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UTI Value Fund vs Aditya Birla Sun Life Pure Value Fund compare

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

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tortoise-icon UTI Value 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 UTI Value Fund- Regular Plan - Growth Option
Fund Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5929 Cr ₹9606 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Mar 2008 20 Jul 2005
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 83% 28%
Expense Ratio 1.88 1.82
Manager Dhaval Joshi Amit Kumar Premchandani
ISIN Code INF209K01LF3 INF789F01AG5
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 UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Month 9.2% 5.84%
6 Month -15.4% -12.06%
1 Year 3.58% 15.09%
3 Year 18.55% 17.04%
5 Year 29.65% 27.22%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
6 Month -7.16% -4.37%
1 Year -13.54% -5.13%
3 Year 17.27% 18.18%
5 Year 19.68% 18.95%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Year 14.12% 13.34%
3 Year 17.65% 13.88%
5 Year 17.36% 13.37%

Risk Management

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
Standard Deviation 15.69% 12.09%
Sharp 0.61% 0.65%
Beta 1.13% 0.94%
Alpha 2.86% 2.73%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
Name Dhaval Joshi Amit Kumar Premchandani
Total AUM ₹361932 Cr ₹13572 Cr
Funds Managed 55 3
Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

UTI Value Fund- Regular Plan - Growth Option

Others 5.81 0.94
Large Cap 39.96 67.71
Small Cap 40.01 13.24
Mid Cap 14.23 18.1

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

UTI Value Fund- Regular Plan - Growth Option

Others 2.04 0.57
Energy 5.45 5.65
Utilities 5.72 2.6
Technology 10.71 11.65
Consumer Cyclical 14.42 11.83
Healthcare 7.77 7.88
Industrials 15.78 4.94
Financial Services 19.38 33.72
Basic Materials 12.53 9.82
Consumer Defensive 2.54 3.37
Communication Services 0.92 6.49
Real Estate 2.73 1.47

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