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#
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
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