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BANDHAN Sterling Value Fund vs Aditya Birla Sun Life Pure Value Fund compare
Bandhan Value Fund - Regular Plan - Growth
Aditya Birla Sun Life Value Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹9942 Cr | ₹6033 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Mar 2008 | 27 Mar 2008 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 83% |
| Expense Ratio | 1.77 | 1.88 |
| Manager | Ritika Behera | Dhaval Joshi |
| ISIN Code | INF194K01342 | INF209K01LF3 |
| Exits Load | Bandhan Sterling Value Fund - Regular Plan - 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 | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Month | 4.21% | 5.2% |
| 6 Month | 5.98% | 9.24% |
| 1 Year | 1.58% | -1.08% |
| 3 Year | 17.84% | 20.39% |
| 5 Year | 27.18% | 23.38% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 2.53% | 1.6% |
| 1 Year | 10.54% | 8.09% |
| 3 Year | 14.49% | 14.85% |
| 5 Year | 17.6% | 16.96% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 11.91% | 12.46% |
| 3 Year | 17.74% | 17.97% |
| 5 Year | 16.99% | 17.96% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.88% | 15.69% |
| Sharp | 0.85% | 0.85% |
| Beta | 0.87% | 1.13% |
| Alpha | 2.01% | 1.72% |
Fund Managers
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Name | Ritika Behera | Dhaval Joshi |
| Total AUM | ₹43013 Cr | ₹361932 Cr |
| Funds Managed | 19 | 55 |
| Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.83 | 9.03 |
| Large Cap | 61.55 | 44.96 |
| Mid Cap | 13.04 | 11.7 |
| Small Cap | 16.58 | 34.32 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.06 | 3.9 |
| Energy | 9.26 | 4.46 |
| Technology | 9 | 10.96 |
| Basic Materials | 7.29 | 12.63 |
| Industrials | 5.43 | 14.55 |
| Financial Services | 33.61 | 23.64 |
| Healthcare | 5.19 | 6.69 |
| Consumer Defensive | 7.65 | 3.49 |
| Consumer Cyclical | 10.71 | 10.91 |
| Communication Services | 0.78 | 0 |
| Real Estate | 0.88 | 3.38 |
| Utilities | 2.14 | 5.39 |
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