Alliance Frontline Equity Fund


Issue details

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  • Opening date
August 12, 2002
  • Issue price
Rs.10/-
  • Closing date
August 30, 2002
  • Minimum investment
Rs.5,000/- and in multiples of Rs.500/-
  • Entry load
Nil during the initial offer, thereafter 2%
  • Type
Open-ended equity fund
  • Exit load
Nil

Nature of the Scheme:The fund seeks to achieve capital appreciation by investing in frontline stocks .

Highlights

  • This scheme offers dividend option and growth option.
  • The scheme offers the unit holders an option to switch all or part of their investment in the scheme to any other scheme of Sundaram Mutual Fund.
  • The entire initial issue expenses of the respective Plans will be borne by the AMC.

Investment Strategy

Under normal circumstances, the fund will invest in frontline stocks while ensuring that all leading sectors are represented in its portfolio. The scheme will target the similar sectoral weights in its portfolio as its benchmark, BSE 200 on a designated day.

Performance of other funds in the fund house

Name 1 months 3 months 1 year 3 years inception
Alliance Income fund 1.10% 4.24% 13.64% 13.48% 13.15%
Alliance Cash Manager 0.55% 1.71% 7.41% 8.69% 8.72%
Alliance Equity Fund -6.49% -4.14% 7.52% 4.41% 25.95%

Risk Perception

With attractive equity markets and good professional mangement, the fund will pay off well for investors looking at good returns with reasonably high risk.

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