Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Pure Value Fund |ABSL Pure Value Fund - ABSLMF

Aditya Birla Sun Life Pure Value Fund

(An open ended equity scheme following a value investment strategy)
Aditya Birla Sun Life Pure Value Fund

Investment Objective

The Objective of the scheme is to generate consistent long-term capital appreciation through value investing strategy.

This product is suitable for investors who are seeking

  • Long term capital growth
  • Investment predominantly in equity and equity-related securities following value investing strategy i.e. investing in stocks priced lower than their true value, based on fundamentals

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Value
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Mahesh Patil & Mr. Milind Bafna
  • Latest NAV - 51.572 (as on 05-Nov-2018)
  • Inception Date - Mar 27, 2008
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mr. Mahesh Patil

    Total Experience :

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    As Co-Chief Investment Officer, Mahesh Patil spearheads Equity Investments at Aditya Birla Sun Life AMC Limited. With over twenty-seven years of rich experience in fund and investment management, Mahesh leads a team of twenty, comprising fund managers and analysts, managing over INR 87,000 crores in equity assets.

    Mahesh has been with Aditya Birla Sun Life AMC since 2005, where he started as a Fund Manager. In 2008, Mahesh was promoted as Head – Equity and subsequently as Co-Chief Investment Officer (Equity) in 2011. He currently manages funds such as ABSL Frontline Equity, ABSL Focused Equity, ABSL Equity Hybrid '95, and ABSL Pure Value Fund.

    An Engineer from VJTI, Mumbai, Mahesh is an MBA in Finance from Jamnalal Bajaj Institute, Mumbai. He is also a charter holder from ICFAI, Hyderabad.

  • Mr. Milind Bafna

    Total Experience : 15 years

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    Overall experience of around 13 years. Prior to joining BSLAMC, he has worked with Motilal Oswal Financial Services & Reliance Industries Limited.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.09.2018)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Strong stock selection process
  • Value investing strategy

Works for investors seeking higher long term returns

Every investor will like to buy stocks at low prices and sell them at high prices. But that’s easier said than done since it requires investment acumen. It is this expertise that you get when you invest in Birla Sun Life Value Fund. It follows value investment strategy i.e. the fund invests in the stocks available at discounted or lower price compared to prices based on stocks’ fundamentals.

Investment flexibility across market capitalisation

The scheme tends to follow a flexi-cap approach. This involves investing in stocks across market capitalisations depending on available investment opportunities.

Discipline

The fund would follow a value investing strategy for the management of its portfolio. Value investing is buying into stocks that the market is undervalueing. Identification of such stocks is done through fundamental analysis.The value strategy, essentially focuses on companies with long track records and excellent managements. In addition, focus is also on long-term and cyclical industry trends in order to identify and measure the risks associated with a Company's business. By taking a disciplined approach to security selection, portfolios can yield good long-term total returns.

Aditya Birla Sun Life Pure Value Fund

(An open ended equity scheme following a value investment strategy)

This product is suitable for investors who are seeking*

  • Long term capital growth
  • Investment predominantly in equity and equity-related securities following value investing strategy i.e. investing in stocks priced lower than their true value, based on fundamentals

 

*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.

Moderately High Risk
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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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