Aditya Birla Sun Life Pure Value Fund vs BANDHAN Sterling Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Pure Value Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹10036 Cr ₹6416 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Mar 2008 27 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 83%
Expense Ratio 1.75 1.86
Manager Ritika Behera Dhaval Joshi
ISIN Code INF194K01342 INF209K01LF3
Exits Load Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month -0.03% 1.71%
6 Month 0.05% 4.32%
1 Year 20.48% 21.25%
3 Year 18.66% 21.7%
5 Year 25.45% 22.6%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month - -
1 Year 8.47% 12.21%
3 Year 22.13% 27.14%
5 Year 27.36% 26.06%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 13.19% 13.92%
3 Year 17.79% 17.51%
5 Year 16.38% 17.07%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 13.04% 15.69%
Sharp 1.23% 0.95%
Beta 0.86% 1.11%
Alpha 5.56% 4.4%

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Name Ritika Behera Dhaval Joshi
Total AUM ₹43013 Cr ₹361932 Cr
Fund Manage 19 55
BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 10.35 1.18
Small Cap 16.68 42.5
Large Cap 59.36 48.24
Mid Cap 15.6 7.69

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 10.35 1.18
Realty 1.78 2.98
Petroleum Products 4.65 3.39
IT - Software 7.76 10.14
Construction 5.03 4
Finance 3.55 5.19
Non - Ferrous Metals 0.82 0.78
Banks 17.87 11.32
Pharmaceuticals & Biotechnology 7.36 7.85
Leisure Services 1.87 0.66
Electrical Equipment 2.18 2.64
Consumer Durables 2.19 -
Personal Products 1.28 -
Power 3.73 3.89
Insurance 4.15 2.8
Gas 0.9 2.68
Diversified FMCG 2.19 1.62
Automobiles 4.02 3.4
Diversified Metals 1.25 1.52
Oil 1.19 1.1
Chemicals & Petrochemicals 0.66 0.36
Auto Components 2.99 8.39
Cement & Cement Products 0.77 4.82
Transport Services 1.06 0.43
Telecom - Services 1.12 -
Minerals & Mining 0.22 -
Commercial Services & Supplies 1.37 -
Fertilizers & Agrochemicals 0.43 -
Retailing 1.97 0.41
Beverages 2.61 -
Ferrous Metals 3.09 1.94
Food Products 1.58 -
Industrial Manufacturing - 2.46
Paper, Forest & Jute Products - 0.21
Agricultural Food & other Products - 1.44
Industrial Products - 4.24
IT - Services - 1.14
Textiles & Apparels - 1.75
Capital Markets - 3.52
Consumable Fuels - 0.52
Aerospace & Defense - 0.44
Transport Infrastructure - 0.4

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