Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Pure Value Fund vs BANDHAN Sterling Value Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Value Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹9961 Cr ₹6161 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 0.77% 0.16%
6 Month 4.79% 1.71%
1 Year -0.43% -0.1%
3 Year 21.52% 24.91%
5 Year 30.65% 25.78%

SIP Return Analysis

Scheme Name Bandhan Value Fund - Regular Plan - Growth Aditya Birla Sun Life Value Fund - Growth Option
6 Month 8.17% 10.46%
1 Year 7.49% 8.07%
3 Year 17.36% 19.72%
5 Year 20.83% 20.18%

Rolling Lumpsum Returns

Scheme Name Bandhan Value Fund - Regular Plan - Growth Aditya Birla Sun Life Value Fund - Growth Option
1 Year 12.66% 13.38%
3 Year 17.68% 17.66%
5 Year 16.72% 17.65%

Risk Management

Scheme Name Bandhan Value Fund - Regular Plan - Growth Aditya Birla Sun Life Value Fund - Growth Option
Standard Deviation 12.54% 15.69%
Sharp 1.21% 1.2%
Beta 0.86% 1.1%
Alpha 3.00% 2.59%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 8.88 6.46
Large Cap 59.89 44.25
Small Cap 16.5 36.63
Mid Cap 14.73 12.67

Sector Allocation

Scheme Name

Bandhan Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Value Fund - Growth Option

Others 8.83 3.05
Basic Materials 9.15 13.76
Energy 9.21 5.51
Technology 7.65 9.25
Industrials 6.72 16.24
Financial Services 31.02 24.08
Healthcare 5.69 6.66
Consumer Cyclical 11.2 8.6
Consumer Defensive 7.27 2.84
Real Estate 1.92 2.75
Utilities 1.34 5.96
Communication Services - 1.3

Top Comparisons

Bandhan Ultra Short Duration Fund - Regular Plan - Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.06%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.8%

Compare Now

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns27.28%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns20.03%

VS

SBI Focused Fund - Regular Plan -Growth SBI Focused Fund - Regular Plan -Growth

3Y Returns18.38%

Compare Now

Bandhan Aggressive Hybrid Fund - Growth Bandhan Aggressive Hybrid Fund - Growth

3Y Returns17.3%

VS

Quant Aggressive Hybrid Fund-Growth Quant Aggressive Hybrid Fund-Growth

3Y Returns16.3%

Compare Now
Add to Cart Successfully