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Aditya Birla Sun Life Pure Value Fund vs Nippon India Value Fund compare
Nippon India Value Fund- Growth Plan
Aditya Birla Sun Life Pure Value Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| Fund | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8170 Cr | ₹5929 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 08 Jun 2005 | 27 Mar 2008 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32% | 83% |
| Expense Ratio | 1.84 | 1.88 |
| Manager | Dhrumil Shah | Dhaval Joshi |
| ISIN Code | INF204K01GB3 | INF209K01LF3 |
| Exits Load | Nippon India Value Fund - 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 | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| 1 Month | 4.91% | 8.08% |
| 6 Month | -12.97% | -16.18% |
| 1 Year | 6.76% | 0.62% |
| 3 Year | 18.32% | 16.91% |
| 5 Year | 32.06% | 29.3% |
SIP Return Analysis
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| 6 Month | -4.83% | -7.16% |
| 1 Year | -8.42% | -13.54% |
| 3 Year | 20.9% | 17.27% |
| 5 Year | 22.73% | 19.68% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| 1 Year | 16.53% | 14.12% |
| 3 Year | 16.05% | 17.65% |
| 5 Year | 14.88% | 17.36% |
Risk Management
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.103% | 15.69% |
| Sharp | 0.791% | 0.61% |
| Beta | 1.013% | 1.13% |
| Alpha | 5.147% | 2.86% |
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Fund Managers
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| Name | Dhrumil Shah | Dhaval Joshi |
| Total AUM | ₹14011 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Pure Value Fund - Growth Option |
Market Cap
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| Others | 4.86 | 5.81 |
| Large Cap | 56.04 | 39.96 |
| Small Cap | 19.72 | 40.01 |
| Mid Cap | 19.38 | 14.23 |
Sector Allocation
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
|---|---|---|
| Others | 4.37 | 2.04 |
| Communication Services | 3.5 | 0.92 |
| Energy | 7.8 | 5.45 |
| Technology | 15.33 | 10.71 |
| Basic Materials | 8.9 | 12.53 |
| Industrials | 11.27 | 15.78 |
| Consumer Cyclical | 5.18 | 14.42 |
| Financial Services | 31.72 | 19.38 |
| Healthcare | 4.28 | 7.77 |
| Real Estate | 0.76 | 2.73 |
| Utilities | 5.66 | 5.72 |
| Consumer Defensive | 1.24 | 2.54 |
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