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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% 9.27%
6 Month -12.52% -15.33%
1 Year 4.59% 3.58%
3 Year 16.04% 18%
5 Year 35.72% 29.07%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month -4.49% -7.16%
1 Year -10.02% -13.54%
3 Year 15.45% 17.27%
5 Year 21.96% 19.68%

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% 0.61%
Beta 0.912% 1.13%
Alpha 3.11% 2.86%

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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 5.81
Large Cap 59.51 39.96
Small Cap 16.41 40.01
Mid Cap 14.74 14.23

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 9.28 2.04
Basic Materials 8.56 12.53
Energy 8.1 5.45
Technology 8.39 10.71
Industrials 8.15 15.78
Financial Services 28.95 19.38
Healthcare 5.86 7.77
Consumer Cyclical 10.93 14.42
Consumer Defensive 7.36 2.54
Utilities 2.62 5.72
Real Estate 1.78 2.73
Communication Services - 0.92

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