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Aditya Birla Sun Life Pure Value Fund vs BANDHAN Sterling Value Fund compare
Bandhan Value Fund - Regular Plan - Growth
Aditya Birla Sun Life Value Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹10302 Cr | ₹6361 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Mar 2008 | 27 Mar 2008 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 83% |
| Expense Ratio | 1.77 | 1.88 |
| Manager | Ritika Behera | Dhaval Joshi |
| ISIN Code | INF194K01342 | INF209K01LF3 |
| Exits Load | Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Month | -0.1% | -0.43% |
| 6 Month | 4.09% | 4.3% |
| 1 Year | 2.82% | -0.79% |
| 3 Year | 17.22% | 19.2% |
| 5 Year | 22.82% | 19.28% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 2.77% | 3.01% |
| 1 Year | 13.15% | 14% |
| 3 Year | 13.33% | 14.26% |
| 5 Year | 16.16% | 16.27% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 13.57% | 11.93% |
| 3 Year | 18.23% | 18.19% |
| 5 Year | 17.42% | 18.19% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.92% | 15.69% |
| Sharp | 0.86% | 0.84% |
| Beta | 0.88% | 1.14% |
| Alpha | 2.68% | 2.09% |
Fund Managers
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Name | Ritika Behera | Dhaval Joshi |
| Total AUM | ₹43013 Cr | ₹361932 Cr |
| Funds Managed | 19 | 55 |
| Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 9.27 | 7.93 |
| Large Cap | 61.27 | 43.17 |
| Small Cap | 15.7 | 32.45 |
| Mid Cap | 13.76 | 16.45 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.55 | 2.28 |
| Energy | 9.86 | 4.77 |
| Technology | 9.5 | 11.89 |
| Industrials | 4.7 | 14.63 |
| Basic Materials | 7.14 | 11.99 |
| Financial Services | 33.97 | 26.7 |
| Healthcare | 5.2 | 8.15 |
| Consumer Defensive | 8.17 | 1.2 |
| Consumer Cyclical | 9.56 | 11.82 |
| Communication Services | 0.71 | - |
| Real Estate | 1.06 | 2.83 |
| Utilities | 1.56 | 3.74 |
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