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

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

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

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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) ₹9587 Cr ₹5929 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Mar 2008 27 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 83%
Expense Ratio 1.77 1.88
Manager Ritika Behera Dhaval Joshi
ISIN Code INF194K01342 INF209K01LF3
Exits Load Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month 5.57% 5.16%
6 Month -8.57% -13.67%
1 Year 5.22% 1.86%
3 Year 15.04% 15.85%
5 Year 32.87% 25.87%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month -0.54% -3.76%
1 Year -6.71% -12.5%
3 Year 15.97% 16.5%
5 Year 21.65% 18.89%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 13.57% 14.12%
3 Year 17.79% 17.65%
5 Year 16.52% 17.36%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 13.72% 15.69%
Sharp 0.672% 0.62%
Beta 0.912% 1.14%
Alpha 3.11% 3.06%

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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
Funds Managed 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 9.33 1.46
Large Cap 59.51 44.24
Small Cap 16.41 39.56
Mid Cap 14.74 14.55

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 9.28 1.46
Basic Materials 8.56 -
Energy 8.1 -
Technology 8.39 -
Industrials 8.15 -
Financial Services 28.95 -
Healthcare 5.86 -
Consumer Cyclical 10.93 -
Consumer Defensive 7.36 -
Utilities 2.62 -
Real Estate 1.78 -
Petroleum Products - 4.87
Gas - 2.9
IT - Software - 9.23
Auto Components - 9.04
Pharmaceuticals & Biotechnology - 7.75
Construction - 3.49
Finance - 6.79
Cement & Cement Products - 5.66
Industrial Manufacturing - 2.36
Banks - 8.16
Electrical Equipment - 2.45
Automobiles - 4.84
Paper, Forest & Jute Products - 0.07
Agricultural Food & other Products - 1.19
Industrial Products - 4.41
Telecom - Services - 1.14
Insurance - 2.06
IT - Services - 1.43
Diversified FMCG - 1.58
Textiles & Apparels - 1.59
Chemicals & Petrochemicals - 0.58
Diversified Metals - 1.59
Realty - 2.66
Transport Services - 0.42
Leisure Services - 0.67
Fertilizers & Agrochemicals - 0.75
Retailing - 0.93
Capital Markets - 3.09
Power - 2.91
Transport Infrastructure - 1.15
Ferrous Metals - 2.18
Aerospace & Defense - 0.41

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