Aditya Birla Sun Life Pure Value Fund vs UTI Value Fund compare
Aditya Birla Sun Life Pure Value Fund - Growth Option
Invest NowUTI Value Fund- Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6225 Cr | ₹9904 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Mar 2008 | 20 Jul 2005 |
Category | Value | Value |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 83% | 28% |
Expense Ratio | 1.88 | 1.8 |
Manager | Dhaval Joshi | Amit Kumar Premchandani |
ISIN Code | INF209K01LF3 | INF789F01AG5 |
Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -5.3% | -5.55% |
6 Month | 10.03% | 17.12% |
1 Year | 40.53% | 45.15% |
3 Year | 20.37% | 18.02% |
5 Year | 22.2% | 21.78% |
Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 15.79% | 19.73% |
3 Year | 47.46% | 41.61% |
5 Year | 89.45% | 79.02% |
Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 14.15% | 13.07% |
3 Year | 17.52% | 13.72% |
5 Year | 17.08% | 13.3% |
Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.69% | 12.09% |
Sharp | 0.95% | 1.02% |
Beta | 1.15% | 0.95% |
Alpha | 2.84% | 2.69% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Amit Kumar Premchandani |
Total AUM | ₹361932 Cr | ₹13572 Cr |
Fund Manage | 55 | 3 |
Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1.3 | 1 |
Large Cap | 44.86 | 66.06 |
Small Cap | 40.77 | 18.18 |
Mid Cap | 13.08 | 14.74 |
Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1.3 | 0.47 |
Energy | 12.71 | 8.3 |
Technology | 10.75 | 9.03 |
Automobile | 6.39 | 7.89 |
Materials | 5.07 | 4.15 |
Construction | 6.06 | 2.5 |
Financial | 22.67 | 28.63 |
Healthcare | 7.28 | 8.99 |
Capital Goods | 4.03 | 1.85 |
Consumer Staples | 3.89 | 3.97 |
Chemicals | 1.47 | 1.25 |
Metals & Mining | 11.27 | 5.84 |
Insurance | 0.71 | 2.71 |
Communication | 1.05 | 4.23 |
Consumer Discretionary | 0.81 | 3.59 |
Services | 3.91 | 5.22 |
Textiles | 0.64 | 1.36 |
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