Home>Mutual Funds>Compare>Compare Aditya Birla Sun Life Pure Value Direct Fund Growth with IDFC Sterling Value Fund Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Aditya Birla Sun Life Pure Value Direct Fund Growth

Equity
Value
1.0 star
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IDFC Sterling Value Fund Direct Plan Growth

Equity
Value
2.0 star
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Aditya Birla Sun Life Pure Value Direct Fund Growth

(77.7%)

IDFC Sterling Value Fund Direct Plan Growth

(115.3%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹1000₹100-
Expense Ratio1.10%0.92%-
NAV₹66.8 (09-Apr-2021)₹73.2 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹4,049Cr₹3,208Cr-
Returns
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1Y
77.7%
115.3%
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3Y
-0.1%
7.2%
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5Y
11.7%
17.1%
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Pros & Cons
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Pros
Found nothing so far.
1. 5Y Returns are higher than the category average returns
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Cons
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

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Top 10 Holdings
Name
Assets
State Bank of India
4.4%
Strides Pharma Science Ltd.
3.6%
Jindal Steel & Power Ltd.
3.6%
Lupin Ltd.
3.6%
ICICI Bank Ltd.
3.4%
UPL Ltd.
3.4%
Tech Mahindra Ltd.
3.3%
Motherson Sumi Systems Ltd.
3.3%
Coforge Ltd.
2.9%
Axis Bank Ltd.
2.8%
Name
Assets
Deepak Nitrite Ltd.
4.7%
ICICI Bank Ltd.
4.0%
JK Cement Ltd
3.4%
Gujarat Gas Ltd.
3.3%
Jindal Steel & Power Ltd.
3.2%
KEC International Ltd.
3.0%
NCC Ltd.
2.7%
Emami Ltd.
2.6%
Minda Industries Ltd.
2.5%
Voltas Ltd.
2.5%
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Fund Manager
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Name
Mahesh Patil
Anoop Bhaskar
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Education

Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.

Mr. Bhaskar is a B.Com (H) and MBA(Finance) from Pune University.

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Experience

Prior to joining Aditya Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr. 2007-Jan. 2016), Sundaram AMC (Aug. 2003-Mar. 2007), Franklin Templeton AMC, Shriram Financial Services Ltd., Brisk Financial Services and Cross Borders Finance & Projects.

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About Fund
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Description

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

IDFC Mutual Fund started their mutual fund on 13/03/2000 and its managing total assets of ₹66,620 Cr. Its ranked at 11 as per total assets at end of 30th Sep 2017.

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Launch Date
23 Dec 1994
13 Mar 2000
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Custodian
Citibank NA
Deutsche Bank
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Registrar & Transfer Agent
Cams
Cams
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