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	Very High
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	8.08%	5.89%
6 Month	-16.18%	-15.87%
1 Year	0.62%	4.07%
3 Year	16.91%	17.34%
5 Year	29.3%	27.36%

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	-7.16%	-6.97%
1 Year	-13.54%	-14.27%
3 Year	17.27%	16.99%
5 Year	19.68%	18.94%

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	0.61%	0.73%
Beta	1.13%	0.99%
Alpha	2.86%	4%

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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
Funds Managed	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	5.81	10.2
Large Cap	39.96	52.7
Small Cap	40.01	24.04
Mid Cap	14.23	13.06

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	2.04	7.28
Energy	5.45	9.95
Utilities	5.72	6.28
Technology	10.71	7.93
Consumer Cyclical	14.42	10.3
Healthcare	7.77	5.89
Industrials	15.78	0.6
Financial Services	19.38	36.02
Basic Materials	12.53	4.3
Consumer Defensive	2.54	6.9
Communication Services	0.92	4.56
Real Estate	2.73	-