutual FundsAditya Birla Sun Life Mutual Fund

(An Open ended equity scheme predominantly investing in large cap stocks)

Aditya Birla Sun LifeFrontline Equity Fund

Monthly SIP of ₹ 10,000 started 18 years ago#, would have grown to

₹ 96.31 Lakh* today!

#Inception Date: Aug 30, 2002 | *Total Investment Rs. 21.60 Lakh | Assumed investments were made on 1st day of eve� month

₹ 1 Lakh to ₹ 21.76 Lakhin 18 Years#

Page 2: Aditya Birla Sun Life Mutual Fundempower.abslmf.com/files/pdf/Frontline.pdf · 2020-07-14 · Mahesh Patil manages 3 open-ended schemes of Aditya Birla Sun Life Mutual Fund. The scheme

NAV as on August 31, 2020: ₹ 217.6

Fund manager: Mr. Mahesh Patil (Since November, 2005)

CAGR % Returns1 Year 3 Year 5 Year

Aditya Birla Sun Life Frontline Equity Fund 2.29 1.06 6.55

4.31 6.01 8.75

4.58 8.03 9.38

10,229 10,322 13,738

10,431 11,915 15,214

10,458 12,612 15,663

B: Ni�y 50 TRI

AB: S&P BSE SENSEX TRI

AB: S&P BSE SENSEX TRI

Since Inception

18.64

15.97

17.36

2,17,600

1,44,396

1,78,963

Aditya Birla Sun Life Frontline Equity Fund

B: Ni�y 50 TRI

Value of ₹ 10,000 invested

Inception Date: August 30, 2002

Aditya Birla Sun Life Frontline Equity Fund Regular Plan - Growth Option

Particulars

Fund Manager: Mr. Mahesh Patil

Scheme Benchmark Scheme Benchmark Scheme Benchmark

Aditya Birla Sun Life Focused Equity Fund 5.06 4.31 2.09 6.01 7.24 8.75

CAGR % Returns1 year 3 years 5 yearsScheme Name

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Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

Note: Performance as on August 31, 2020 B: Benchmark, AB: Additional Benchmark

Contact your financial advisor for further details OR Visit - www.mutualfund.adityabirlacapital.com

Name of Scheme This product is suitable for investors who are seeking*:

Aditya Birla Sun Life Frontline Equity Fund(An open ended equityscheme predominantlyinvesting in large capstocks)

• long term capital growth • Investments in equity and equity related securities, diversified across various industries in line with the benchmark index, Ni�y 50

PRODUCT LABEL

*Investors should consult their financial advisors if in doubt whether the product is suitable for them.

Riskometer

Investors understand that their principalwill be at Moderately high risk

Past performance may or may not be sustained in future. The above scheme performance is of Regular Plan - Growth Option. Kindly note different plans have different expense structure. Load and Taxes are not considered for computation of returns. The scheme is in existence for more than 5 years. When scheme/additional benchmark returns are not available, they have not been shown. Mr. Mahesh Patil manages 3 open-ended schemes of Aditya Birla Sun Life Mutual Fund. The scheme is currently managed by Mr. Mahesh Patil since Nov 2005 (14.9 years)

Note:a. Mr. Mahesh Patil manages 3 open-ended schemes of Aditya Birla Sun Life Mutual Fund.b. Different plans shall have a different expense structure. The performance details provided herein are Regular Plan - Growth Option.

Data as on August 31, 2020 | B: Benchmark | AB: Additional Benchmark

SCHEME PERFORMANCE SUMMARY

Other Funds Managed by Mr. Mahesh Patil