HDFC Capital Builder Value Fund vs Aditya Birla Sun Life Pure Value Fund compare

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tortoise-icon HDFC Capital Builder Value Fund - Growth Plan

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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 HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7315 Cr ₹6225 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 05 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 4.74% 83%
Expense Ratio 1.84 1.88
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01426 INF209K01LF3
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month -6.07% -7.73%
6 Month 8.06% 6.35%
1 Year 32.32% 26.72%
3 Year 16.42% 18.7%
5 Year 19.62% 21.61%

SIP Return Analysis

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month - -
1 Year 23.37% 20.31%
3 Year 25.68% 28.91%
5 Year 24.62% 26.83%

Rolling Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 14.74% 13.92%
3 Year 15.19% 17.51%
5 Year 14.49% 17.07%

Risk Management

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 12.73% 15.69%
Sharp 1.15% 0.82%
Beta 0.96% 1.13%
Alpha 2.13% 3.59%

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Fund Managers

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option

Market Cap

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 0.41 1.3
Large Cap 66.86 44.86
Mid Cap 13.74 13.08
Small Cap 18.99 40.77

Sector Allocation

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 0.41 1.3
Telecom - Services 5.13 -
IT - Software 8.3 -
IT - Services 0.68 -
Personal Products 2.51 -
Transport Services 0.62 -
Construction 4.84 6.06
Retailing 1.19 -
Healthcare Services 1.78 -
Petroleum Products 1.74 -
Diversified FMCG 1.92 -
Pharmaceuticals & Biotechnology 6.81 -
Banks 23.21 -
Agricultural, Commercial & Construction Vehicles 0.46 -
Consumer Durables 2.31 -
Automobiles 4.31 -
Cement & Cement Products 2.27 -
Ferrous Metals 0.64 -
Telecom - Equipment & Accessories 1.34 -
Capital Markets 2.21 -
Chemicals & Petrochemicals 0.15 -
Finance 3.33 -
Insurance 1.77 0.71
Gas 0.91 -
Power 4.29 -
Entertainment 0.69 -
Realty 3.96 -
Auto Components 3.52 -
Aerospace & Defense 1.45 -
Electrical Equipment 0.39 -
Transport Infrastructure 0.56 -
Consumable Fuels 0.94 -
Industrial Manufacturing 0.49 -
Industrial Products 1.5 -
Beverages 3.37 -
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

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