Mutual Fund- Birla

Aditya Birla Pure Value Fund

By Rajendra

Apr 22, 2023

image source -Unsplash

Scheme Analysis

Category 

Value Fund

Inception

Mar 27, 2008

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 3,823 Cr

Fund Manager

Kunal Sangoi & Dhaval Joshi

Thick Brush Stroke

Aditya Birla Pure Value Fund

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

Information Technology

Industrial Product

Top 5 Sector

22.96

12.87

7.50

6.22

4.54

Finance

Pharma

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

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

1.66%

30.39%

3.50%

Aditya Birla Pure Value Fund

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

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,115

44,406

78,387

Returns

-4.04%

14.15%

10.65%

Monthly SIP of 1,000

Aditya Birla Pure Value Fund