Tata Equity PE Fund Regular Plan vs Aditya Birla Sun Life Pure Value Fund compare

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Aditya Birla Sun Life Pure Value Fund - Growth Option

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Tata Equity PE Fund Regular Plan -(Growth Option)

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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	Tata Equity PE Fund Regular Plan -(Growth Option)
Fund	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5929 Cr	₹8068 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	27 Mar 2008	29 Jun 2004
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	83%	48.01%
Expense Ratio	1.88	1.79
Manager	Dhaval Joshi	Amey Sathe
ISIN Code	INF209K01LF3	INF277K01451
Exits Load	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	Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month	-6.63%	-6.23%
6 Month	-16.1%	-17.76%
1 Year	-2.73%	0.49%
3 Year	20.64%	20.01%
5 Year	21.54%	19.94%

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month	-12.53%	-11.65%
1 Year	-20.42%	-20.21%
3 Year	14.24%	14.3%
5 Year	18.1%	17.58%

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year	14.12%	17.28%
3 Year	17.65%	16.64%
5 Year	17.36%	14.99%

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation	15.69%	12.45%
Sharp	0.65%	0.8%
Beta	1.14%	0.99%
Alpha	2.19%	3.71%

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Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Name	Dhaval Joshi	Amey Sathe
Total AUM	₹361932 Cr	₹11910 Cr
Fund Manage	55	4
	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	5.80516	10.20263
Large Cap	39.95725	52.69963
Small Cap	40.00769	24.04165
Mid Cap	14.22986	13.05611

Scheme Name	Aditya Birla Sun Life Pure Value Fund - Growth Option	Tata Equity PE Fund Regular Plan -(Growth Option)
Others	2.0411	7.28483
Energy	5.44616	9.94634
Utilities	5.72381	6.2787
Technology	10.71186	7.92911
Consumer Cyclical	14.42456	10.30367
Healthcare	7.76536	5.88565
Industrials	15.78364	0.59903
Financial Services	19.37614	36.02366
Basic Materials	12.53376	4.29638
Consumer Defensive	2.54422	6.89689
Communication Services	0.91706	4.55576
Real Estate	2.73229	-