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Birla Sun Life Frontline Equity Fund

A fund which has beaten its benchmark in each one of the last ten years, Birla Sun Life Frontline Equity has enjoyed an average.

Strategy: True to its name, the fund has consistently invested 70-80 per cent of its portfolio in large-cap stocks and the rest 20-25 per cent in midcaps. The fund does not invest in small caps. It has usually been overweight in large-caps compared to its peers, owning 7-11 per cent more large-cap exposure in the last one year. The fund's conservatism is evident from its rising exposures to large-caps as the markets have boomed. It has actually reduced its allocation to mid cap stocks despite a general rush to join in on the mid-cap stock rally.

The fund pegs its sector weights to those of the BSE 200 index, while sometimes selecting stocks outside the index. This discipline has helped ensure that the fund doesn't fall much more steeply than the market during bear phases. The fund's success has led to a steady increase in its assets with the latest AUM at R6866 crore by end-September. A steady management team has also led to continuity of style and market cap bias.

Performance: Whether up, down or sideways market, this fund has managed to stay a couple of steps ahead of its benchmark, cumulatively outdoing the index by 60 per cent till date. Its particularly good record at containing downside in the falling markets of 2008 and 2011 has ensured a smoother ride for investors too. While the 5 year return of 13.4 per cent is ahead of the category by 180 basis points and the 7 year return of 11.1 per cent is ahead by a good 300 basis points. Returns relative to category have been a little sluggish in the last one year, at 39.9 per cent but easily beat the benchmark.

What we don't like: The sector pegs to the BSE 200 index may prevent this fund from accessing good mid-cap opportunities outside the index.

Why Invest? The fund has been an easy winner over three different market cycles and is backed by a stable management team too.


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