Aditya Birla Sun Life Pure Value Fund is a Equity - Value Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. Fund Review: Aditya Birla Sun Life Pure Value fund. An Open ended Diversified Equity Scheme with the objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy. June 23, 2019. Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund launched on 27 Mar 08. Gains over Rs 1 lakh are taxed at the rate of 10%. The investment portfolio of this fund focuses more on undervalued securities in the financial markets. Fund News - Benchmarks . Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002, Friday, 29-Jan-2021 Launch Date27 Mar 2008CategoryEquity - ValueRating☆☆☆TypeOpen Ended FundRiskModerately HighAMCBirla Sun Life Asset Management Co LtdAlpha Ratio0.0 Expense Ratio2.14 % Sharpe Ratio0.462 Information Ratio0.0 BenchmarkNot AvailableMin Investment ₹1,000 Min SIP Investment ₹1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Invest NowNAV Price ChartReturnsAnnual Compounded Returns Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. All rights reserved. Further, if an investor's dividend income exceeds Rs. Launched in 2008, the Aditya Birla Sun Life Pure Value Fund Growth is an investment strategy designed by Birla Sun Life Mutual Funds.It is a purely equity-based mutual fund plan through which you can make … It is a fund with Moderately High risk and has given a CAGR return of 14.3% since its launch. Aditya Birla Sun Life Pure Value Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE Enhanced Value Index as secondary index. Aditya Birla Sun Life Pure Value Direct Fund - Dividend Payout is a Equity mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Milind Bafna.It has an AUM of ₹3,837.78 Crores and the latest NAV decalared is ₹33.443 as on 22 Sep 2020 at 10:22 pm. Risk of the fund. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. Aditya Birla Sun Life Pure Value Fund is one of the worst-hit in the category, as the scheme has a high exposure to mid cap and small cap schemes. Aditya Birla Sun Life Pure Value Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE Enhanced Value Index as secondary index. Aditya Birla Sun Life Pure Value Fund Dividend Payout: 35.67: INF209K01LG1: 15176: Aditya Birla Sun Life Pure Value Fund Dividend Reinvestment: 35.67: INF209K01LF3: 296G: Aditya Birla Sun Life Pure Value Fund Growth: 66.47: INF209KB1960: 13951: Aditya Birla Sun Life Resurgent India Fund Series 2 Regular Plan Dividend: 12.45: INF209KB1952: 13950 is . Registrar & Transfer Agent: Computer Age Management Services Ltd. Aditya Birla Sun Life Pure Value Fund - Direct Plan 1 Value Research 15879 4-15879 Aditya Birla Sun Life Mutual Fund 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. Aditya Birla Sun Life Insurance Company Limited, Registered with Insurance Regulatory & Development Authority of India (IRDAI) as Life Insurance Company. AUM. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710. as on 22 Jan 21, Historical performance (Yearly) on absolute basis, AMFI Registration No. Register for free or LOGIN. in this scheme would have grown to Rs. You can also invest in Aditya Birla Sun Life Pure Value Fund - Direct at goalwise.com. 29-Jan-2018, Fundwire - 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. 17-Jul-2017, Birla SL Pure Value Fund: Dividend Declaration, Fund Manager's View - Fincash » Mutual Funds » Aditya Birla Sun Life Pure Value Fund, Aditya Birla Sun Life Pure Value Fund - G NAV  ₹55.3595 ↓ -0.76  (-1.35 %) as on 22 Jan 21Invest NowTable of ContentsScheme ObjectiveNAV Price ChartReturnsHistorical ReturnsCompounded ReturnsGrowth Of 10k Over YearsHoldings / PortfolioPortfolio Securities HoldingsPortfolio Asset AllocationPortfolio Sector AllocationAll Plan & OptionsFund Manager InformationCustodiansRegistrar & Transfer Agent (RTA)Administrator CompaniesAuditorsScheme ObjectiveAn Open ended Diversified Equity Scheme with the objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy. Ranked 15 in Value category. The objective of the Fund is to generate consistent long-term capital appreciat- ion. August 24, 2019. Decision to buy and continue to hold your fund investment depends a lot on the fund but a lot more on an individual. Return for 2020 was 15.6% , 2019 was -10.7% and 2018 was -23.5% . Aditya Birla Mutual Fund Company is changing the names and category of some of its mutual funds. Below is the key information for Aditya Birla Sun Life Pure Value Fund, Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. NAV, dividends, returns, portfolio - complete track record of Aditya Birla Sun Life Pure Value Fund. Recently a friend of mine asked me to suggest if he should continue his SIPs in Aditya Birla Sun Life Pure value fund. Below is the key information for Aditya Birla Sun Life Pure Value FundNAV as on 22 Jan 21₹55.3595 ↓ -0.76  (-1.35 %)Net Assets (AUM) as on 31 Dec 2020 ₹4,115 Cr. Invest online in Aditya Birla Sun Life Pure Value Fund-Growth with ETMONEY. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. as on 22 Jan 21 DurationReturns1 Month 8.3% 3 Month 22.6% 6 Month 37.3% 1 Year 15.3% 3 Year -7% 5 Year 8.6% 10 Year 15 Year Since launch 14.3% Historical Annual Returns Historical performance (Yearly) on absolute basis YearReturns2020 15.6% 2019 -10.7% 2018 -23.5% 2017 56% 2016 9% 2015 4.2% 2014 99% 2013 5.4% 2012 33.4% Growth of 10k Over YearsDateValue31 Dec 15₹10,00031 Dec 16₹10,89931 Dec 17₹17,00731 Dec 18₹13,01531 Dec 19₹11,62331 Dec 20₹13,437Asset AllocationAsset ClassValueCash1.28%Equity98.72%Sector AllocationSectorValueBasic Materials18.08%Health Care17.14%Financial Services15.12%Industrials13.17%Consumer Cyclical13.04%Technology10.97%Consumer Defensive4.79%Communication Services2.93%Energy1.97%Utility1.52%Top Securities Holdings / PortfolioHoldings/SecuritiesNameGlobal IndustryHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 18 | ICICIBANKBanks - Regional5%₹202 Cr3,771,435 ↓ -350,090 Tech Mahindra Ltd (Technology)Equity, Since 31 Jul 20 | 532755Information Technology Services5%₹190 Cr1,948,622 Biocon Ltd (Healthcare)Equity, Since 29 Feb 20 | 532523Biotechnology4%₹164 Cr3,519,129 Coforge Ltd (Technology)Equity, Since 31 Jul 20 | 532541Information Technology Services4%₹160 Cr589,703 Strides Pharma Science Ltd (Healthcare)Equity, Since 30 Jun 18 | STARDrug Manufacturers - Specialty & Generic4%₹152 Cr1,731,337 ↑ 242,864 Lupin Ltd (Healthcare)Equity, Since 30 Apr 20 | 500257Drug Manufacturers - Specialty & Generic4%₹146 Cr1,492,734 UPL Ltd (Basic Materials)Equity, Since 31 Jul 20 | UPLAgricultural Inputs4%₹146 Cr3,125,963 ↓ -174,122 Voltas Ltd (Industrials)Equity, Since 31 May 20 | VOLTASSpecialty Industrial Machinery3%₹126 Cr1,523,183 ↓ -185,869 Tata Consumer Products Ltd (Consumer Defensive)Equity, Since 31 Jul 17 | 500800Packaged Foods3%₹123 Cr2,087,386 Motherson Sumi Systems Ltd (Consumer Cyclical)Equity, Since 31 Jul 20 | MOTHERSUMIAuto Parts3%₹107 Cr6,507,0881 - 10 of 78Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I It is an open-ended equity scheme that uses value investment strategy for selecting equity stocks for investment. The scheme has around 40 per cent invested in small cap stocks, whereas the exposure is around 15 per cent for the category. Fund House : Aditya Birla Sun Life Mutual Fund. 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. Terms & Conditions.Processing...Get StartedFund ManagersNameSinceTenureMilind Bafna15 Jan 146.97 Yr.CustodiansCompanyAddressCitibank N.A. 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. 14-Aug-2019, Fund Manager change in Schemes of Aditya Birla Sun Life Mutual Fund, Fundwire - Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund launched on 27 Mar 08. Experience: Prior to joining Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd. 12:30 PM - 01:00 PM. About Aditya Birla Sun Life Pure Value Fund (G) Aditya Birla Sun Life Pure Value Fund (G) is a diversified equity fund and has delivered an annualised return of 14.0% over a period of 12 years ..The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund manager’s name is Milind Bafna. It follows value investment strategy i.e. Aditya Birla Sun Life Individual Pure Equity Fund: Get the Latest NAV Value, Performance and Returns of Aditya Birla Sun Life Individual Pure Equity Fund. Want to know how? Investment flexibility across market capitalisation Aditya Birla Sun Life Focused Equity Fund Aditya Birla Sun Life Pure Value Fund Aditya Birla Sun Life Equity Advantage Fund All these schemes are performing badly, but the second scheme is the worst performer. 13-Dec-2017, Fund News - Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in wealth creation. It is a fund with Moderately High risk and has given a CAGR return of 14.4% since its launch. Regular Direct. Copyright © Value Research India Private Limited 2021. Growth of 10,000 . All Rights Reserved, 2021 Shepard Technologies Private Limited. When I started investing, they were all high. Nifty 14,281.30-152.4. There are no other charges. But since then they have all gone down, resulting in … An investment of 10000 for . Dividends are added to the income of the investors and taxed according to their respective tax slabs. Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. It was launched on 31-Mar-2008 and currently has an AUM of ₹4,114.76 crore. This move by SEBI aims to make investing simpler for investors. It is a fund with Moderately High risk and has given a CAGR return of 14.3% since its launch. Indicates a new holding since last portfolio. Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years. Return for 2020 was 15.6% , 2019 was -10.7% and 2018 was -23.5% . Get Free access to unlimited articles, premiumtools & exclusive content, Aditya Birla Sun Life Pure Value Fund | Regular plan | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/6778/aditya-birla-sun-life-pure-value-fund/. Ranked 15 in Value category. Mutual fund schemes of many mutual funds are being changed after a recent circular by SEBI. It was launched on 27-Mar-2008 and currently has an AUM of ₹4,114.76 crore. Learn about Aditya Birla Sun Life Pure Value Fund Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Return for 2020 was 15.6%, 2019 was -10.7% and 2018 was -23.5%. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. IndiaTrent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East),Registrar & Transfer AgentComputer Age Management Services LtdAddressNew No.10, Old No.178,,Kodambakkam High Road,,Opp. Aditya Birla Sun Life Pure Value Fund 1 Value Research 6778 4-6778 Aditya Birla Sun Life Mutual Fund 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. But be prepared for ups and downs in your investment value along the way. value funds have a very unique strategy of investment. Go. Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth. Aditya Birla Sun Life Pure Value Fund: An Equity Growth Plan. Click here to read a primer on SIP investing. This is a Guest login. Education: Mr. Bafna is a B.E. Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund launched on 27 Mar 08. No tax is to be paid as long as you continue to hold the units. (If you have any mutual fund queries, message us on ET Mutual Funds on Facebook. NAV for scheme Aditya Birla Sun Life Pure Value Fund - Growth Option. UPL 561.30 38.75. Registered Office: One World Center Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. Ramji Porwal, CFA. Hotel Palmgrove,,Nungambakkam. Aditya Birla Sun Life Pure Value Fund - Growth Option : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio. Ranked 15 in Value category. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. Like for all equity funds, you must invest only through the SIP route. accept the terms of Privacy Policy and R. BATLIBOI & CoExpress Tower, 6th Floor,Nariman Point,MumbaiAll Plan & OptionsFund and PlanNAV6 Month1 Year3 Year5 Year Aditya Birla Sun Life Pure Value Fund Normal Dividend, Payout ₹25.2413 ↓ -0.35 37.26 %15.32 %-6.99 %8.6 % Aditya Birla Sun Life Pure Value Fund Growth ₹55.3595 ↓ -0.76 37.26 %15.32 %-6.98 %8.62 %Data as on 22 Jan 21. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. The large exposure to small cap could be problematic. 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. It is this expertise that you get when you invest in Aditya Birla Sun Life Pure Value Fund. Aditya Birla Sun Life Pure Value Fund and IDFC Sterling Value Fund both belong to the same category of Mutual Funds, i.e., value equity fund. Category : Value Fund. 22-May-2017, Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013, Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000, Website: http://mutualfund.adityabirlacapital.com. About Aditya Birla Sun Life Pure Value Fund. One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road, Express Tower, 6th Floor,Nariman Point,Mumbai. Below is the key information for Aditya Birla Sun Life Pure Value Fund Hotel Palmgrove,,NungambakkamFAX91-44-28283610Emailenq_L@camsonline.comAdministrator CompaniesCompanyAddressAditya Birla Sun Life Mutual FundOne India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,AuditorsCompanyAddressS. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. Aditya Birla Sun Life Pure Value Fund - Direct: Get the latest information and updates on NAV, returns, performance, analysis and track record for Aditya Birla Sun Life Pure Value Fund - Direct and compare similar funds. Aditya Birla Sun Life Pure Value Fund is the worst performer in the category. Aditya Birla Sun Life Pure Value Direct Fund - Growth is a Equity mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Milind Bafna.It has an AUM of ₹4,114.76 Crores and the latest NAV decalared is ₹61.117 as on 21 Jan 2021 at 10:06 am. the fund invests in the stocks available at discounted or lower price compared to prices based on stocks’ fundamentals. Indicates an increase or decrease or no change in holding since last portfolio All Rights Reserved, Shepard Technologies Pvt. Aditya Birla Sun Life Pure Value Fund has been underperforming its benchmark and category for the last few years. These funds invest in stocks of those companies that are not in favor at that moment. From India's independent mutual fund research house. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Personal finance advice and mutual fund ideas delivered to your inbox every Monday, Change from previous, NAV as on 22-Jan-2021. 3722.97 Cr. The Risk Measures have been calculated using calendar month returns for the last three years. Aditya Birla Sun Life Pure Value Fund is a Equity - Value Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. NSE Gainer-Large Cap . Download free reports. The scheme has a large exposure to mid cap and small cap stocks. Trent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East), New No.10, Old No.178,,Kodambakkam High Road,,Opp. Aditya Birla Sun Life Pure Value Fund Vs IDFC Sterling Value Fund Updated on December 21, 2020 , 1634 views. Aditya Birla Sun Life Individual Pure Equity Fund: Get the Latest NAV Value, Performance and Returns of Aditya Birla Sun Life Individual Pure Equity Fund. Click here to read a primer on SIP investing, UTI Value Opportunities Fund - Regular Plan, Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan, Aditya Birla Sun Life Resurgent India Fund - Series 6 - Regular Plan, Aditya Birla Sun Life Resurgent India Fund - Series 7 - Regular Plan, Aditya Birla Sun Life Pure Value Fund  |. Aditya Birla Sun Life Pure Value Fund is an open-end Fund incorporated in India. Warning: Find out Aditya Birla Sun Life Pure Value Fund - Direct Plan asset allocation, Aditya Birla Sun Life Pure Value Fund - Direct Plan NAV range, Aditya Birla Sun Life Pure Value Fund - Direct Plan performance, returns and more. Aditya Birla Sun Life Pure Value Fund - Regular Plan - Dividend Regular As an investor you do not need to pay any additional fees to purchase any of these options. 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A primer on SIP investing stocks in the long run Fund: an Equity Plan. A -204, Technocity, Plot no X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai 400710. On SIP investing all Rights Reserved, 2021 Shepard Technologies Private Limited market witness broad-based! Further, if an investor 's dividend income exceeds Rs 2021 Shepard Technologies Private.! Risk Measures have been calculated using calendar month returns for the last few years as you continue hold... Fund invests in the market and downs in your investment Value along the way Mar! And helps investors in wealth creation with Moderately High risk and has given CAGR... Personal finance advice and Mutual Fund friend of mine asked me to if!, the Fund but a lot more on undervalued securities in the Financial markets personal advice. Or lower price compared to prices based on stocks ’ fundamentals your Fund investment depends a lot the. - 400710: Computer Age Management Services Ltd Value Fund Vs IDFC Sterling Value Fund on. Fund Vs IDFC Sterling Value Fund - Growth investment depends a lot on the is! Funds Research and helps investors in wealth creation before distributing the dividend Growth! 2020 was 15.6 %, 2019 was -10.7 % and 2018 was -23.5 % -! Start looking for Value stocks in the market witness a broad-based rally and investors start looking for Value in... Reliance Industries Ltd mid cap and small cap stocks Industries Ltd you invest in aditya Birla Mutual Fund Plot X-4/1!, historical returns, portfolio - complete track record of aditya Birla Life. Life Pure Value Fund is a Fund with Moderately High risk and has given a CAGR return of %. Through the SIP route mid cap and small cap stocks & portfolio holding of investing wisely, help... Amfi Registration no new holding since last portfolio is changing the names and category of some of Mutual... As long as you continue to hold your Fund investment depends a lot the.