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logo JM Value Fund - Direct Growth

57.70%

Fund Size - 1,054

Invest
logo HSBC Value Fund - Direct Growth

49.41%

Fund Size - 13,872

Invest
logo Templeton India Value Fund - Direct Growth

41.50%

Fund Size - 2,279

Invest
logo ICICI Pru Value Discovery Fund - Direct Growth

41.56%

Fund Size - 50,154

Invest
logo Canara Robeco Value Fund - Direct Growth

42.29%

Fund Size - 1,309

Invest
logo Tata Equity P/E Fund - Direct Growth

50.89%

Fund Size - 9,043

Invest
logo Nippon India Value Fund - Direct Growth

53.34%

Fund Size - 8,752

Invest
logo Bandhan Sterling Value Fund - Direct Growth

39.47%

Fund Size - 10,412

Invest
logo Aditya Birla SL Pure Value Fund - Direct Growth

41.64%

Fund Size - 6,732

Invest
logo ITI Value Fund - Direct Growth

46.13%

Fund Size - 295

Invest
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What Are Value Funds?

Who Should Invest in Value Funds?

Features of Value Funds

Taxability of Value Funds

Risk Involved With Value Funds

Advantages of Value Mutual Funds

Who Are These Funds Suited For?

Popular Value Funds

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 1,054
  • 3Y Return
  • 30.40%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 13,872
  • 3Y Return
  • 26.31%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 2,279
  • 3Y Return
  • 26.11%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 50,154
  • 3Y Return
  • 25.91%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 1,309
  • 3Y Return
  • 25.87%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 9,043
  • 3Y Return
  • 25.46%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 8,752
  • 3Y Return
  • 25.19%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 10,412
  • 3Y Return
  • 24.24%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 6,732
  • 3Y Return
  • 22.85%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 295
  • 3Y Return
  • 22.41%

FAQs

The ideal investment horizon for a value fund is at least 5 years, with the ideal being around 10 years to get the maximum returns while ensuring that the fund can absorb market volatility. The longer one stays invested in the value fund; the higher is the chances of getting a higher return.

Although there is no way to determine the returns one can earn in the future, value funds have delivered 12.45% average returns in the last 5 yards, and the last 3 and 10-year annualized returns are 22.68% and 13.52%.

No. Value funds have no lock-in period, and the investors can exit at any time.

Value Funds invest at least 65% in equity and equity-linked instruments, making them highly volatile to market conditions. Since these shares are also already on a discounted valuation, the risk is relatively low but still categorized in the high-risk rating.

Since value mutual funds specialize in picking specific equity stocks at a discount in prevailing market conditions but have great fundamentals to regain their valuation. Most value funds are high-value businesses. They can provide a favorable risk-reward tradeoff and are ideal for investors with an aggressive investment goal. Thus, while these funds are usually volatile in the short term, they promise wholesome returns if one stays invested for longer.

The fund’s parent company sets the minimum limit for each mutual fund and will vary accordingly. Generally, the minimum required amount for purchase is around Rs. 1000 and multiples of Rs. 1 after that, while the minimum SIP amount can start from Rs. 500. There is no maximum investment limit.

As per regulations mandated by SEBI guidelines, Value Funds must follow the allocation strategy that follows the value-investment strategy. It means they have to invest a minimum of 65% of their assets in direct equity and equity-linked instruments, while the fund manager has the flexibility to choose from across market capitalization.

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