Aditya Birla Sun Life Pure Value Fund follows the value investment strategy to generate consistent long-term capital appreciation. The fund invests predominantly in the equity and equity-related securities, keeping a small proportion in the fixed income instruments as well. Birla Sun Life Pure Value Fund invests in the stocks priced lower than true value, but reach their intrinsic value in the long run.
|Fund Type||Open Ended|
|Benchmark||S&P BSE 200|
|Asset Size(Cr)||4518.66 (As on Mar 31, 2019)|
|Fund Manager||Mahesh Patil (4.4), Milind Bafna (4.4)|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1% for 365 days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|IDFC Sterling Value Fund (G)||127.02%||50.14%||28.93%|
|Kotak India EQ Contra Fund (G)||4.9%||16.25%||13.85%|
|Invesco India Contra Fund (G)||-1.39%||15.51%||18.6%|
|Tata Equity P/E Fund (G)||-13.02%||15.27%||20.9%|
|HDFC Capital Builder Value Fund (G)||-0.16%||14.03%||15.24%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Launched in 2008, the Birla Sun Life Pure Value Fund Growth is an investment strategy designed by Birla Sun Life Mutual Funds. It is a purely equity-based mutual fund plan through which you can make diversified investment in the stocks of multi-cap companies. Its primary objective is to achieve long-term capital appreciation by putting the funds in the equity and equity-related securities. The investors seeking capital growth in the long run have the best alternative of investing their money in this strategy to gain substantial income.
Birla Sun Life Pure Value Fund Growth has been evaluated by our fund analysts to provide you with extensive knowledge about the same. They have come to a conclusion that it is among the best SIP investment plans and can help in achieving the desired financial goals. Here we have given an overview of this plan to make you understand how this scheme can generate revenues for your portfolio.
Being open ended in nature, this scheme provides a high degree of feasibility and flexibility to the investors. It falls under the diversified equity category and makes investments in the stocks and securities of various companies. Furthermore, it has dominant investments in the mid-cap companies and hence is categorised in the “Small & Mid Cap” division by CRISIL. The scheme is expanded into various sectors as well to get exposure of higher profits and minimise the associated risk. It has its own investing style in which it buys stocks that are trading less than their intrinsic value, i.e., the stocks which are valued considerably low in the market.
Furthermore, BSL Pure Value Fund Growth’s NAV amounts to Rs.45.700 as on November 4th, 2016. It is ranked third by CRISIL in its category and holds three-star rating. The minimum investment amount for making an SIP and lump sum payment, is Rs.1000 only. Its benchmark is S&P BSE 200 against which its performance is evaluated. The Riskometer shows a moderate risk appetite for this plan and thus it is worthwhile to make a mutual fund investment in the same.
This scheme has yielded considerable returns over a long-term period for the investors since its inception. Its absolute annual returns have always been appreciable and helped in creating wealth. They reached up to the level of 33.1 percent in 2012 and 96.1 percent in 2014. Accordingly, it has already shown its capacity of generating higher profits. Furthermore, the annualised returns for a period of three- and five-year investment are 37.30 and 22.90 percent.
The investors can contemplate here that the past records of this strategy are remarkable which has enabled confidence among the investors to put their funds in it. One can easily compute the returns of BSL Pure Value Fund Growth using the SIP Calculator to compute the amount that shall be generated as returns by this plan in the course of time.
This fund holds an asset size of Rs.604 crore as on September 30, 2016. Around 87.06 percent of the assets have been invested in the equity securities of the companies, wherein around 57.71 equity investments are made in the mid-cap stocks. Its average market capitalisation is Rs.6,809.05 crore.
Moreover, if we take into consideration the detailed portfolio review, we can come out with the sector allocation of the asset among various industries. They include healthcare, financial, chemicals, textiles, construction, FMCG and many more. The top holding of this plan constitutes the top-growing entities which are stable in their organisation and can yield higher profits. Some of them are Aurobindo Pharma, Gulf Oil Lubricants India, Glenmark Pharma, Atul, Gujarat Fluorochemicals, India Cements, and KPR Mills. Thus, with such a well-diversified portfolio, it can be assured that this scheme can offer extremely higher returns to the investors.
We, at MySIPonline, recommend the Birla Sun Life Pure Value Fund Growth to the investors as we believe that this scheme can earn you higher profits in the coming years. Its portfolio has the worth to yield greater productivity.
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