Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹120.7609 -1.16%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Pure Value Fund - Regular Plan
|
|
|
Very High
|
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1.90 |
|
 |
|
Very High
|
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1.53 |
||
|
|
Very High
|
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1.50 |
||
 |
|
Very High
|
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1.72 |
||
|
|
Very High
|
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1.75 |
₹5,826 Cr
1.00 (90)
1,000
1
100
6
Investment Strategy
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.
Suitability
"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. But be prepared for ups and downs in your investment value along the way.
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.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Pure Value Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Pure Value Fund - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Pure Value Fund - Regular Plan, is ₹120.7609 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
3.60
|
|
|
3.47
|
|
|
3.35
|
|
|
3.24
|
|
|
3.22
|
Over the past five years, Aditya Birla Sun Life Pure Value Fund - Regular Plan has delivered an annualised return of 27.95% as of 21-May-2025.
The minimum investment required to start investing in Aditya Birla Sun Life Pure Value Fund - Regular Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
