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 1.57% -5.3%
6 Month 20.67% 10.03%
1 Year 47.76% 40.53%
3 Year 22.06% 20.37%
5 Year 22.7% 22.2%

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 19.64% 15.79%
3 Year 44.36% 47.46%
5 Year 83.4% 89.45%

Rolling Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 14.55% 14.15%
3 Year 14.98% 17.52%
5 Year 14.29% 17.08%

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% 0.95%
Beta 0.96% 1.15%
Alpha 2.13% 2.84%

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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 0.86 1.3
Large Cap 66.42 44.86
Mid Cap 14.67 13.08
Small Cap 18.05 40.77

Sector Allocation

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 0.55 1.3
Telecom - Services 4.9 -
IT - Software 8.5 -
IT - Services 0.67 -
Personal Products 2.61 -
Transport Services 0.98 -
Construction 5.18 6.06
Healthcare Services 1.79 -
Petroleum Products 1.55 -
Pharmaceuticals & Biotechnology 6.07 -
Banks 24.32 -
Agricultural, Commercial & Construction Vehicles 0.46 -
Consumer Durables 2.14 -
Automobiles 3.92 -
Cement & Cement Products 2.51 -
Ferrous Metals 0.83 -
Telecom - Equipment & Accessories 1.57 -
Capital Markets 2.64 -
Insurance 1.81 0.71
Finance 2.17 -
Gas 0.9 -
Diversified FMCG 1.25 -
Aerospace & Defense 3.31 -
Entertainment 0.68 -
Industrial Manufacturing 0.67 -
Realty 4.31 -
Auto Components 3.07 -
Industrial Products 2.11 -
Transport Infrastructure 0.57 -
Consumable Fuels 0.94 -
Beverages 3.16 -
Power 3.31 -
Retailing 0.55 -
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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