| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Pure Value Fund | Equity | Moderately High | -17.1% | 5star | ₹1,456 | |
| Tata Equity P/E Fund | Equity | Moderately High | -3.6% | 5star | ₹4,746 | |
| HDFC Capital Builder Value Fund | Equity | Moderately High | -0.7% | 4star | ₹2,310 | |
| IDFC Sterling Value Fund | Equity | Moderately High | -7.1% | 4star | ₹2,804 | |
| L&T India Value Fund | Equity | Moderately High | -6.2% | 4star | ₹7,639 | |
| Quantum Long Term Equity Value Fund | Equity | Moderately High | 1.8% | 3star | ₹876 | |
| Reliance Value Fund | Equity | Moderately High | -4.0% | 3star | ₹3,000 | |
| Templeton India Value Fund | Equity | Moderately High | -9.1% | 3star | ₹520 | |
| JM Value Fund | Equity | High | -8.3% | 3star | ₹125 | |
| UTI Value Opportunities Fund | Equity | Moderately High | 0.9% | 2star | ₹4,228 | |
| ICICI Prudential Value Discovery Fund | Equity | Moderately High | 1.6% | 2star | ₹16,130 | |
| Indiabulls Value Discovery Fund | Equity | Moderately High | -8.5% | 1star | ₹44 | |
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Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 11.94% annualized returns in the last 3 years. In the last 1 year, it gave -17.14% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -17.14% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Mahesh Patil, Milind Bafna
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹1,000 |
| Groww Rating | 5star |
| AUM | ₹1,456Cr |
| 1Y Returns | -17.1% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 16% annualized returns in the last 3 years. In the last 1 year, it gave -3.56% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.56% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Sonam Udasi
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 5star |
| AUM | ₹4,746Cr |
| 1Y Returns | -3.6% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 13.55% annualized returns in the last 3 years. In the last 1 year, it gave -0.67% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.67% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Miten Lathia
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹2,310Cr |
| 1Y Returns | -0.7% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 14.37% annualized returns in the last 3 years. In the last 1 year, it gave -7.13% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.13% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Anoop Bhaskar, Daylynn Pinto
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹2,804Cr |
| 1Y Returns | -7.1% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 12.65% annualized returns in the last 3 years. In the last 1 year, it gave -6.21% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.21% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Venugopal Manghat, Karan Desai
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹7,639Cr |
| 1Y Returns | -6.2% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 12.69% annualized returns in the last 3 years. In the last 1 year, it gave 1.75% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.75% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Nilesh Shetty, Atul Kumar
| Launch Date | 12 Mar 2006 |
|---|---|
| Min Investment Amt | ₹500 |
| Groww Rating | 3star |
| AUM | ₹876Cr |
| 1Y Returns | 1.8% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 10.36% annualized returns in the last 3 years. In the last 1 year, it gave -4.04% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.04% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Samir Rachh
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹500 |
| Groww Rating | 3star |
| AUM | ₹3,000Cr |
| 1Y Returns | -4.0% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 9.88% annualized returns in the last 3 years. In the last 1 year, it gave -9.09% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.09% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Vikas Chiranwal
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹520Cr |
| 1Y Returns | -9.1% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 14.65% annualized returns in the last 3 years. In the last 1 year, it gave -8.26% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.26% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Asit Bhandarkar
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹125Cr |
| 1Y Returns | -8.3% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 9.11% annualized returns in the last 3 years. In the last 1 year, it gave 0.89% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.89% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Vetri Subramaniam, Amit Premchandani
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 2star |
| AUM | ₹4,228Cr |
| 1Y Returns | 0.9% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 9.17% annualized returns in the last 3 years. In the last 1 year, it gave 1.61% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.61% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Mrinal Singh
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹1,000 |
| Groww Rating | 2star |
| AUM | ₹16,130Cr |
| 1Y Returns | 1.6% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 8.27% annualized returns in the last 3 years. In the last 1 year, it gave -8.46% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.46% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Sumit Bhatnagar
| Launch Date | 7 Sep 2015 |
|---|---|
| Min Investment Amt | ₹500 |
| Groww Rating | 1star |
| AUM | ₹44Cr |
| 1Y Returns | -8.5% |
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Both growth and value are two fundamental approaches to stock investing that fund managers follow. Growth investing entails looking for companies that have a potential to grow faster than others. The optimism is reflected in the premium valuation commanded by the market price of such companies. A value investor, on the other hand, buys undervalued stocks that have a potential for appreciation, but are usually ignored by the investing community. The premise of value investing is that the market has some inherent inefficiencies, causing specific companies to trade at levels below what they are actually worth for. Value fund managers are skilled in identifying these market inefficiencies. In theory, once the market corrects these inefficiencies, the value investor will gain from an increase in the share price. Often, value stocks are associated with dividend payments since they are usually well-established companies with committed dividend distribution programs. There are only a handful of equity funds in the market which uses the value investment strategy. Hence, the best way to invest in this category of mutual funds is to have a long-term investment horizon of at least 5 years.
The biggest challenge of value investing is estimating the fair value. Estimating the fair value of an underpriced stock is both an art and science. To determine fair value, fund managers estimate future cash flows of the company, which is usually a difficult task for undervalued companies, because their past performance will not give you the true picture and the fund managers need to make a judgement about future growth. Though value investing can potentially give superior long-term returns, it is more difficult than growth investing. Only very experienced fund managers, with a long track record of out-performance, are likely to be successful value investors. So, it is upto you to decide now, do you choose growth or do you choose value?
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