UTI Value Fund vs Aditya Birla Sun Life Pure Value Fund compare
Aditya Birla Sun Life Pure Value Fund - Growth Option
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
| 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) | ₹6225 Cr | ₹9904 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 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 | 1.8 |
| Manager | Dhaval Joshi | Amit Kumar Premchandani |
| ISIN Code | INF209K01LF3 | INF789F01AG5 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.38% | 6.56% |
| 6 Month | 16.18% | 24.41% |
| 1 Year | 42.37% | 44.75% |
| 3 Year | 22.28% | 19.58% |
| 5 Year | 24.27% | 24.22% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.79% | 19.73% |
| 3 Year | 47.46% | 41.61% |
| 5 Year | 89.45% | 79.02% |
| Scheme Name | Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.13% | 23.65% |
| 3 Year | 67.25% | 58.82% |
| 5 Year | 99.67% | 87.31% |
| 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 | 1% | 1.07% |
| Beta | 1.09% | 0.93% |
| Alpha | 1.52% | 1.25% |
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| 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 |
| Fund Manage | 55 | 3 |
| Aditya Birla Sun Life Pure Value Fund - Growth Option | UTI Value Fund- Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 44.86 | 66.06 |
| Small Cap | 40.77 | 18.18 |
| Mid Cap | 13.08 | 14.74 |
| Others | 1.3 | 1 |
| Scheme Name |
Aditya Birla Sun Life Pure Value Fund - Growth Option |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Technology | 10.75 | 9.03 |
| Financial | 22.67 | 28.63 |
| Healthcare | 7.28 | 8.99 |
| Energy | 12.71 | 8.3 |
| Metals & Mining | 11.27 | 5.84 |
| Automobile | 6.39 | 7.89 |
| Capital Goods | 4.03 | 1.85 |
| Materials | 5.07 | 4.15 |
| Construction | 6.06 | 2.5 |
| Consumer Staples | 3.89 | 3.97 |
| Services | 3.91 | 5.22 |
| Others | 1.3 | 0.47 |
| Communication | 1.05 | 4.23 |
| Consumer Discretionary | 0.81 | 3.59 |
| Insurance | 0.71 | 2.71 |
| Textiles | 0.64 | 1.36 |
| Chemicals | 1.47 | 1.25 |
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