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BANDHAN Sterling Value Fund vs Aditya Birla Sun Life Pure Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Fund BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9587 Cr ₹5929 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 Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Month 6.22% 6.6%
6 Month 2.1% -1.19%
1 Year 7.09% 6.19%
3 Year 21.23% 23.67%
5 Year 35.13% 28.06%

SIP Return Analysis

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
6 Month 5.45% 3.99%
1 Year 2.64% -1.68%
3 Year 18.29% 19.27%
5 Year 22.08% 20%

Rolling Lumpsum Returns

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
1 Year 13.57% 14.12%
3 Year 17.79% 17.65%
5 Year 16.52% 17.36%

Risk Management

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Standard Deviation 13.72% 15.69%
Sharp 0.672% 0.65%
Beta 0.912% 1.13%
Alpha 3.11% 0.66%

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Fund Managers

Scheme Name BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option
Name Ritika Behera Dhaval Joshi
Total AUM ₹43013 Cr ₹361932 Cr
Funds Managed 19 55
BANDHAN Sterling Value Fund - Regular Plan - Growth Aditya Birla Sun Life Pure Value Fund - Growth Option

Market Cap

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 9.33 0.96
Large Cap 59.51 44.16
Small Cap 16.41 40.67
Mid Cap 14.74 14.05

Sector Allocation

Scheme Name

BANDHAN Sterling Value Fund - Regular Plan - Growth

Aditya Birla Sun Life Pure Value Fund - Growth Option

Others 9.28 0.96
Basic Materials 8.56 -
Energy 8.1 -
Technology 8.39 -
Industrials 8.15 -
Financial Services 28.95 -
Healthcare 5.86 -
Consumer Cyclical 10.93 -
Consumer Defensive 7.36 -
Utilities 2.62 -
Real Estate 1.78 -
Petroleum Products - 5.21
Gas - 2.92
IT - Software - 7.66
Auto Components - 8.93
Pharmaceuticals & Biotechnology - 7.32
Construction - 4.03
Finance - 6.51
Cement & Cement Products - 5.61
Industrial Manufacturing - 2.47
Banks - 9.08
Electrical Equipment - 2.64
Automobiles - 4.4
Agricultural Food & other Products - 1.27
Industrial Products - 4.82
Telecom - Services - 1.16
Insurance - 1.74
IT - Services - 1.31
Diversified FMCG - 1.5
Textiles & Apparels - 1.45
Chemicals & Petrochemicals - 0.67
Diversified Metals - 1.71
Realty - 2.53
Aerospace & Defense - 1.18
Transport Services - 0.41
Leisure Services - 0.68
Fertilizers & Agrochemicals - 1.01
Retailing - 0.9
Capital Markets - 3.1
Power - 3.06
Transport Infrastructure - 1.47
Ferrous Metals - 2.13

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