Aditya Birla Sun Life Pure Value Fund vs Tata Equity PE Fund Regular Plan compare

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Aditya Birla Sun Life Pure Value Fund - Growth Option

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Tata Equity PE Fund Regular Plan -(Growth Option)

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Fund	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹5929 Cr	₹8068 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	27 Mar 2008	29 Jun 2004
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	83%	48.01%
Expense Ratio	1.88	1.79
Manager	Dhaval Joshi	Amey Sathe
ISIN Code	INF209K01LF3	INF277K01451
Exits Load	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	Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month	-7.95%	-6.16%
6 Month	-15.56%	-15.26%
1 Year	-1.34%	2.99%
3 Year	17.28%	17.73%
5 Year	19.24%	17.7%

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	-	-
1 Year	-15.21%	-13.87%
3 Year	16.21%	16.24%
5 Year	19.7%	18.96%

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year	14.12%	17.28%
3 Year	17.65%	16.64%
5 Year	17.36%	14.99%

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation	15.69%	12.45%
Sharp	0.65%	0.8%
Beta	1.14%	0.99%
Alpha	2.19%	3.71%

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Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Name	Dhaval Joshi	Amey Sathe
Total AUM	₹361932 Cr	₹11910 Cr
Fund Manage	55	4
	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	1.18	8.82
Small Cap	42.5	24.76
Large Cap	48.24	50.82
Mid Cap	7.69	15.6

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	1.18	8.82
Realty	2.98	-
Petroleum Products	3.39	4.61
Gas	2.68	0.88
IT - Software	10.14	4.8
Auto Components	8.39	2.84
Construction	4	0.62
Finance	5.19	10.65
Banks	11.32	18.13
Pharmaceuticals & Biotechnology	7.85	5.72
Cement & Cement Products	4.82	1.38
Industrial Manufacturing	2.46	-
Automobiles	3.4	2.64
Paper, Forest & Jute Products	0.21	-
Agricultural Food & other Products	1.44	-
Industrial Products	4.24	0.73
Insurance	2.8	-
IT - Services	1.14	-
Non - Ferrous Metals	0.78	-
Diversified FMCG	1.62	3.55
Textiles & Apparels	1.75	3.68
Electrical Equipment	2.64	-
Chemicals & Petrochemicals	0.36	-
Diversified Metals	1.52	-
Oil	1.1	1.44
Transport Services	0.43	-
Leisure Services	0.66	0.83
Capital Markets	3.52	5.19
Consumable Fuels	0.52	4.12
Retailing	0.41	1.68
Power	3.89	5.86
Ferrous Metals	1.94	-
Aerospace & Defense	0.44	0.9
Transport Infrastructure	0.4	-
Consumer Durables	-	2.05
Telecom - Services	-	2.5
Entertainment	-	1.69
Minerals & Mining	-	1.08
Beverages	-	3.61