Aditya Birla Sun Life Value Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Value Fund Growth Fund Overview
SIP ₹100 & Lump. ₹1000
₹6,925 Cr
N/A
2
For redemption / switch-out of units on or before 90 days from the date of allotment: 1% of applicable NAV.For redemption / switch-out of units a er 90 days from the date of allotment: Nil.
BSE Enhanced Value
Aditya Birla Sun Life Value Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.40 | -1.27 | -0.66 |
| 6M | 17.27 | 4.17 | 27.25 |
| 1Y | 10.29 | 4.14 | 22.27 |
| 3Y | 12.34 | 13.41 | 71.33 |
Portfolio Analysis
- Equity: 97.52%
- Debt: 2.51%
- Others
About Fund Aditya Birla Sun Life Value Fund Growth
Aditya Birla Sun Life Value Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Value Fundsscheme with Assets Under Management of ₹6,925 Crore. The fund benchmarks its performance against the BSE Enhanced Value while maintaining an expense ratio of 2. Under the expert guidance of Kunal Sangoi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Kunal Sangoi
Mr. Kunal Sangoi holds C.A., B.Com. He has overall experience of around 7 years in the Financial markets. Prior to joining BSLAMC, he has worked with Edelweiss Financial Services Limited.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Value Fund - Growth | 3 | 8,655 CR | 2.02 |
| Nippon India Value Fund Growth | 3 | 9,042 CR | 1.99 |
| Aditya Birla Sun Life Value Fund Growth | 3 | 6,924 CR | 2 |
| LIC MF Value Fund Growth | 0 | 301 CR | 3.28 |
| Quant Value Fund Growth | 1 | 1,977 CR | 2.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Value Fund - Growth | -0.591 | 36.272 |
| This FundNippon India Value Fund Growth | -5.1584 | 38.8966 |
| This FundAditya Birla Sun Life Value Fund Growth | 10.2925 | 41.7607 |
| This FundLIC MF Value Fund Growth | 20.7029 | 55.3905 |
| This FundQuant Value Fund Growth | 12.4169 | 63.6764 |
Aditya Birla Sun Life Value Fund Growth FAQs
- 1 Month : -4.40%
- 6 Months : 17.27%
- 1 Year : 10.29%
- 3 Years : 12.34%
