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

    Aditya Birla Sun Life Pure Value Fund (Growth)

    EquityDiversified

    Top Ranked

    73.976

    NAV (Sep 23)

    9.1%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Aditya Birla Sun Life Pure Value Fund (Growth) is a good choice within diversified mutual funds.

    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

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

    Relative Size

    4,321 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

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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    Historical NAV

    73.976

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    69.2%
    Last 3Y
    10.3%
    Last 5Y
    9.1%
    Last 10Y
    16.7%
    Since Inception
    16%
    6 Month CAGR
    24.8%
    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.05
    Launched (13y ago)
    Mar 27, 2008
    AUM in Crores
    4320.092
    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

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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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.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 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
    recommended-badge

    17.8%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    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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    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life Pure Value Fund (G)

    About Aditya Birla Sun Life Pure Value Fund (G)

    Aditya Birla Sun Life Pure Value Fund (G) is a Diversified Equity fund and has delivered an annualised return of 16% 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

    Aditya Birla Sun Life Pure Value Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Pure Value Fund (G) NAV,AUM,Risk

    The Aditya Birla Sun Life Pure Value Fund (G) fund was launched on Mar 27, 2008. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-23 is ₹73.98. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹4320.092. The category risk of the Aditya Birla Sun Life Pure Value Fund (G) fund is Very High Risk. The fund charges 2.05 % as expense ratio.

    Aditya Birla Sun Life Pure Value Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.4% in this asset class. The top three holdings of the fund are , state bank of india , ramkrishna forgings ltd , tech mahindra ltd , tata consultancy services ltd , mphasis ltd , indusind bank ltd , clearing corporation of india limited , apollo tyres ltd , icici bank ltd , mindtree ltd , sbi life insurance company limited , strides pharma science ltd , poonawalla fincorp ltd , lupin ltd , cyient ltd , container corporation of india ltd , dlf ltd , k.p.r. mill ltd , carborundum universal ltd , fortis healthcare ltd , aditya birla fashion and retail ltd , the federal bank ltd , ambuja cements ltd , welspun corp ltd , axis bank ltd , bata india ltd , larsen & toubro ltd , bharti airtel ltd , bharat forge ltd , anupam rasayan india ltd , nath bio-genes (india) ltd , sun pharmaceuticals industries ltd , birla corp ltd , marico ltd , steel authority of india ltd , orient cement ltd , lic housing finance ltd , britannia industries ltd , akzo nobel india ltd , hindustan aeronautics ltd ordinary shares , hindustan unilever ltd , bank of baroda , cummins india ltd , hdfc bank ltd , aurobindo pharma ltd , united spirits ltd , ig petrochemicals ltd , margin (future and options) , indian railway catering and tourism corp ltd , jindal steel & power ltd , chemplast sanmar ltd , oracle financial services software ltd , bank of india , zydus wellness ltd , gujarat narmada valley fertilizers & chemicals ltd , techno electric & engineering co ltd , jk cement ltd , godrej consumer products ltd , capacit'e infraprojects ltd , sunteck realty ltd , india cements ltd , icici securities ltd , net receivables / (payables) , bharat bijlee ltd

    Aditya Birla Sun Life Pure Value Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Aditya Birla Sun Life Pure Value Fund (G) Investment volatility and Horizon

    This fund 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) Review

    Aditya Birla Sun Life Pure Value Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Pure Value Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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