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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 NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Nippon India Value FundEquityVery High65.0%4star3,926
UTI Value Opportunities FundEquityVery High55.8%4star6,116
ICICI Prudential Value Discovery FundEquityVery High52.3%4star20,786
IDFC Sterling Value FundEquityVery High103.0%3star3,733
L&T India Value FundEquityVery High59.6%3star7,285
JM Value FundEquityVery High56.4%3star147
Tata Equity P/E FundEquityVery High36.9%3star4,677
Templeton India Value FundEquityVery High75.5%2star556
Quantum Long Term Equity Value FundEquityVery High53.2%2star892
HDFC Capital Builder Value FundEquityVery High53.7%2star4,871
Indiabulls Value Discovery FundEquityVery High51.8%2star15
Aditya Birla Sun Life Pure Value FundEquityVery High71.9%1star4,271
DSP Value FundEquityVery HighN.Astar476
IDBI Long Term Value FundEquityVery High53.2%star108
ITI Value FundEquityVery HighN.Astar0
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 16.23% annualized returns in the last three years. In the last year, its returns were 65.02%. 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 65.02% 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
AUM3,926Cr
1Y Returns65.0%

UTI Value Opportunities Fund Direct Growth

Fund Performance: This fund has given 15.35% annualized returns in the last three years. In the last year, its returns were 55.8%. 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 55.8% 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
AUM6,116Cr
1Y Returns55.8%

ICICI Prudential Value Discovery Direct Growth

Fund Performance: This fund has given 14.75% annualized returns in the last three years. In the last year, its returns were 52.32%. 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 52.32% 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
AUM20,786Cr
1Y Returns52.3%

IDFC Sterling Value Fund Direct Plan Growth

Fund Performance: This fund has given 14.77% annualized returns in the last three years. In the last year, its returns were 102.96%. 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 102.96% 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
AUM3,733Cr
1Y Returns103.0%

L&T India Value Fund Direct Growth

Fund Performance: This fund has given 14.03% annualized returns in the last three years. In the last year, its returns were 59.64%. 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 59.64% 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
AUM7,285Cr
1Y Returns59.6%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has given 13.83% annualized returns in the last three years. In the last year, its returns were 56.39%. 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 56.39% 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
AUM147Cr
1Y Returns56.4%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 9.44% annualized returns in the last three years. In the last year, its returns were 36.87%. 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 36.87% 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
AUM4,677Cr
1Y Returns36.9%

Templeton India Value Fund Direct Plan Growth

Fund Performance: This fund has given 11.81% annualized returns in the last three years. In the last year, its returns were 75.54%. 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 75.54% 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
AUM556Cr
1Y Returns75.5%

Quantum Long Term Equity Value Fund Direct Growth

Fund Performance: This fund has given 11.08% annualized returns in the last three years. In the last year, its returns were 53.22%. 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 53.22% 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
AUM892Cr
1Y Returns53.2%

HDFC Capital Builder Value Fund Direct Plan Growth

Fund Performance: This fund has given 10.65% annualized returns in the last three years. In the last year, its returns were 53.69%. 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 53.69% 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
AUM4,871Cr
1Y Returns53.7%

Indiabulls Value Fund Direct Growth

Fund Performance: This fund has given 9.98% annualized returns in the last three years. In the last year, its returns were 51.76%. 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 51.76% 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
AUM15Cr
1Y Returns51.8%

Aditya Birla Sun Life Pure Value Direct Fund Growth

Fund Performance: This fund has given 7.68% annualized returns in the last three years. In the last year, its returns were 71.93%. 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 71.93% 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
AUM4,271Cr
1Y Returns71.9%

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
AUM476Cr
1Y ReturnsNA

IDBI Long Term Value Fund Direct Growth

Fund Performance: In the last year, its returns were 53.19%. 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 53.19% 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
AUM108Cr
1Y Returns53.2%

ITI 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 ₹500.

Min Investment Amt₹5,000
AUM0Cr
1Y ReturnsNA

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