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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) | ₹9841 Cr | ₹5879 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 | 2% | 2.32% |
| 6 Month | 12.11% | 12.87% |
| 1 Year | -5.7% | -7.49% |
| 3 Year | 16.35% | 18.18% |
| 5 Year | 26.39% | 21.73% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 2.56% | 1.98% |
| 1 Year | 6.57% | 3.02% |
| 3 Year | 14.28% | 14.72% |
| 5 Year | 17.81% | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 12.24% | 12.74% |
| 3 Year | 17.87% | 17.88% |
| 5 Year | 16.89% | 17.83% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.97% | 15.69% |
| Sharp | 0.79% | 0.75% |
| Beta | 0.86% | 1.12% |
| Alpha | 2.68% | 1.67% |
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 | 8.95 | 9.24 |
| Large Cap | 61.17 | 47.36 |
| Small Cap | 16.38 | 33.33 |
| Mid Cap | 13.49 | 10.07 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.95 | 4.3 |
| Energy | 9.33 | 5.13 |
| Technology | 8.1 | 10.88 |
| Basic Materials | 7.91 | 13.52 |
| Industrials | 5.88 | 13.79 |
| Financial Services | 32.61 | 23.5 |
| Healthcare | 5.72 | 7.13 |
| Consumer Cyclical | 11.37 | 8.3 |
| Consumer Defensive | 6.78 | 3.36 |
| Real Estate | 1.24 | 3.31 |
| Utilities | 2.1 | 5.66 |
| Communication Services | - | 1.12 |
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