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Aditya Birla Sun Life Pure Value Fund vs Nippon India Value Fund compare
Nippon India Value Fund- Growth Plan
Aditya Birla Sun Life Value Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Fund | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8664 Cr | ₹6371 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 08 Jun 2005 | 27 Mar 2008 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32% | 83% |
| Expense Ratio | 1.84 | 1.88 |
| Manager | Dhrumil Shah | Dhaval Joshi |
| ISIN Code | INF204K01GB3 | INF209K01LF3 |
| Exits Load | Nippon India Value Fund - 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 | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Month | 2.31% | 1.45% |
| 6 Month | 7.07% | 3.48% |
| 1 Year | 2.4% | -1.62% |
| 3 Year | 26.16% | 24.76% |
| 5 Year | 28.36% | 25.94% |
SIP Return Analysis
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 7.91% | 8.25% |
| 1 Year | 8.72% | 4.81% |
| 3 Year | 22.45% | 18.61% |
| 5 Year | 22.44% | 19.4% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 15.85% | 13.38% |
| 3 Year | 16.32% | 17.66% |
| 5 Year | 15% | 17.65% |
Risk Management
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.16% | 15.69% |
| Sharp | 1.35% | 1.2% |
| Beta | 0.98% | 1.1% |
| Alpha | 5.18% | 2.59% |
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Fund Managers
| Scheme Name | Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Name | Dhrumil Shah | Dhaval Joshi |
| Total AUM | ₹14011 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| Nippon India Value Fund- Growth Plan | Aditya Birla Sun Life Value Fund - Growth Option |
Market Cap
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 3.84 | 6.46 |
| Large Cap | 57.36 | 44.25 |
| Mid Cap | 20.18 | 12.67 |
| Small Cap | 18.62 | 36.63 |
Sector Allocation
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 3.44 | 3.05 |
| Financial Services | 35.91 | 24.08 |
| Communication Services | 3.05 | 1.3 |
| Energy | 8.42 | 5.51 |
| Technology | 13.52 | 9.25 |
| Industrials | 10.74 | 16.24 |
| Consumer Cyclical | 5.16 | 8.6 |
| Basic Materials | 7.02 | 13.76 |
| Healthcare | 3.87 | 6.66 |
| Utilities | 6.46 | 5.96 |
| Consumer Defensive | 2.1 | 2.84 |
| Real Estate | 0.32 | 2.75 |
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