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Value Mutual Funds
Find here some best Value fund to invest
- Annual Returns 13.45%
- Average Risk High
- Total Funds 24
What is Value Mutual Fund?
Value Mutual Funds are Equity mutual schemes that follow a value investment strategy which involves selling stocks less than their true face value by using metrics like P/E (Price-To-Earning) and P/B (Price-to-Book) ratios. The selection process by the fund manager is focused on finding low value stocks as compared to the companies’ worth. They believe these stocks will increase in price over time as the market realizes their true value and also has the potential to grow.
1. Advantages of Investing in Top Value Mutual Funds 2. Risks Involved While Investing in Value Mutual Funds 3. Who Should Invest in Value Mutual Funds? 4. How to Start Investing in Value Mutual Fund with MySIPonline? 5. Points to Consider Before Investing in Value Mutual Funds
More
Top 5 Value Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Value Funds in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIFTY 500 |
1.60% | 7.68% | -4.62% | -12.58% | -4.78% | 5.69% | 22.70% | 13.40% | 25.01% | 12.06% | |||
| 9605.67 | 19 years | 1.55% | 3.92% | -4.26% | -11.7% | -3.99% | 16.41% | 26.96% | 17.35% | 27.34% | 12.44% | Invest | |
| 784.67 | 3 years | 1.19% | 4.66% | -7.43% | -11.92% | -7.78% | 13.2% | 31.53% | 20.3% | - | - | Invest | |
| 48400.3 | 20 years | 1.22% | 4.41% | -0.55% | -8.6% | -0.47% | 11.74% | 27.46% | 20.2% | 33.31% | 14.5% | Invest | |
| 8170.2 | 19 years | 1.66% | 4.63% | -6.16% | -12.2% | -6.41% | 10.74% | 32.81% | 19.99% | 31.51% | 15.11% | Invest | |
| 6950.43 | 31 years | 1.65% | 4.66% | -5.66% | -12.85% | -5.72% | 10.33% | 25.56% | 16.64% | 28.29% | 13.1% | Invest | |
| 12848.97 | 15 years | 1.68% | 5.79% | -8.61% | -13.18% | -8.65% | 8.36% | 29.18% | 20.22% | 31.6% | 15.62% | Invest | |
| 8067.54 | 20 years | 1.77% | 5.32% | -7.37% | -15.38% | -8.29% | 8.12% | 27.1% | 18.94% | 26.92% | 13.89% | Invest | |
| 1208.76 | 3 years | 1.44% | 5.67% | -5.52% | -13.11% | -5.52% | 7.34% | 23.96% | 18.57% | - | - | Invest | |
| 9587.46 | 17 years | 1.21% | 4.05% | -4.81% | -13.14% | -5.08% | 5.61% | 24.59% | 16.68% | 35.94% | 14.47% | Invest | |
| 148.97 | 6 years | 1.63% | 4.97% | -16.26% | -17.43% | -16.65% | 5.48% | 20.65% | 12.38% | 24.23% | - | Invest | |
| 1027.07 | 27 years | -0.06% | 2.56% | -12.21% | -19.01% | -12.32% | 5.11% | 29.71% | 20.79% | 29.47% | 15.55% | Invest | |
| 2106.97 | 21 years | 1.45% | 3.49% | -4.72% | -13.98% | -4.72% | 4.96% | 23.81% | 19.21% | 33.06% | 13.85% | Invest | |
| 5929.32 | 17 years | 1.54% | 6.44% | -8.62% | -15.26% | -8.93% | 4.38% | 29.09% | 18.45% | 29.71% | 12.18% | Invest | |
| 44.87 | 9 years | 2.09% | 4.75% | -4.31% | -10.87% | -4.1% | 3.71% | 23% | 13.84% | 22.97% | - | Invest | |
| 46.04 | - | 2.09% | 4.75% | -4.32% | -10.88% | -4.1% | 3.71% | 22.99% | 13.84% | 22.97% | - | Invest | |
| 1352.64 | 1 years | 1.43% | 5.68% | -4.66% | -13.75% | -5.02% | 2.09% | - | - | - | - | Invest | |
| 6950.43 | 31 years | 1.65% | 4.66% | -13.45% | -20.05% | -13.5% | 1.22% | 15.3% | 7.05% | 16.63% | 1.47% | Invest | |
| 6950.43 | 31 years | 1.65% | 4.66% | -13.45% | -20.05% | -13.5% | 1.22% | 15.3% | 7.05% | 16.63% | 1.47% | Invest | |
| 301.03 | 3 years | 2.26% | 6.68% | -9.64% | -15.28% | -9.77% | 1.12% | 24.47% | 17.93% | - | - | Invest | |
| 79.32 | 5 months | 2.77% | 10.96% | 0.39% | - | 0.69% | - | - | - | - | - | Invest | |
| 74.82 | 4 months | 1.94% | 8.76% | -1.41% | - | -0.76% | - | - | - | - | - | Invest | |
| 9.94 | 4 months | 1.95% | 8.78% | -1.49% | - | -0.85% | - | - | - | - | - | Invest | |
| - | 24 days | 1.52% | - | - | - | - | - | - | - | - | - | Invest | |
| 1775.98 | 3 years | 1.23% | 3.57% | -10.32% | -19.47% | -10.74% | -2.87% | 30.98% | 20.49% | - | - | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Mar-2025 | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 |
|---|
| Fund Name | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 9605.67 | Very High |
-2.93%
|
-3.64%
|
15.73%
|
18.46%
|
19.13%
|
15.87%
|
14.33%
|
Invest | |
| 784.67 | Very High |
-3.97%
|
-5.45%
|
16.33%
|
21.46%
|
-
|
-
|
20.31%
|
Invest | |
| 48400.3 | Very High |
-1.12%
|
-0.74%
|
15.98%
|
20.06%
|
23.12%
|
18.08%
|
18.17%
|
Invest | |
| 8170.2 | Very High |
-3.24%
|
-6.91%
|
16.36%
|
21.32%
|
22.98%
|
18.01%
|
16.2%
|
Invest | |
| 6950.43 | Average |
-3.34%
|
-7.12%
|
13.01%
|
17.15%
|
19.04%
|
15.04%
|
17.02%
|
Invest | |
| 12848.97 | Very High |
-4.67%
|
-10.66%
|
13.47%
|
20.15%
|
22.43%
|
17.39%
|
17.74%
|
Invest | |
| 8067.54 | Very High |
-4.68%
|
-12.19%
|
11.22%
|
17.41%
|
19.17%
|
15.63%
|
15.99%
|
Invest | |
| 1208.76 | Very High |
-3.01%
|
-7.33%
|
10.86%
|
16.3%
|
-
|
-
|
16.5%
|
Invest | |
| 9587.46 | Very High |
-3.29%
|
-8.94%
|
10.1%
|
15.78%
|
22.28%
|
17.41%
|
17.17%
|
Invest | |
| 148.97 | Very High |
-7.97%
|
-14.61%
|
7.5%
|
12.41%
|
15.28%
|
-
|
15.08%
|
Invest | |
| 1027.07 | Very High |
-7.25%
|
-18.67%
|
9.98%
|
19.8%
|
22.49%
|
17.97%
|
16.17%
|
Invest | |
| 2106.97 | Moderately High |
-3.57%
|
-10.99%
|
9.71%
|
15.94%
|
21.88%
|
16.56%
|
14.93%
|
Invest | |
| 5929.32 | Very High |
-4.6%
|
-10.81%
|
10.77%
|
18.01%
|
20.14%
|
14.03%
|
15.84%
|
Invest | |
| 44.87 | Very High |
-2.78%
|
-8%
|
9.47%
|
13.67%
|
15.32%
|
-
|
11.69%
|
Invest | |
| 46.04 | Very High |
-2.78%
|
-8.01%
|
9.47%
|
13.67%
|
15.32%
|
-
|
12.57%
|
Invest | |
| 1352.64 | Very High |
-3.07%
|
-11.04%
|
-
|
-
|
-
|
-
|
5.86%
|
Invest | |
| 6950.43 | Average |
-9.6%
|
-20.73%
|
-
|
4.99%
|
7.01%
|
3.45%
|
4.15%
|
Invest | |
| 6950.43 | Average |
-9.6%
|
-20.73%
|
-
|
4.99%
|
7.01%
|
3.45%
|
4.15%
|
Invest | |
| 301.03 | Moderately High |
-4.86%
|
-15.75%
|
7.66%
|
15.03%
|
-
|
-
|
14.43%
|
Invest | |
| 79.32 | Very High |
-
|
-
|
-
|
-
|
-
|
-
|
0.23%
|
Invest | |
| 74.82 | Very High |
-
|
-
|
-
|
-
|
-
|
-
|
0.36%
|
Invest | |
| 9.94 | Very High |
-
|
-
|
-
|
-
|
-
|
-
|
0.17%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Invest | ||
| 1775.98 | Very High |
-6.85%
|
-21.78%
|
10.48%
|
18.7%
|
-
|
-
|
19.15%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
12.09%
|
2.73%
|
0.94%
|
0.65%
|
Invest | |
| Very High |
14.624%
|
4.878%
|
1.009%
|
0.892%
|
Invest | |
| Very High |
11.927%
|
6.533%
|
0.769%
|
0.981%
|
Invest | |
| Very High |
15.103%
|
5.147%
|
1.013%
|
0.791%
|
Invest | |
| Average |
14.249%
|
2.056%
|
0.965%
|
0.598%
|
Invest | |
| Very High |
15.41%
|
4.795%
|
0.998%
|
0.746%
|
Invest | |
| Very High |
12.45%
|
4%
|
0.99%
|
0.73%
|
Invest | |
| Very High |
12.532%
|
4.024%
|
0.879%
|
0.888%
|
Invest | |
| Very High |
13.72%
|
3.11%
|
0.912%
|
0.672%
|
Invest | |
| Very High |
16.648%
|
-
|
1.065%
|
0.289%
|
Invest | |
| Very High |
15.64%
|
7.169%
|
0.975%
|
0.964%
|
Invest | |
| Moderately High |
12.73%
|
4.56%
|
0.94%
|
0.79%
|
Invest | |
| Very High |
15.69%
|
2.86%
|
1.13%
|
0.61%
|
Invest | |
| Very High |
13.632%
|
-
|
0.946%
|
0.475%
|
Invest | |
| Very High |
13.633%
|
-
|
0.946%
|
0.475%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Average |
16.385%
|
-
|
1.075%
|
0.365%
|
Invest | |
| Average |
16.385%
|
-
|
1.075%
|
0.365%
|
Invest | |
| Moderately High |
14.044%
|
2.519%
|
0.956%
|
0.729%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
20.002%
|
5.32%
|
1.258%
|
0.772%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹500
|
₹5000
|
1.82%
|
Amit Kumar Premchandani
|
20-Jul 2005
|
Invest | |
|
₹100
|
₹100
|
2.33%
|
Sachin Relekar
|
22-Sep 2021
|
Invest | |
|
₹500
|
₹1000
|
1.55%
|
Sankaran Naren
|
16-Aug 2004
|
Invest | |
|
₹500
|
₹500
|
1.84%
|
Meenakshi Dawar
|
08-Jun 2005
|
Invest | |
|
₹100
|
₹100
|
1.84%
|
Gopal Agrawal
|
01-Feb 1994
|
Invest | |
|
₹500
|
₹5000
|
1.72%
|
Venugopal Manghat
|
08-Jan 2010
|
Invest | |
|
₹100
|
₹5000
|
1.79%
|
Sonam Udasi
|
29-Jun 2004
|
Invest | |
|
₹1000
|
₹5000
|
2.14%
|
Vishal Mishra
|
03-Sep 2021
|
Invest | |
|
₹100
|
₹1000
|
1.77%
|
Daylynn Gerard Paul Pinto
|
07-Mar 2008
|
Invest | |
|
₹1000
|
₹5000
|
2.41%
|
Alok Ranjan
|
20-Aug 2018
|
Invest | |
|
₹100
|
₹1000
|
2.22%
|
Satish Ramanathan
|
02-Jun 1997
|
Invest | |
|
₹500
|
₹5000
|
2.06%
|
Ajay Argal
|
04-Sep 2003
|
Invest | |
|
₹100
|
₹1000
|
1.88%
|
Kunal Sangoi
|
27-Mar 2008
|
Invest | |
|
₹500
|
₹500
|
2.3%
|
Anupam Tiwari
|
08-Sep 2015
|
Invest | |
|
₹500
|
₹500
|
2.3%
|
Anupam Tiwari
|
01-Mar 2017
|
Invest | |
|
₹100
|
₹5000
|
2.19%
|
Shiv Chanani
|
07-Jun 2023
|
Invest | |
|
₹100
|
₹100
|
1.84%
|
Gopal Agrawal
|
01-Feb 1994
|
Invest | |
|
₹100
|
₹100
|
1.84%
|
Gopal Agrawal
|
01-Feb 1994
|
Invest | |
|
₹500
|
₹5000
|
2.37%
|
Dhimant Shah
|
14-Jun 2021
|
Invest | |
|
₹100
|
₹100
|
1%
|
Nishit Patel
|
18-Oct 2024
|
Invest | |
|
₹100
|
₹100
|
1.07%
|
Karthik Kumar
|
30-Oct 2024
|
Invest | |
|
₹1000
|
₹1000
|
1%
|
Nemish Sheth
|
30-Oct 2024
|
Invest | |
|
₹1000
|
₹1000
|
-
|
Krishna Sanghavi
|
05-Mar 2025
|
Invest | |
|
₹1000
|
₹5000
|
1.99%
|
Sanjeev Sharma
|
30-Nov 2021
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
156.8907
(27-03-2025)
|
155.9911
(26-03-2025)
|
0.58%
|
177.804
|
135.742
|
Invest | |
|
17.07
(27-03-2025)
|
16.95
(26-03-2025)
|
0.71%
|
19.4
|
15.2
|
Invest | |
|
437.92
(27-03-2025)
|
436.58
(26-03-2025)
|
0.31%
|
479.11
|
392.37
|
Invest | |
|
209.2212
(27-03-2025)
|
207.2135
(26-03-2025)
|
0.97%
|
238.762
|
190.51
|
Invest | |
|
672.6
(27-03-2025)
|
669.252
(26-03-2025)
|
0.5%
|
772.622
|
614.739
|
Invest | |
|
98.4878
(27-03-2025)
|
97.8512
(26-03-2025)
|
0.65%
|
113.435
|
90.8276
|
Invest | |
|
323.0531
(27-03-2025)
|
320.1049
(26-03-2025)
|
0.92%
|
381.748
|
300.633
|
Invest | |
|
16.9600
(27-03-2025)
|
16.8800
(26-03-2025)
|
0.47%
|
19.52
|
15.72
|
Invest | |
|
138.543
(27-03-2025)
|
137.660
(26-03-2025)
|
0.64%
|
159.779
|
130.616
|
Invest | |
|
22.1501
(27-03-2025)
|
21.9811
(26-03-2025)
|
0.77%
|
27.2227
|
20.3018
|
Invest | |
|
88.6886
(27-03-2025)
|
87.902
(26-03-2025)
|
0.89%
|
110.818
|
83.7479
|
Invest | |
|
663.7830
(27-03-2025)
|
659.6775
(26-03-2025)
|
0.62%
|
771.651
|
629.704
|
Invest | |
|
115.9383
(27-03-2025)
|
115.1315
(26-03-2025)
|
0.7%
|
136.817
|
105.91
|
Invest | |
|
24.5195
(27-03-2025)
|
24.3647
(26-03-2025)
|
0.64%
|
27.68
|
22.9657
|
Invest | |
|
19.0279
(27-03-2025)
|
18.9078
(26-03-2025)
|
0.64%
|
21.481
|
17.8222
|
Invest | |
|
13.3231
(27-03-2025)
|
13.2695
(26-03-2025)
|
0.4%
|
15.4463
|
12.3361
|
Invest | |
|
31.32
(27-03-2025)
|
31.165
(26-03-2025)
|
0.5%
|
39.216
|
31.202
|
Invest | |
|
31.32
(27-03-2025)
|
31.165
(26-03-2025)
|
0.5%
|
39.216
|
29.315
|
Invest | |
|
15.2422
(27-03-2025)
|
15.0923
(26-03-2025)
|
0.99%
|
18.0389
|
14.0284
|
Invest | |
|
9.0805
(27-03-2025)
|
8.9403
(26-03-2025)
|
1.57%
|
10
|
8.0229
|
Invest | |
|
9.3758
(27-03-2025)
|
9.2894
(26-03-2025)
|
0.93%
|
10.3114
|
8.4279
|
Invest | |
|
9.3317
(27-03-2025)
|
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17.7926
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Comparison of Top Value Funds
Quant Value Fund Regular - Growth
3Y Returns 20.49%
VS
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns 18.57%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns 0%
VS
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns 18.57%
Axis Value Fund - Regular Plan - Growth
3Y Returns 20.3%
VS
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns 18.57%
Tata Equity PE Fund Regular Plan -(Growth Option)
3Y Returns 18.94%
VS
HSBC Value Fund - Regular Growth
3Y Returns 20.22%
Value Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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Advantages of Investing in Top Value Mutual Funds
Here are some key Benefits of Value Mutual Funds:
-
Significant Growth Potential
Value funds offer considerable growth potential, with the ability to substantially increase investors' wealth over time. By focusing on undervalued stocks, these funds aim to achieve significant long term capital appreciation.
-
Portfolio Diversification
Investing in value funds allows for a well-diversified portfolio by spreading investments across various undervalued stocks in different sectors.
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Reduced Downside Risk
Value mutual funds invest in stocks that are already undervalued, these funds tend to be less affected during market downturns, providing a safer investment avenue in bearish markets.
-
Flexible Investment Options
Investors can choose between two primary investment methods in mutual funds: lump sum and systematic investment plans (SIPs):
- A lumpsum investment involves putting in the entire investment amount at once.
- On the other hand, SIPs allow investors to contribute smaller, fixed amounts at regular intervals, such as monthly or quarterly.
- Typically, the minimum investment for a lump sum is around Rs. 1,000, whereas SIPs can start with as little as Rs. 100, though these amounts can vary between different schemes.
Value mutual funds provide investors with the opportunity to diversify their portfolios and take advantage of the SIP Calculator to determine future investment values.
Risks Involved While Investing in Value Mutual Funds
When selecting the Best Value Mutual Funds for 2024, it's important to be aware of the following risks:
-
Holding Times
The foundation of value investing is the idea that stock prices will eventually reflect their true worth. this process may take longer than expected. Fund managers might select undervalued stocks, but the recovery could take several years. Conversely, some stocks may see rapid gains in the short term.
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Market Risk
Value funds face economic and business cycle volatility from factors like inflation, interest rates, and global trends. They also risk value traps, where appear cheap stocks to decline due to poor management or high debt.
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Inefficiency
Value stocks may harm your investing portfolio if they do not live up to expectations. Even after careful examination, some stocks may not rise as much as expected.
Despite the risks, value fund investing offers the potential for significant long term gains.
Who Should Invest in Value Mutual Funds?
Value funds are ideal for:
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Long-Term Investors
Fund managers select stocks with the potential for future growth, requiring a long-term investment commitment to realize their true potential. Therefore, investors with a longer investment horizon should consider these funds.
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Balanced Portfolios
Investors with significant exposure to growth stocks can benefit from value funds, which can offer solid returns across different market cycles.
-
Risk-Tolerant Investors
Those who understand that the performance of value funds can vary and are willing to accept potential risks and may find value funds a suitable investment.
Value funds appeal to risk-takers as well as long-term investors seeking growth and well balanced portfolios.
How to Start Investing in Value Mutual Fund with MySIPonline?
Using MySIPonline to invest in mutual funds is simple and easy to use:
- Check out mutual fund schemes that fit your financial objectives by visiting mysiponline.com.
- Complete your profile, choose the desired funds, and sign up for free.
- To continue, finish the KYC procedure.
- Modify your investment basket to your level of risk tolerance.
- Make your investment and wait for a confirmation.
- Keep track of your investments regularly with mysiponline.com.
Investments made through a SIP plan are easy to use which streamlines your portfolio and boosts the overall returns.
Points to Consider Before Investing in Value Mutual Funds
Before investing Top value mutual funds, think about these factors:
-
Past Performance:
Assess the fund's 5 to 7-year performance to discover how well the manager navigated market cycles with a value investing approach.
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Long-Term Focus:
Value funds suit investors with a long-term horizon, potentially offering substantial returns over time.
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Expense Ratio:
Watch the fund's expense ratio, which covers management fees; high portfolio turnover can increase costs.
-
Market Risks:
Recognize that all mutual funds, including value funds, face market risks; assess how the manager adjusts asset allocation to seize market opportunities.
These considerations are important for making informed decisions when selecting value mutual funds
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