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

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tortoise-icon HDFC 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 Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund HDFC Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6950 Cr ₹5929 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 27 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 HDFC Capital Builder Value Fund - 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 HDFC Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month 6.55% 9.2%
6 Month -13.09% -15.4%
1 Year 9.1% 3.58%
3 Year 16.4% 18.57%
5 Year 28.21% 29.64%

SIP Return Analysis

Scheme Name HDFC Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month -5.06% -7.16%
1 Year -8.75% -13.54%
3 Year 16.86% 17.27%
5 Year 18.82% 19.68%

Rolling Lumpsum Returns

Scheme Name HDFC Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 14.89% 14.12%
3 Year 15.26% 17.65%
5 Year 14.67% 17.36%

Risk Management

Scheme Name HDFC Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 14.249% 15.69%
Sharp 0.598% 0.61%
Beta 0.965% 1.13%
Alpha 2.056% 2.86%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 1.55 5.81
Large Cap 67.83 39.96
Mid Cap 13.77 14.23
Small Cap 16.85 40.01

Sector Allocation

Scheme Name

HDFC Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 1.55 2.04
Communication Services 4.97 0.92
Technology 12.29 10.71
Consumer Defensive 8.24 2.54
Industrials 8.53 15.78
Consumer Cyclical 9.82 14.42
Healthcare 9.02 7.77
Energy 2.31 5.45
Financial Services 31.78 19.38
Basic Materials 2.97 12.53
Utilities 4.93 5.72
Real Estate 3.59 2.73

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