Quant Value Fund Regular vs Aditya Birla Sun Life Pure Value Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Value Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth
Fund Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6225 Cr ₹1901 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Mar 2008 30 Nov 2021
Category Value Value
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 83% %
Expense Ratio 1.88 2.01
Manager Dhaval Joshi Sanjeev Sharma
ISIN Code INF209K01LF3 INF966L01AQ6
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth
1 Month 4.75% -1.03%
6 Month 24.03% 18.39%
1 Year 42.11% 70.58%
3 Year 22.47% -
5 Year 23.99% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth
6 Month - -
1 Year 15.79% 31.27%
3 Year 47.46% 67.4%
5 Year 89.45% 67.4%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth
1 Year 26.13% 33.98%
3 Year 67.25% 72.6%
5 Year 99.67% 72.6%

Risk Management

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth
Standard Deviation 15.69% 21.18%
Sharp 1% -
Beta 1.15% -
Alpha 3.24% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth
Name Dhaval Joshi Sanjeev Sharma
Total AUM ₹361932 Cr ₹39731 Cr
Fund Manage 55 22
Aditya Birla Sun Life Pure Value Fund - Growth Option Quant Value Fund Regular - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

Quant Value Fund Regular - Growth

Others 1.3 19.47
Large Cap 44.86 48.09
Small Cap 40.77 23.06
Mid Cap 13.08 9.39

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

Quant Value Fund Regular - Growth

Others 1.3 5.72
Energy 12.71 20.31
Technology 10.75 -
Automobile 6.39 2.5
Materials 5.07 10.14
Construction 6.06 2.68
Financial 22.67 33.08
Healthcare 7.28 7.11
Capital Goods 4.03 0.44
Consumer Staples 3.89 0.44
Chemicals 1.47 -
Metals & Mining 11.27 7.2
Insurance 0.71 2.97
Communication 1.05 -
Consumer Discretionary 0.81 -
Services 3.91 7.42
Textiles 0.64 -

Top Comparisons

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.71%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.71%

Compare Now

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns25.88%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns26.79%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns17.32%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns18.58%

Compare Now

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

3Y Returns15.04%

VS

Axis Childrens Gift Fund - Lock in - Growth Axis Childrens Gift Fund - Lock in - Growth

3Y Returns9.63%

Compare Now
Request call back
Add to Cart Successfully