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Aditya Birla Sun Life Pure Value Fund vs HSBC Value Fund compare

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

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tortoise-icon HSBC Value Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
Fund Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5929 Cr ₹12849 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Mar 2008 08 Jan 2010
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 83% 30%
Expense Ratio 1.88 1.72
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209K01LF3 INF677K01023
Exits Load 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 HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
1 Month 2.27% 2.69%
6 Month -4.36% -1.82%
1 Year 3.38% 3.16%
3 Year 26.76% 30.29%
5 Year 27.05% 29.92%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
6 Month 7.84% 10.85%
1 Year 2.29% 10.16%
3 Year 18.94% 24%
5 Year 19.68% 23.67%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
1 Year 13.38% 12.56%
3 Year 17.66% 19.23%
5 Year 17.65% 17.38%

Risk Management

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
Standard Deviation 15.69% 15.41%
Sharp 0.96% 0.746%
Beta 1.11% 0.998%
Alpha 2.7% 4.795%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
Name Dhaval Joshi Venugopal Manghat
Total AUM ₹361932 Cr ₹41442 Cr
Funds Managed 55 7
Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

HSBC Value Fund - Regular Growth

Others 1.19 1.96
Large Cap 47.5 42.84
Small Cap 37.05 38.3
Mid Cap 14.25 16.91

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

HSBC Value Fund - Regular Growth

Others 1.19 1.47
Petroleum Products 5.61 -
Gas 2.72 -
IT - Software 8.29 -
Auto Components 6.55 -
Pharmaceuticals & Biotechnology 6.62 -
Construction 3.92 -
Finance 6.61 -
Banks 13.2 -
Cement & Cement Products 4.96 -
Industrial Manufacturing 2.23 -
Electrical Equipment 2.71 -
Automobiles 3.51 -
Agricultural Food & other Products 1.26 -
Industrial Products 4.42 -
Telecom - Services 1.46 -
Insurance 1.65 -
IT - Services 1.22 -
Diversified FMCG 1.54 -
Textiles & Apparels 1.46 -
Chemicals & Petrochemicals 0.53 -
Diversified Metals 1.54 -
Realty 2.55 -
Aerospace & Defense 1.25 -
Transport Services 0.39 -
Leisure Services 0.46 -
Fertilizers & Agrochemicals 1.06 -
Retailing 0.92 -
Capital Markets 3.36 -
Power 3.22 -
Transport Infrastructure 1.5 -
Ferrous Metals 2.08 -
Energy - 3.01
Technology - 12.9
Industrials - 12.63
Financial Services - 29.68
Basic Materials - 15.28
Healthcare - 1.8
Consumer Cyclical - 8.42
Real Estate - 4.25
Consumer Defensive - 6.39
Communication Services - 2.24
Utilities - 1.91

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