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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 High76.9%4star4,327
UTI Value Opportunities FundEquityVery High63.2%4star6,623
ICICI Prudential Value Discovery FundEquityVery High73.0%4star22,746
IDFC Sterling Value FundEquityVery High100.0%3star4,116
JM Value FundEquityVery High73.7%3star160
L&T India Value FundEquityVery High71.6%3star7,903
Tata Equity P/E FundEquityVery High52.8%3star5,101
IDBI Long Term Value FundEquityVery High63.6%3star111
Templeton India Value FundEquityVery High91.1%2star608
HDFC Capital Builder Value FundEquityVery High64.9%2star5,334
Indiabulls Value Discovery FundEquityVery High61.3%2star13
Quantum Long Term Equity Value FundEquityVery High56.2%2star921
Aditya Birla Sun Life Pure Value FundEquityVery High72.9%1star4,387
DSP Value FundEquityVery HighN.Astar555
Canara Robeco Value FundEquityVery HighN.Astar543
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
AUM4,327Cr
1Y Returns76.9%

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
AUM6,623Cr
1Y Returns63.2%

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
AUM22,746Cr
1Y Returns73.0%

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
AUM4,116Cr
1Y Returns100.0%

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
AUM160Cr
1Y Returns73.7%

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
AUM7,903Cr
1Y Returns71.6%

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
AUM5,101Cr
1Y Returns52.8%

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
AUM111Cr
1Y Returns63.6%

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
AUM608Cr
1Y Returns91.1%

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
AUM5,334Cr
1Y Returns64.9%

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
AUM13Cr
1Y Returns61.3%

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
AUM921Cr
1Y Returns56.2%

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
AUM4,387Cr
1Y Returns72.9%

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
AUM555Cr
1Y ReturnsNA

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
AUM543Cr
1Y ReturnsNA

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