Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Aditya Birla Sun Life Pure Value Fund - Regular Plan
|
Very High
|
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1.87 |
|||
Very High
|
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1.56 |
||||
Very High
|
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1.56 |
||||
Very High
|
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1.72 |
||||
Very High
|
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1.84 |
₹6,596 Cr
1.00 (90)
1,000
1
100
6
Investment Strategy
The scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy i.e buying into stocks that are trading for less than their intrinsic value - stocks that the market is undervaluing.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes is their true worth.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Aditya Birla Sun Life Pure Value Fund - Regular Plan follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Pure Value Fund - Regular Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Pure Value Fund - Regular Plan is ₹127.0224 as of 14-Aug-2024.
The AUM of Aditya Birla Sun Life Pure Value Fund - Regular Plan Fund is ₹6,596 Cr as of 31-Jul-2024
The riskometer level of Aditya Birla Sun Life Pure Value Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
4.69
|
|
3.03
|
|
2.96
|
|
2.92
|
|
2.88
|
As of 31-Jul-2024, Aditya Birla Sun Life Pure Value Fund - Regular Plan had invested 97.77% in Equity and 2.23% in Cash & Cash Eq. See More
Aditya Birla Sun Life Pure Value Fund - Regular Plan is 16 years 4 months old. It has delivered 16.77% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
44.21%
|
21.87%
|
23.14%
|
12.87%
|
14.92%
|
16.77%
|
No, There is no lock in period in Aditya Birla Sun Life Pure Value Fund - Regular Plan.
The expense ratio of Aditya Birla Sun Life Pure Value Fund - Regular Plan is 1.87.