Of all the Mutual Funds available in India, the growth of Value MFs has been the most consistent in the last 5 years. This is because all the best value funds available in India are essentially open-ended equity schemes. A recent SEBI reclassification drive has announced that from now on, such funds will also be known as Contra Funds.
These funds are used primarily to fund those segments of the economy which are not covered by the Large Cap Funds. Small Cap Funds have their own set of limitations too. But Value MFs are different- they create wealth not only for the retail or institutional investors but also provide liquidity to often-overlooked segments.
The best Value Mutual Funds in India are those which provide assured returns at regular intervals to those who pour in their funds in these schemes. Fortunately, the market risks for these investments are lower than many comparable MFs. Besides, an increasing number of these schemes are looking for investment opportunities in under-developed segments which have the scope of fast and speedy growth in short terms.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Tata Equity P/E Fund | Equity | Moderately High | 11.0% | 4star | ₹5,184 | |
| L&T India Value Fund | Equity | Moderately High | 10.3% | 4star | ₹7,759 | |
| HDFC Capital Builder Value Fund | Equity | Moderately High | 2.7% | 3star | ₹4,496 | |
| ICICI Prudential Value Discovery Fund | Equity | Moderately High | 4.8% | 3star | ₹14,912 | |
| Nippon India Value Fund | Equity | Moderately High | 10.0% | 3star | ₹3,133 | |
| IDFC Sterling Value Fund | Equity | Moderately High | 2.6% | 3star | ₹3,132 | |
| JM Value Fund | Equity | High | 17.1% | 3star | ₹124 | |
| Indiabulls Value Discovery Fund | Equity | Moderately High | 5.0% | 2star | ₹21 | |
| UTI Value Opportunities Fund | Equity | Moderately High | 14.1% | 2star | ₹4,560 | |
| Templeton India Value Fund | Equity | Moderately High | 3.5% | 2star | ₹491 | |
| Aditya Birla Sun Life Pure Value Fund | Equity | Moderately High | -3.8% | 1star | ₹4,087 | |
| View All Top 10 Value Mutual Funds |
Features of Value Mutual Fund
The primary function of all MFs in the country is to generate wealth for the investors and add growth to the India story. Like other schemes, the best value funds in India are those which have market confidence.
The primary purposes of these instruments of investment across a wide gamut of industry spectrums are –
Taxability
Note that the entire Mutual Fund segment does not have a single taxation slab. Value funds attract LTCG or Long Term Capital Gains tax on returns of more than Rs. 1 Lakh on non-tax-saving MFs. The LTCG tax exemption threshold is Rs. 1 Lakh only. Anything extra will have to pay a tax at 10%. The tax rate will increase if the schemes expire within 1 year or if the investor decides to pull out before the year ends.
Who Are These Funds Suited For?
The best Value Funds are ideal investment options for the following types of investors:
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.
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 11.74% annualized returns in the last three years. In the last year, its returns were 11.02%. 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 11.02% 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 | ₹5,184Cr |
| 1Y Returns | 11.0% |
Fund Performance: This fund has given 9.64% annualized returns in the last three years. In the last year, its returns were 10.34%. 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 10.34% 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 | ₹7,759Cr |
| 1Y Returns | 10.3% |
Fund Performance: This fund has given 10.64% annualized returns in the last three years. In the last year, its returns were 2.69%. 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 2.69% 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 |
|---|---|
| AUM | ₹4,496Cr |
| 1Y Returns | 2.7% |
Fund Performance: This fund has given 7.07% annualized returns in the last three years. In the last year, its returns were 4.76%. 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 4.76% 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 | ₹14,912Cr |
| 1Y Returns | 4.8% |
Fund Performance: This fund has given 12.49% annualized returns in the last three years. In the last year, its returns were 9.99%. 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 9.99% 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 | ₹3,133Cr |
| 1Y Returns | 10.0% |
Fund Performance: This fund has given 10.53% annualized returns in the last three years. In the last year, its returns were 2.57%. 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 2.57% 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 | ₹3,132Cr |
| 1Y Returns | 2.6% |
Fund Performance: This fund has given 12.55% annualized returns in the last three years. In the last year, its returns were 17.15%. 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 17.15% 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 | ₹124Cr |
| 1Y Returns | 17.1% |
Fund Performance: This fund has given 4.25% annualized returns in the last three years. In the last year, its returns were 5.04%. 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 5.04% 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 | ₹21Cr |
| 1Y Returns | 5.0% |
Fund Performance: This fund has given 12.35% annualized returns in the last three years. In the last year, its returns were 14.11%. 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 14.11% 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 | ₹4,560Cr |
| 1Y Returns | 14.1% |
Fund Performance: This fund has given 7.03% annualized returns in the last three years. In the last year, its returns were 3.47%. 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 3.47% 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 | ₹491Cr |
| 1Y Returns | 3.5% |
Fund Performance: This fund has given 3.41% annualized returns in the last three years. In the last year, its returns were -3.78%. 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 -3.78% 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 | ₹4,087Cr |
| 1Y Returns | -3.8% |
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