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Aditya Birla Sun Life Pure Value Fund: Overview

This presentation gives an investor a clear overview on ABSL Pure Value Fund. The presentation covers the the most relevant topics of Aditya Birla Sun Life Pure Value Fund that an investor wants to know, like - ABSL Pure Value Fund Insights, Benefits of Investment, Past Performance and Who Should Invest in Aditya Birla Pure Value Fund.

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Aditya Birla Sun Life Pure Value Fund: Overview

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  1. Aditya Birla Sun Life Pure Value Fund Enjoy Long Term Benefits of Value Investing!

  2. What Is Value Investing? • Value Investing is a type of investment philosophy. • In this investment strategy, the fund manager buys the stocks of the companies that are undervalued in the trading market. • Such companies have strong fundamentals and valuable assets but the same is not reflected in their share prices. • The increase in the NAV of such stocks in the future is the profit delivered by the mutual funds. • Value Investing is suitable for long term investors. • Aditya Birla Sun Life Pure Value Fund is one of the best value-oriented funds available in the mutual fund industry.

  3. ABSL Pure Value Fund: Insights • It is an open-ended scheme of Aditya Birla Sun Life Mutual Fund. • AUM of ABSL Pure Value Fund is Rs. 4,565 Crore (as on 31st May, 2019). • The value-oriented fund of ABSL welcomes Lump Sum and SIP mode of investment with a minimum investment of Rs. 1000. • Mr. Mahesh Patel and Mr. Milind Bafna are the men behind the success of the fund. • The exit load is 1% when an investor makes a redemption within 365 days. • As on 30th April, 2019 the expense ratio is 2.20%

  4. Benefit 1: Healthy Profits With Moderate Risk • Value-oriented funds are comparatively less riskier than the pure equity funds. • In general, an undervalued stock has more probability of achieving high gains in future. • Having known that value investing requires long term investment perspective saves the investors from the short term market volatility. • Thus, investors having moderate risk appetite can park their cash in Aditya Birla Sun Life Pure Value Fund.

  5. Benefit 2: Less Volatile During Market Fluctuations • Value-oriented funds, especially ABSL Pure Value Fund works on the philosophy of 'buy and hold' strategy. Thus, saves the investors from taking emotional decisions during different market trends. • The fund managers already buy stocks at lower NAVs therefore, market downtrend will not cause a greater impact on these funds as compared to other category of mutual funds.

  6. Benefit 3: Less Expensive Portfolio • The fund manager of Aditya Birla Sun Life Pure Value Fund evaluates P/E Ratio for determining the undervalued stocks that can generate high gains in the future. The investors then buys such stocks at lower prices which results in more number of units in an investors' portfolio. Thus, creating a less expensive portfolio. • On the other hand, in growth investing lesser units are accumulated by the investors due to high market valuations.

  7. Benefit 4: Free from Market Timing • ABSL Pure Value Fund free the investors from timing the market. • The fund manager do not buy the stocks today and sell them tomorrow. Instead, they hold the share for a longer period of time which saves the investors from the struggle of monitoring the performance of their portfolio.

  8. Benefit 5: Enjoy the Power of Compounding • By investing in ABSL Pure Value Fund, an investor can enjoy the benefits of compounding, i.e., profits gained on profits. • By re-investing the profit gained, an investor can accumulate large capital appreciation in the long run.

  9. Past Performance of ABSL Pure Value Fund • Aditya Birla Sun Life Pure Value Fund has provided superior returns to the long term investors. • Sound portfolio of the value-oriented fund has played a vital role in such a terrifying performance. Moreover, in terms of annualized returns the fund has managed to beat the benchmark and category's average by a huge margin. Below is the list depicting the track record of ABSL Pure Value Fund.

  10. Who Should Invest in ABSL Pure Value Fund? • Moderate Risk Takers: Aditya Birla Sun Life Pure Value Fund is a good pick for moderate high risk takers as the investors money are parked in the underpriced equities. • Investors With High Patience: To obtain high returns through value-oriented funds, an investor has to be more patient.

  11. Final Call on ABSL Pure Value Fund Value Investing has emerged as a more safer investment technique for generating high profits. Value-oriented funds like Aditya Birla Sun Life Pure Value Fund works on the same philosophy of value investing. Thus, a moderate risk taker looking for one of the best mutual fund investment should start the SIP plan in this fund. Happy Investment! www.mysiponline.com +91-9660032889 support@mysiponline.com Disclaimer:The presentation is intended as a source to impart knowledge to the investors. The data has been collected from several mutual forums. *Mutual Funds investments are subject to market risk, read all scheme related documents carefully.

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