Tata Equity PE Fund Regular Plan vs Aditya Birla Sun Life Pure Value Fund compare
Aditya Birla Sun Life Pure Value Fund - Growth Option
Tata Equity PE Fund Regular Plan -(Growth Option)
Chart Comparison
| 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) | ₹6225 Cr | ₹8485 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2008 | 05 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 | 1.78 |
| Manager | Dhaval Joshi | Amey Sathe |
| ISIN Code | INF209K01LF3 | INF277K01451 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Month | -5.3% | -6.01% |
| 6 Month | 10.03% | 11.3% |
| 1 Year | 40.53% | 46.16% |
| 3 Year | 20.37% | 21.16% |
| 5 Year | 22.2% | 21.14% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.79% | 21.72% |
| 3 Year | 47.46% | 52.97% |
| 5 Year | 89.45% | 90.67% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Year | 14.15% | 16.99% |
| 3 Year | 17.52% | 16.52% |
| 5 Year | 17.08% | 14.88% |
| 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 | 0.95% | 1.29% |
| Beta | 1.15% | 0.95% |
| Alpha | 2.84% | 6.01% |
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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 | 1.3 | 2.76 |
| Large Cap | 44.86 | 57.7 |
| Small Cap | 40.77 | 19.81 |
| Mid Cap | 13.08 | 19.73 |
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Others | 1.3 | 2.71 |
| Energy | 12.71 | 18.67 |
| Technology | 10.75 | 4.36 |
| Automobile | 6.39 | 7.33 |
| Materials | 5.07 | 8.03 |
| Construction | 6.06 | 1.56 |
| Financial | 22.67 | 28.56 |
| Healthcare | 7.28 | 2.82 |
| Capital Goods | 4.03 | 6.97 |
| Consumer Staples | 3.89 | 6.13 |
| Chemicals | 1.47 | 1.41 |
| Metals & Mining | 11.27 | 2.84 |
| Insurance | 0.71 | - |
| Communication | 1.05 | 1.45 |
| Consumer Discretionary | 0.81 | - |
| Services | 3.91 | 4.01 |
| Textiles | 0.64 | 3.15 |
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