Rating : ★ ★ ☆ ☆ ☆
Aditya Birla Sun Life Pure Value Fund Reinvestment Inc Dist cum Cap Wdrl
 ÂValue Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
4697.16 Cr.
(As of 31 Aug, 2023)
Benchmark
NIFTY 500 TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity Investment Objective and equity related securities by following value investing strategy.
 
Fund manager
Milind Bafna
Exit load
1 %
(If redeemed within 90 days)Minimum sip
₹0
Minimum investment
₹1000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
State Bank of India
5.49%
ICICI Bank Ltd
4.60%
Infosys Ltd
4.59%
Ramkrishna Forgings Ltd
3.84%
Sector Allocation
About the Scheme Type
To put it in simple terms, Value Funds are those which are eitherpriced at a discount to their inherent pricing or their current pricing do not reflect their true worth. Lower price ensures that risk is lessened to some extent while at the same time increases the return potential as well. Given that majority of funds are geared for growth, there are far lesser value funds available today. However, investors should realise that value funds can underperform during bull runs and as such, having a long-term strategy while investing in Value funds is ideal.
Ratings
This fund is rated 2 stars by Morning Star Ratings.
★ ★ ☆ ☆ ☆
Overview of Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited), the investment manager of Aditya Birla Sun Life Mutual Fund (formerly known as Birla Sun Life Mutual Fund), is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada.
The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Aditya Birla Sun Life Mutual Fund (ABSLMF) was established in 1994 and is co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc. The Aditya Birla Sun Life Mutual Fund is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India (AMFI). The Aditya Birla Mutual Fund has total domestic assets under management (AUM) of close to Rs. 2423 billion (Quarter ended December 31st, 2018). The fund house has an extraordinary mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes and sound investment performance, with around 6.8 million investor folios (as of December 31st, 2018).