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Nippon India Value Fund vs Aditya Birla Sun Life Pure Value Fund compare

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tortoise-icon Nippon India Value Fund- Growth Plan

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tortoise-icon Aditya Birla Sun Life 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 Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option
Fund Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹8955 Cr ₹6371 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 08 Jun 2005 27 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 32% 83%
Expense Ratio 1.84 1.88
Manager Dhrumil Shah Dhaval Joshi
ISIN Code INF204K01GB3 INF209K01LF3
Exits Load Nippon India Value Fund - 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 Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option
1 Month -1.91% -3.12%
6 Month 7.74% 5.92%
1 Year -0.22% -5.57%
3 Year 23.09% 21.04%
5 Year 26.95% 25.08%

SIP Return Analysis

Scheme Name Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option
6 Month 4.79% 4.62%
1 Year 5.29% 0.59%
3 Year 21.37% 17.17%
5 Year 21.89% 18.66%

Rolling Lumpsum Returns

Scheme Name Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option
1 Year 15.85% 13.38%
3 Year 16.32% 17.66%
5 Year 15% 17.65%

Risk Management

Scheme Name Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option
Standard Deviation 14.16% 15.69%
Sharp 1.35% 1.2%
Beta 0.98% 1.1%
Alpha 5.18% 2.59%

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Fund Managers

Scheme Name Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option
Name Dhrumil Shah Dhaval Joshi
Total AUM ₹14011 Cr ₹361932 Cr
Funds Managed 5 55
Nippon India Value Fund- Growth Plan Aditya Birla Sun Life Value Fund - Growth Option

Market Cap

Scheme Name

Nippon India Value Fund- Growth Plan

Aditya Birla Sun Life Value Fund - Growth Option

Others 5.47 6.34
Large Cap 54.37 46.3
Mid Cap 20.56 12.53
Small Cap 19.6 34.82

Sector Allocation

Scheme Name

Nippon India Value Fund- Growth Plan

Aditya Birla Sun Life Value Fund - Growth Option

Others 3.02 2.16
Financial Services 35.04 25.23
Communication Services 3.2 1.38
Energy 7.82 5.64
Technology 13.06 10.73
Industrials 11.67 15.31
Consumer Cyclical 6.81 8.65
Basic Materials 6.66 12.75
Healthcare 4.13 6.55
Utilities 6.19 5.64
Consumer Defensive 1.72 3.25
Real Estate 0.68 2.71

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