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 Average
Asset Size (Cr) ₹5453 Cr ₹10761 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Mar 2008 20 Jan 2013
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 83% 30%
Expense Ratio 1.91 1.75
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209K01LF3 INF677K01023
Exits Load 1% for redemption within 90 days/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
1 Month 6.92% 4.21%
6 Month 16.81% 24.76%
1 Year 51.85% 59.14%
3 Year 23.36% 28.16%
5 Year 21.19% 25.04%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
6 Month - -
1 Year 15.79% 25.04%
3 Year 47.46% 60.62%
5 Year 89.45% 111.62%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
1 Year 26.13% 28.85%
3 Year 67.25% 78.63%
5 Year 99.67% 120.09%

Risk Management

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option HSBC Value Fund - Regular Growth
Standard Deviation 15.69% 13.39%
Sharp 0.95% 1.4%
Beta 1.09% 0.96%
Alpha 1.53% 7.2%

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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
Fund Manage 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

Large Cap 44.86 40.01
Small Cap 40.77 37.19
Mid Cap 13.08 18.49
Others 1.3 4.31

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

HSBC Value Fund - Regular Growth

Technology 10.75 8.67
Financial 22.67 24.61
Healthcare 7.28 2
Energy 12.71 7.65
Metals & Mining 11.27 8.25
Automobile 6.39 6.67
Capital Goods 4.03 9.78
Materials 5.07 3.91
Construction 6.06 12.25
Consumer Staples 3.89 5.74
Services 3.91 3.92
Others 1.3 1.15
Communication 1.05 1.87
Consumer Discretionary 0.81 -
Insurance 0.71 -
Textiles 0.64 1.65
Chemicals 1.47 1.88

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