Aditya Birla Sun Life Pure Value Fund vs UTI Value Fund compare

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

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tortoise-icon UTI Value 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 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Month -7.73% -6.12%
6 Month 6.35% 12.7%
1 Year 26.72% 34.04%
3 Year 18.7% 16.43%
5 Year 21.61% 20.77%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
6 Month - -
1 Year 20.31% 28.73%
3 Year 28.91% 26.27%
5 Year 26.83% 24.33%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Year 13.92% 13.04%
3 Year 17.51% 13.72%
5 Year 17.07% 13.31%

Risk Management

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 0.82% 0.83%
Beta 1.13% 0.95%
Alpha 3.59% 2.64%

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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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