BANDHAN Sterling Value Fund vs Aditya Birla Sun Life Pure Value Fund compare

Link copied to clipboard!

tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9754 Cr ₹6225 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Mar 2008 05 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 83%
Expense Ratio 1.75 1.88
Manager Ritika Behera Dhaval Joshi
ISIN Code INF194K01342 INF209K01LF3
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month 1.4% 3.35%
6 Month 18.13% 23.58%
1 Year 40.76% 40.29%
3 Year 24.88% 22.06%
5 Year 28.3% 24.48%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month - -
1 Year 18.1% 15.79%
3 Year 46.48% 47.46%
5 Year 109.75% 89.45%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 31.6% 26.13%
3 Year 80.26% 67.25%
5 Year 116.4% 99.67%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 13.04% 15.69%
Sharp 1.23% 1%
Beta 0.86% 1.15%
Alpha 5.56% 3.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Name Ritika Behera Dhaval Joshi
Total AUM ₹43013 Cr ₹361932 Cr
Fund Manage 19 55
BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 5.99 1.3
Large Cap 62.52 44.86
Small Cap 17.58 40.77
Mid Cap 15.05 13.08

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 5.99 1.3
Petroleum Products 4.49 -
IT - Software 7.64 -
Construction 5.43 6.06
Finance 4.13 -
Banks 18.87 -
Non - Ferrous Metals 1.49 -
Pharmaceuticals & Biotechnology 6.52 -
Leisure Services 2.1 -
Electrical Equipment 2.53 -
Consumer Durables 2.36 -
Automobiles 5.78 -
Personal Products 1.41 -
Power 3.73 -
Insurance 3.65 0.71
Gas 1.71 -
Diversified FMCG 1.96 -
Oil 1.12 -
Chemicals & Petrochemicals 0.77 -
Auto Components 3.78 -
Cement & Cement Products 0.83 -
Transport Services 1.1 -
Industrial Products 0.68 -
Telecom - Services 1.04 -
Consumable Fuels 1.31 -
Commercial Services & Supplies 1.08 -
Retailing 1.39 -
Realty 1 -
Ferrous Metals 3.74 -
Beverages 1.9 -
Food Products 1.61 -
Energy - 12.71
Technology - 10.75
Automobile - 6.39
Materials - 5.07
Financial - 22.67
Healthcare - 7.28
Capital Goods - 4.03
Consumer Staples - 3.89
Chemicals - 1.47
Metals & Mining - 11.27
Communication - 1.05
Consumer Discretionary - 0.81
Services - 3.91
Textiles - 0.64

Top Comparisons

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.54%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.54%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns10.24%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns12.29%

Compare Now

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns5.13%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns5.67%

Compare Now

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

3Y Returns14.92%

VS

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns27.11%

Compare Now
Request call back
Add to Cart Successfully