Aditya Birla Pure Value Fund

Mutual Fund- Birla

By Rajendra Apr 22, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

SBI ICICI Bank LTI Mindtree Federal Bank Axis Bank 5.66 5.09 4.29 4.23 3.92 Total - 23.19

Value investing is buying into stocks that the market is undervalueing.

Bank

22.96 12.87 7.50 6.22 4.54

value strategy, essentially focuses on companies with long track records and excellent managements.

Scheme Performance

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A monthly SIP of Rs 10,000 since inception, would have grown to Rs 55 lakhs.

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 12,115 44,406 78,387 -4.04% 14.15% 10.65% Monthly SIP of 1,000

Mutual Fund- Birla

Aditya Birla Pure Value Fund

Category

Inception

Benchmark

AUM - 3,823 Cr

Fund Manager

Kunal Sangoi & Dhaval Joshi