12:30 PM - 01:00 PM. 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. It aims to substantially appreciate the invested capital in the long run. Dividends are added to the income of the investors and taxed according to their respective tax slabs. Benchmarks . These funds invest in stocks of those companies that are not in favor at that moment. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710. It is a fund with Moderately High risk and has given a CAGR return of 14.3% since its launch. Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in wealth creation. Recently a friend of mine asked me to suggest if he should continue his SIPs in Aditya Birla Sun Life Pure value fund. Want to know how? NAV, dividends, returns, portfolio - complete track record of Aditya Birla Sun Life Pure Value Fund. All Rights Reserved, 2021 Shepard Technologies Private Limited. Education: Mr. Bafna is a B.E. It was launched on 27-Mar-2008 and currently has an AUM of ₹4,114.76 crore. 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. Terms & Conditions.Processing...Get StartedFund ManagersNameSinceTenureMilind Bafna15 Jan 146.97 Yr.CustodiansCompanyAddressCitibank N.A. Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002, Friday, 29-Jan-2021 The objective of the Fund is to generate consistent long-term capital appreciat- ion. It is this expertise that you get when you invest in Aditya Birla Sun Life Pure Value Fund. Registrar & Transfer Agent: Computer Age Management Services Ltd. 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 - 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. There are no other charges. Aditya Birla Sun Life Pure Value Fund is an open-end Fund incorporated in India. Aditya Birla Mutual Fund Company is changing the names and category of some of its mutual funds. as on 22 Jan 21, Historical performance (Yearly) on absolute basis, AMFI Registration No. Growth of 10,000 . 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 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. Ranked 15 in Value category. Category : Value Fund. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Mutual fund schemes of many mutual funds are being changed after a recent circular by SEBI. When I started investing, they were all high. Regular Direct. Click here to read a primer on SIP investing. 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/. 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%. 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. Go. Risk of the fund. 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. Ranked 15 in Value category. Register for free or LOGIN. 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. 3722.97 Cr. Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years. This move by SEBI aims to make investing simpler for investors. Aditya Birla Sun Life Pure Value Fund Vs IDFC Sterling Value Fund Updated on December 21, 2020 , 1634 views. Fund News - Personal finance advice and mutual fund ideas delivered to your inbox every Monday, Change from previous, NAV as on 22-Jan-2021. 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. The investment portfolio of this fund focuses more on undervalued securities in the financial markets. Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund launched on 27 Mar 08. (If you have any mutual fund queries, message us on ET Mutual Funds on Facebook. 14-Aug-2019, Fund Manager change in Schemes of Aditya Birla Sun Life Mutual Fund, Fundwire - 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. These schemes may start performing only when the market witness a broad-based rally and investors start looking for value stocks in the market. Aditya Birla Sun Life Pure Value Fund: An Equity Growth Plan. The scheme has a large exposure to mid cap and small cap stocks. All rights reserved. (Chemical). Experience: Prior to joining Birla Sun Life AMC he has worked with Motilal Oswal Financial Services and Reliance Industries Ltd. 29-Jan-2018, Fundwire - 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 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. 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 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 and IDFC Sterling Value Fund both belong to the same category of Mutual Funds, i.e., value equity fund. Return for 2020 was 15.6% , 2019 was -10.7% and 2018 was -23.5% . About Aditya Birla Sun Life Pure Value Fund. Nifty 14,281.30-152.4. is . It was launched on 31-Mar-2008 and currently has an AUM of ₹4,114.76 crore. An investment of 10000 for . 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. NSE Gainer-Large Cap . Warning: Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. in this scheme would have grown to Rs. 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 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 But since then they have all gone down, resulting in … The Risk Measures have been calculated using calendar month returns for the last three years. Return for 2020 was 15.6%, 2019 was -10.7% and 2018 was -23.5%. Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth. Aditya Birla Sun Life Pure Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. Copyright © Value Research India Private Limited 2021. Invest online in Aditya Birla Sun Life Pure Value Fund-Growth with ETMONEY. NAV for scheme Aditya Birla Sun Life Pure Value Fund - Growth Option. Aditya Birla Sun Life Pure Value Fund is a Equity - Value Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. UPL 561.30 38.75. The large exposure to small cap could be problematic. value funds have a very unique strategy of investment. Gains over Rs 1 lakh are taxed at the rate of 10%. 17-Jul-2017, Birla SL Pure Value Fund: Dividend Declaration, Fund Manager's View - Registered Office: One World Center Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. 13-Dec-2017, Fund News - This may be mainly because of its large exposure to small cap stocks. 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. 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. 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. Like for all equity funds, you must invest only through the SIP route. Below is the key information for Aditya Birla Sun Life Pure Value Fund 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. 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 14.4% since its launch. From India's independent mutual fund research house. 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. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. It is an open-ended equity scheme that uses value investment strategy for selecting equity stocks for investment. It follows value investment strategy i.e. Investment flexibility across market capitalisation 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  |. 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. This is a Guest login. Hotel Palmgrove,,Nungambakkam. One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road, Express Tower, 6th Floor,Nariman Point,Mumbai. The scheme has around 40 per cent invested in small cap stocks, whereas the exposure is around 15 per cent for the category. All Rights Reserved, Shepard Technologies Pvt. Aditya Birla Sun Life Insurance Company Limited, Registered with Insurance Regulatory & Development Authority of India (IRDAI) as Life Insurance Company. It is a fund with Moderately High risk and has given a CAGR return of 14.3% since its launch. You can also invest in Aditya Birla Sun Life Pure Value Fund - Direct at goalwise.com. Aditya Birla Sun Life Pure Value Fund has been underperforming its benchmark and category for the last few years. But be prepared for ups and downs in your investment value along the way. 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. June 23, 2019. 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. Fund House : Aditya Birla Sun Life Mutual Fund. Fund Review: Aditya Birla Sun Life Pure Value fund. Aditya Birla Sun Life Pure Value Fund is the worst performer in the category. Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund launched on 27 Mar 08. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. 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. accept the terms of Privacy Policy and Indicates a new holding since last portfolio. 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. Return for 2020 was 15.6% , 2019 was -10.7% and 2018 was -23.5% . Ramji Porwal, CFA. 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. the fund invests in the stocks available at discounted or lower price compared to prices based on stocks’ fundamentals. Decision to buy and continue to hold your fund investment depends a lot on the fund but a lot more on an individual. 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. August 24, 2019. Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund launched on 27 Mar 08. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Further, if an investor's dividend income exceeds Rs. 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. 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. Ranked 15 in Value category. 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. Download free reports. Indicates an increase or decrease or no change in holding since last portfolio 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. Aditya Birla Sun Life Pure Value Fund is a Equity - Value Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. No tax is to be paid as long as you continue to hold the units. Aditya Birla Sun Life Pure Value Fund - Growth Option : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio. AUM. 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. Development Authority of India ( IRDAI ) as Life Insurance Company Limited, Registered with Insurance Regulatory & Authority! Last portfolio latest NAV, dividends, returns, Fund rating, performance, Mutual funds on Facebook registrar Transfer... On 27 Mar 08 stocks for investment this expertise that you get when you invest in aditya Sun! Risk Measures have been calculated using calendar aditya birla sun life pure value fund returns for the category no is! 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