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Value Mutual Funds

Value funds are open-ended equity-linked schemes that focus on investing primarily in undervalued companies with the potential to grow in the long term. For example, the fund manager will consider a stock to invest in trading at a discount, i.e., its intrinsic value is higher than the market price. View More

These types of stocks have the potential to make the maximum profit for their investors, and this type of investment approach is called a value investing strategy. These stocks can provide excellent returns in the future and are ideal for gaining promising returns in the long run.

Value stocks are often renowned companies in their industry, linked with the NIFTY Value Index or similar Indexes. Most companies in the value fund often provide regular dividend payments to their investors, making them an excellent investment option for those new to investment and who want steady returns in the long term.

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List of Value Mutual Funds

Filters
logo AXIS Value Fund - Direct Growth

4.25%

Fund Size (Cr.) - 715

Invest
logo HSBC Value Fund - Direct Growth

2.05%

Fund Size (Cr.) - 13,872

Invest
logo JM Value Fund - Direct Growth

-5.56%

Fund Size (Cr.) - 1,054

Invest
logo Nippon India Value Fund - Direct Growth

2.08%

Fund Size (Cr.) - 8,752

Invest
logo ICICI Pru Value Fund - Direct Growth

10.76%

Fund Size (Cr.) - 50,154

Invest
logo Quant Value Fund - Direct Growth

-3.48%

Fund Size (Cr.) - 2,119

Invest
logo DSP Value Fund - Direct Growth

9.53%

Fund Size (Cr.) - 924

Invest
logo Aditya Birla SL Value Fund - Direct Growth

-0.72%

Fund Size (Cr.) - 6,732

Invest
logo Tata Value Fund - Direct Growth

1.55%

Fund Size (Cr.) - 9,043

Invest
logo ITI Value Fund - Direct Growth

-0.33%

Fund Size (Cr.) - 295

Invest
View More

Who Should Invest in Value Funds?

Value investing is one of the most popular strategies, but investors should also remember that these come with inherent risks. The investments of a value fund could represent a business or undervalued assets across large-cap, mid-cap, and small-cap companies without being for any particular View More

industry or segment. Thus, value funds are the ideal investment option for:

Investors with an aggressive investment goal who want to generate high returns
Those looking for long-term investments that can grow steadily without any expected returns
Investors who have a higher risk appetite
Investors who can be patient with their investment and can digest losses when the market performance fluctuation or in the negative

Popular Value Mutual Funds

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 715
  • 3Y Return
  • 23.29%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 13,872
  • 3Y Return
  • 23.00%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 1,054
  • 3Y Return
  • 21.52%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 8,752
  • 3Y Return
  • 21.30%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 50,154
  • 3Y Return
  • 21.28%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 2,119
  • 3Y Return
  • 20.74%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 924
  • 3Y Return
  • 19.59%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 6,732
  • 3Y Return
  • 19.57%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 9,043
  • 3Y Return
  • 19.57%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 295
  • 3Y Return
  • 19.00%

Other Calculators

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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