Aditya Birla Sun Life Value Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Value funds is 35.39% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -5.26% | -0.72% |
| 2 Year Return | 10.43% | -2.64% |
| 3 Year Return | 43.68% | 8.72% |
| 4 Year Return | 91.68% | 28.21% |
| 5 Year Return | 89.43% | 35.39% |
| 6 Year Return | 35.22% | 66.35% |
| 7 Year Return | 99.67% | 85.31% |
| Expense Ratio | 0.86% | - |
Minimum Purchase: ₹1,000
Exit Load: For redemption / switch-out of units on or before 90 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a\\u001fer 90 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Value Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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