Best Value Mutual Funds
The best value mutual funds in India are those funds whose primary aim is to provide value to the investors. They do so by investing in stocks that are currently undervalued but have the potential to grow in future and provide better returns. The basic premise of these funds is to pick stocks that may be facing short term setbacks but will regain its value in future. All the best value funds available in India are essentially open-ended equity schemes.
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Top 10 Value Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Nippon India Value Fund | Equity | Very High | 76.9% | 4star | ₹4,327 | |
| UTI Value Opportunities Fund | Equity | Very High | 63.2% | 4star | ₹6,623 | |
| ICICI Prudential Value Discovery Fund | Equity | Very High | 73.0% | 4star | ₹22,746 | |
| IDFC Sterling Value Fund | Equity | Very High | 100.0% | 3star | ₹4,116 | |
| JM Value Fund | Equity | Very High | 73.7% | 3star | ₹160 | |
| L&T India Value Fund | Equity | Very High | 71.6% | 3star | ₹7,903 | |
| Tata Equity P/E Fund | Equity | Very High | 52.8% | 3star | ₹5,101 | |
| IDBI Long Term Value Fund | Equity | Very High | 63.6% | 3star | ₹111 | |
| Templeton India Value Fund | Equity | Very High | 91.1% | 2star | ₹608 | |
| HDFC Capital Builder Value Fund | Equity | Very High | 64.9% | 2star | ₹5,334 | |
| Indiabulls Value Discovery Fund | Equity | Very High | 61.3% | 2star | ₹13 | |
| Quantum Long Term Equity Value Fund | Equity | Very High | 56.2% | 2star | ₹921 | |
| Aditya Birla Sun Life Pure Value Fund | Equity | Very High | 72.9% | 1star | ₹4,387 | |
| DSP Value Fund | Equity | Very High | N.A | star | ₹555 | |
| Canara Robeco Value Fund | Equity | Very High | N.A | star | ₹543 | |
| View All Top 10 Value Mutual Funds |
Features of Value Mutual Fund
- The purpose of value funds is to spot undervalued stocks with high growth potential in the future.
- Besides the best value mutual funds may pass on investments to those sectors of the economy which have been hitherto overlooked.
- Underperforming stocks also get a fillip via these investments.
Taxability
Value funds fall under the equity mutual funds category and attract taxes accordingly.
There is a 10% long term capital gains tax on returns of more than Rs. 1 lakh. Long term gains of less than Rs 1 lakh are not taxable. Short term capital gains are taxed at 15% irrespective of the amount.
For equity funds, short term is any period less than 12 months from the date of purchase and long term is more than 12 months.
Who Are These Funds Suited For?
The following types of investors can invest in the best value funds:
- Those who have a high risk appetite for equity funds.
- Those with a longer investment horizon as it helps mitigate short term volatilities.
- Those who understand and want to engage in value investing.
Major Advantages
There are several benefits which have been the hallmark of the best value funds for many years now. The primary ones are the following.
- Possible diversification across all sectors.
- Future growth possibility if the fund manager is able to identify potential undervalued stocks for the best value funds.
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
Nippon India Value Fund Direct Growth
Fund Performance: This fund has given 26.2% annualized returns in the last three years. In the last year, its returns were 76.87%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 76.87% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹4,327Cr |
| 1Y Returns | 76.9% |
UTI Value Opportunities Fund Direct Growth
Fund Performance: This fund has given 23.95% annualized returns in the last three years. In the last year, its returns were 63.23%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 63.23% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹6,623Cr |
| 1Y Returns | 63.2% |
ICICI Prudential Value Discovery Direct Growth
Fund Performance: This fund has given 22.37% annualized returns in the last three years. In the last year, its returns were 73.03%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 73.03% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹22,746Cr |
| 1Y Returns | 73.0% |
IDFC Sterling Value Fund Direct Plan Growth
Fund Performance: This fund has given 24.43% annualized returns in the last three years. In the last year, its returns were 99.98%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 99.98% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,116Cr |
| 1Y Returns | 100.0% |
JM Value Fund Direct Plan Growth
Fund Performance: This fund has given 24.41% annualized returns in the last three years. In the last year, its returns were 73.71%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 73.71% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹160Cr |
| 1Y Returns | 73.7% |
L&T India Value Fund Direct Growth
Fund Performance: This fund has given 23.49% annualized returns in the last three years. In the last year, its returns were 71.56%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 71.56% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹7,903Cr |
| 1Y Returns | 71.6% |
Tata Equity PE Fund Direct Growth
Fund Performance: This fund has given 20.73% annualized returns in the last three years. In the last year, its returns were 52.83%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 52.83% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹5,101Cr |
| 1Y Returns | 52.8% |
IDBI Long Term Value Fund Direct Growth
Fund Performance: This fund has given 20.16% annualized returns in the last three years. In the last year, its returns were 63.62%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 63.62% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹111Cr |
| 1Y Returns | 63.6% |
Templeton India Value Fund Direct Plan Growth
Fund Performance: This fund has given 22.77% annualized returns in the last three years. In the last year, its returns were 91.14%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 91.14% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹608Cr |
| 1Y Returns | 91.1% |
HDFC Capital Builder Value Fund Direct Plan Growth
Fund Performance: This fund has given 19.3% annualized returns in the last three years. In the last year, its returns were 64.86%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 64.86% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹5,334Cr |
| 1Y Returns | 64.9% |
Indiabulls Value Fund Direct Growth
Fund Performance: This fund has given 17.34% annualized returns in the last three years. In the last year, its returns were 61.34%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 61.34% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹13Cr |
| 1Y Returns | 61.3% |
Quantum Long Term Equity Value Fund Direct Growth
Fund Performance: This fund has given 16.67% annualized returns in the last three years. In the last year, its returns were 56.18%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 56.18% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹921Cr |
| 1Y Returns | 56.2% |
Aditya Birla Sun Life Pure Value Direct Fund Growth
Fund Performance: This fund has given 16.25% annualized returns in the last three years. In the last year, its returns were 72.9%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 72.9% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,387Cr |
| 1Y Returns | 72.9% |
DSP Value Fund Direct Growth
Fund Performance: In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹555Cr |
| 1Y Returns | NA |
Canara Robeco Value Fund Direct Growth
Fund Performance: In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹543Cr |
| 1Y Returns | NA |
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