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Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla Sun Life Pure Value

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Fund Name: Birla sun life pure value (G)

CRISIL Rank: NA

Category: Equity – Mid and Small Cap

Expense Ratio: 2.47%

Risk Level: Average

Benchmark: S&P BSE 200

Objective: To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

Returns (Annualized)

1-Year3-Year5-Year
46.3%15.28%23.77%

Our Review

Birla sun life pure value fund has made its inception in the year 2008. Since inception, it has produced annualized returns of 16%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Jyoti structure, Jain irrigation, Federal bank, Muthoot finance and Axis bank. The success of the fund lies in picking undervalued stocks which have potential. This strategy has paid rich dividends for the fund.

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