- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹10302 Cr | ₹6361 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 | -0.71% | -1.52% |
| 6 Month | 2.6% | 1.67% |
| 1 Year | 1.28% | -2.76% |
| 3 Year | 17.09% | 19.1% |
| 5 Year | 22.64% | 19.13% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 6 Month | 2.77% | 3.01% |
| 1 Year | 13.15% | 14% |
| 3 Year | 13.33% | 14.26% |
| 5 Year | 16.16% | 16.27% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| 1 Year | 13.68% | 12.08% |
| 3 Year | 18.25% | 18.16% |
| 5 Year | 17.41% | 18.14% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.92% | 15.69% |
| Sharp | 0.86% | 0.84% |
| Beta | 0.88% | 1.14% |
| Alpha | 2.68% | 2.09% |
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 | 9.27 | 7.93 |
| Large Cap | 61.27 | 43.17 |
| Small Cap | 15.7 | 32.45 |
| Mid Cap | 13.76 | 16.45 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
Aditya Birla Sun Life Value Fund - Growth Option |
|---|---|---|
| Others | 8.55 | 2.28 |
| Energy | 9.86 | 4.77 |
| Technology | 9.5 | 11.89 |
| Industrials | 4.7 | 14.63 |
| Basic Materials | 7.14 | 11.99 |
| Financial Services | 33.97 | 26.7 |
| Healthcare | 5.2 | 8.15 |
| Consumer Defensive | 8.17 | 1.2 |
| Consumer Cyclical | 9.56 | 11.82 |
| Communication Services | 0.71 | - |
| Real Estate | 1.06 | 2.83 |
| Utilities | 1.56 | 3.74 |
Top Comparisons
HSBC Low Duration Fund - Regular Growth
3Y Returns7.67%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.43%
Kotak Gold Fund Growth
3Y Returns32.88%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.05%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18.03%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.75%
