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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) | ₹9841 Cr | ₹5879 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 | 2.67% | 2.87% |
| 6 Month | 12.85% | 13.48% |
| 1 Year | -5.14% | -7.28% |
| 3 Year | 17.45% | 19.49% |
| 5 Year | 26.33% | 21.76% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 2.56% | 1.98% |
| 1 Year | 6.57% | 3.02% |
| 3 Year | 14.28% | 14.72% |
| 5 Year | 17.81% | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 12.24% | 12.74% |
| 3 Year | 17.87% | 17.88% |
| 5 Year | 16.89% | 17.83% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.97% | 15.69% |
| Sharp | 0.79% | 0.75% |
| Beta | 0.86% | 1.12% |
| Alpha | 2.68% | 1.67% |
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 | 9.21 | 8.89 |
| Large Cap | 61.79 | 47.65 |
| Small Cap | 16.04 | 33.93 |
| Mid Cap | 12.96 | 9.53 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.66 | 3.78 |
| Energy | 9.14 | 4.91 |
| Technology | 8.97 | 11.86 |
| Basic Materials | 8.18 | 12.66 |
| Industrials | 5.41 | 14.01 |
| Financial Services | 32.47 | 23.71 |
| Healthcare | 5.2 | 7.05 |
| Consumer Cyclical | 10.88 | 9.06 |
| Consumer Defensive | 7.63 | 3.81 |
| Communication Services | 0.55 | 0.5 |
| Real Estate | 0.83 | 3.17 |
| Utilities | 2.08 | 5.48 |
Top Comparisons
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Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.36%
