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

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

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tortoise-icon UTI Value Fund- Regular Plan - Growth Option

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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 UTI Value Fund- Regular Plan - Growth Option
Fund Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5929 Cr ₹9606 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Mar 2008 20 Jul 2005
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 83% 28%
Expense Ratio 1.88 1.82
Manager Dhaval Joshi Amit Kumar Premchandani
ISIN Code INF209K01LF3 INF789F01AG5
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 UTI 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 UTI Value Fund- Regular Plan - Growth Option
1 Month 6.6% 6.33%
6 Month -1.19% 1.99%
1 Year 6.19% 15.71%
3 Year 23.67% 22.23%
5 Year 28.06% 26.62%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
6 Month 3.99% 4.96%
1 Year -1.68% 3.93%
3 Year 19.27% 20.38%
5 Year 20% 19.5%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
1 Year 14.12% 13.34%
3 Year 17.65% 13.88%
5 Year 17.36% 13.37%

Risk Management

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
Standard Deviation 15.69% 12.09%
Sharp 0.65% 0.85%
Beta 1.13% 0.92%
Alpha 0.66% 3.11%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option
Name Dhaval Joshi Amit Kumar Premchandani
Total AUM ₹361932 Cr ₹13572 Cr
Funds Managed 55 3
Aditya Birla Sun Life Pure Value Fund - Growth Option UTI Value Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

UTI Value Fund- Regular Plan - Growth Option

Others 0.96 0.71
Large Cap 44.16 68.52
Small Cap 40.67 14.24
Mid Cap 14.05 16.52

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

UTI Value Fund- Regular Plan - Growth Option

Others 0.96 0.71
Petroleum Products 5.21 4.16
Gas 2.92 1.06
IT - Software 7.66 10.85
Auto Components 8.93 1.04
Pharmaceuticals & Biotechnology 7.32 6.02
Construction 4.03 0.87
Finance 6.51 1.57
Cement & Cement Products 5.61 1.49
Industrial Manufacturing 2.47 -
Banks 9.08 28.31
Electrical Equipment 2.64 -
Automobiles 4.4 5.74
Agricultural Food & other Products 1.27 -
Industrial Products 4.82 0.85
Telecom - Services 1.16 4.03
Insurance 1.74 2.75
IT - Services 1.31 -
Diversified FMCG 1.5 1.08
Textiles & Apparels 1.45 0.43
Chemicals & Petrochemicals 0.67 -
Diversified Metals 1.71 -
Realty 2.53 1.47
Aerospace & Defense 1.18 1.15
Transport Services 0.41 1.21
Leisure Services 0.68 1.18
Fertilizers & Agrochemicals 1.01 0.8
Retailing 0.9 2.41
Capital Markets 3.1 1.12
Power 3.06 1.75
Transport Infrastructure 1.47 0.95
Ferrous Metals 2.13 2.23
Personal Products - 2.34
Non - Ferrous Metals - 2.08
Healthcare Services - 2.11
Consumer Durables - 4
Entertainment - 0.86
Consumable Fuels - 1.64
Minerals & Mining - 1.1
Paper, Forest & Jute Products - 0.63

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