• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Pure Value Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Pure Value Fund (Growth)

EquityDiversified

74.2328

NAV (Jan 21)

10.2%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

4,138 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

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Historical NAV

74.2328

NAV (Jan 21)

Fund Returns

Last 1Y

32.3%

Last 3Y

13.5%

Last 5Y

10.2%

Last 10Y

17.6%

Since Inception

15.6%

6 Month CAGR

9.1%

info-icon-blue

Scheme Information

Investment Objective

An Open ended Diversified Equity Scheme with the objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

Expense Ratio

2.09

Launched (14y ago)

Mar 27, 2008

AUM in Crores

4137.025

ISIN

INF209K01LF3

Lock-in

No Lock-in

Benchmark

S&P BSE Enhanced Value Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Milind Bafna

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 318,638 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.3%

    14.7%

    4.7%

    7.1%

    4.7%

    6.8%

    4.7%

    7.2%

    4.6%

    6.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Aditya Birla Sun Life Pure Value Fund (G) Review

    Aditya Birla Sun Life Pure Value Fund (G) is a Diversified Equity fund and has delivered an annualised return of 15.6% over a period of 13 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Milind Bafna.

    Nav of Aditya Birla Sun Life Pure Value Fund (G) as of 21/01/2022 is ₹74.23 with the total AUM as of 24/01/2022 is ₹4137.025. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Pure Value Fund (G) was launched on Mar 27, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Pure Value Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Pure Value Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Enhanced Value Index TR INR.

    Aditya Birla Sun Life Pure Value Fund (G) is rated as a 3 fund in Equity and delivered 32.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Pure Value Fund (G).

    Frequently Asked Questions

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