Value Mutual Funds invest in stocks which are Undervalued and will provide higher returns compared to peers once valuation is at par.
These gives the potential of giving higher returns than Large and Mid Cap funds in future.
Recommended Min. Duration: 7 to 8 Years.
Below image as of 2021 DEC:
See below the performance of Value MFs on Yearly basis from 2010 to 2020:
|
Scheme
Name |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
|
IDFC
Sterling Value Fund |
15% |
-7% |
-13% |
61% |
0% |
0% |
57% |
4% |
45% |
-22% |
27% |
|
Templeton
India Value Fund |
11% |
-1% |
-13% |
38% |
9% |
0% |
49% |
-1% |
36% |
-30% |
22% |
|
ICICI
Prudential Value Discovery Fund |
22% |
1% |
-4% |
24% |
4% |
5% |
73% |
7% |
46% |
-24% |
28% |
|
Nippon
India Value Fund |
16% |
6% |
-8% |
46% |
-2% |
6% |
55% |
-5% |
46% |
-30% |
20% |
|
JM Value
Fund |
13% |
12% |
-11% |
45% |
11% |
3% |
52% |
-9% |
46% |
-41% |
-14% |
|
Aditya
Birla Sun Life Pure Value Fund |
15% |
-11% |
-23% |
56% |
8% |
4% |
96% |
4% |
33% |
-24% |
24% |
|
IDBI
Long Term Value Fund |
13% |
2% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
|
L&T
India Value Fund |
14% |
5% |
-11% |
41% |
7% |
12% |
74% |
6% |
40% |
-27% |
20% |
|
UTI
Value Opportunities Fund |
19% |
10% |
-2% |
29% |
2% |
-6% |
41% |
5% |
27% |
-12% |
19% |
|
HDFC
Capital Builder Value Fund |
13% |
0% |
-5% |
42% |
3% |
4% |
52% |
9% |
28% |
-24% |
28% |
|
Indiabulls
Value Fund |
15% |
-1% |
-17% |
35% |
3% |
3% |
- |
- |
- |
- |
- |
|
Quantum
Long Term Equity Value Fund |
12% |
-1% |
1% |
11% |
- |
- |
- |
- |
- |
- |
- |
|
Tata
Equity PE Fund |
12% |
6% |
-7% |
39% |
15% |
0% |
69% |
1% |
30% |
-24% |
17% |
|
Union
Value Discovery Fund |
17% |
5% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
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