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Mutual Fund Review: Birla Sunlife Frontline Equity


 

Frontline Equity has beaten its benchmark consistently since the last five years. Its mandate ensures a healthy mix of safety with large caps and opportunity with mid-cap stocks. The scheme can be considered as an investment option by both existing as well as new investors




• BENCHMARK: BSE 200
• NET ASSETS (Cr) 2,908.9 (Jun 2011)
• EXPENSE RATIO 1.86%


A multi-cap offering, Frontline Equity has done well in rising markets and has also been able to protect its NAV during downturns. While it returned 62% in 2007 against 60% for the BSE 200, in 2008 it's NAV declined by about 49% against a 57% drop in the index. A reduction in capital goods and infrastructure stocks, which were piled up in 2007, probably helped the scheme sail through the 2008 meltdown. Its strategy to pick up profit-making companies that have a reasonable return on equity, good management and which are sensibly valued helped the fund clock 91% gains in 2009 and about 19% in 2010 against the BSE 200's 89% and 16% returns, respectively. Today the scheme has cut exposure in commodities, especially metals. It appears bullish on healthcare and selective capital goods companies. It believes valuations of the cap goods sector are quite reasonable.
 

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