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Tata Equity PE Fund Regular Plan vs Aditya Birla Sun Life Pure Value Fund compare

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

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)
Fund Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5929 Cr ₹8068 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Mar 2008 29 Jun 2004
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 83% 48.01%
Expense Ratio 1.88 1.79
Manager Dhaval Joshi Amey Sathe
ISIN Code INF209K01LF3 INF277K01451
Exits Load 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 Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month 4.71% 2.79%
6 Month -2.13% -1.94%
1 Year 4.08% 3.31%
3 Year 22.14% 21.96%
5 Year 27.95% 25.89%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month 3.99% 4.64%
1 Year -1.68% -1.37%
3 Year 19.27% 19.37%
5 Year 20% 19.74%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year 14.12% 17.28%
3 Year 17.65% 16.64%
5 Year 17.36% 14.99%

Risk Management

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation 15.69% 12.45%
Sharp 0.65% 0.86%
Beta 1.13% 0.97%
Alpha 0.66% 3.52%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)
Name Dhaval Joshi Amey Sathe
Total AUM ₹361932 Cr ₹11910 Cr
Funds Managed 55 4
Aditya Birla Sun Life Pure Value Fund - Growth Option Tata Equity PE Fund Regular Plan -(Growth Option)

Market Cap

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 0.96 5.92
Large Cap 44.16 59.79
Small Cap 40.67 21.15
Mid Cap 14.05 13.14

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pure Value Fund - Growth Option

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 0.96 5.92
Petroleum Products 5.21 4.87
Gas 2.92 0.92
IT - Software 7.66 6.43
Auto Components 8.93 1.44
Pharmaceuticals & Biotechnology 7.32 4.97
Construction 4.03 -
Finance 6.51 12.19
Cement & Cement Products 5.61 1.25
Industrial Manufacturing 2.47 -
Banks 9.08 20.12
Electrical Equipment 2.64 -
Automobiles 4.4 3.46
Agricultural Food & other Products 1.27 -
Industrial Products 4.82 0.78
Telecom - Services 1.16 2.97
Insurance 1.74 -
IT - Services 1.31 -
Diversified FMCG 1.5 3.32
Textiles & Apparels 1.45 1.16
Chemicals & Petrochemicals 0.67 -
Diversified Metals 1.71 -
Realty 2.53 1.33
Aerospace & Defense 1.18 -
Transport Services 0.41 -
Leisure Services 0.68 0.6
Fertilizers & Agrochemicals 1.01 -
Retailing 0.9 1.68
Capital Markets 3.1 7.17
Power 3.06 5.65
Transport Infrastructure 1.47 -
Ferrous Metals 2.13 -
Consumer Durables - 1.28
Oil - 1.21
Entertainment - 1.58
Consumable Fuels - 4.79
Minerals & Mining - 1.09
Beverages - 3.82

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