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

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Aditya Birla Sun Life Pure Value Fund - Growth Option

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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

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%

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%

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%

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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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

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

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