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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla Sun Life Frontline Equity

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Name of the Fund: Birla Sun Life Frontline Equity (G)

Ranked #2 by CRISIL

Category: Large Cap Equity

Expense Ratio: 2.48%

Risk Level: Medium

Benchmark: BSE 200

Objective:  The fund endeavours to give your investments the much needed edge by investing in promising companies across industries. Objective is to seek long term capital growth through these investments.

Returns (Annualized)

1-Year3-Year5-Year
8.21%5.12%20.1%

Our Review

Birla Sun life frontline equity fund has made its inception in the year 2002. Since launch, it has delivered a phenomenal return of 23.37% annualized. It has also consistently beaten its benchmark as well as category average.

Top holdings of the fund include Infosys, ITC, ICICI bank, Reliance industries and HDFC bank. It has also declared dividends regularly for its investors. The latest dividend declared was Rs. 1 per unit. If you are willing to take some risk, you can opt for this fund for a period of 3-5 years.

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