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- Value Oriented Funds
- Average Return 23.95%
- No of Funds 17
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What is Value Oriented Mutual Fund
Value equity funds follow the investing principles popularized by legends like Warren Buffet. These funds look for stocks that are currently trading on discount due to some reason but have long term potential.
Advantages of Value Oriented Funds
- Give you a portfolio of relatively inexpensive stocks of good companies
- Quest for good deals mean they don't restrict themselves to one part of the market
- Ideal for 7+ year investment horizon
- Investing in out-of-favour stocks means they may take time to deliver returns
Top schemes of Value Oriented Mutual Funds sorted by last 5 year returns
17 funds
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- Returns High to Low
- ETM Rank High to Low
- Fund Size High to Low
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Returns for
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via
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Bandhan Sterling Value Fund
#2 of 14
Fund Size
₹8,449 Crs
Return (p.a)
+ 7.82%+ 0.58% + 27.23%+ 3.98% + 44.64%+ 11.32% + 42.76%+ 21.72% + 27.41%+ 51.19% + 30.54%+ 113.34%
ETM Rank
#2 of 14
Invest
Templeton India Value Fund
#3 of 14
Fund Size
₹1,800 Crs
Return (p.a)
+ 0.65%+ 0.05% + 22.12%+ 3.29% + 44.48%+ 11.28% + 44.39%+ 22.5% + 29.15%+ 54.69% + 29.82%+ 109.76%
ETM Rank
#3 of 14
Invest
JM Value Fund
#7 of 14
Fund Size
₹555 Crs
Return (p.a)
-23.21% -2.0% + 6.78%+ 1.07% + 41.11%+ 10.51% + 52.43%+ 26.34% + 32.97%+ 62.61% + 29.65%+ 108.9%
ETM Rank
#7 of 14
Invest
HSBC Value Fund
#10 of 14
Fund Size
₹11,536 Crs
Return (p.a)
-6.11% -0.48% + 24.88%+ 3.67% + 49.0%+ 12.3% + 52.28%+ 26.27% + 30.81%+ 58.11% + 28.9%+ 105.29%
ETM Rank
#10 of 14
ICICI Prudential Value Discovery Fund
#1 of 14
Fund Size
₹40,653 Crs
Return (p.a)
+ 6.37%+ 0.46% + 26.01%+ 3.76% + 45.13%+ 11.32% + 43.85%+ 22.12% + 28.27%+ 50.03% + 28.73%+ 102.66%
ETM Rank
#1 of 14
Invest
Nippon India Value Fund
#4 of 14
Fund Size
₹7,063 Crs
Return (p.a)
-2.8% -0.21% + 12.35%+ 1.87% + 47.54%+ 11.85% + 52.66%+ 26.3% + 28.97%+ 51.44% + 28.03%+ 99.29%
ETM Rank
#4 of 14
Invest
Aditya Birla Sun Life Pure Value Fund
#12 of 14
Fund Size
₹5,775 Crs
Return (p.a)
-12.32% -1.0% + 12.22%+ 1.88% + 38.75%+ 9.97% + 49.62%+ 25.01% + 28.98%+ 54.36% + 26.82%+ 95.43%
ETM Rank
#12 of 14
Invest
Tata Equity PE Fund
#6 of 14
Fund Size
₹7,256 Crs
Return (p.a)
+ 11.28%+ 0.82% + 20.34%+ 3.05% + 45.56%+ 11.53% + 46.08%+ 23.31% + 27.58%+ 51.53% + 24.96%+ 87.03%
ETM Rank
#6 of 14
Invest
Union Value Fund
#9 of 14
Fund Size
₹222 Crs
Return (p.a)
-1.53% -0.12% + 9.71%+ 1.51% + 34.38%+ 8.94% + 40.67%+ 20.7% + 24.63%+ 45.69% + 24.35%+ 84.31%
ETM Rank
#9 of 14
Invest
HDFC Capital Builder Value Fund
#8 of 14
Fund Size
₹6,717 Crs
Return (p.a)
+ 1.74%+ 0.13% + 17.43%+ 2.64% + 41.6%+ 10.62% + 41.37%+ 21.04% + 23.76%+ 44.0% + 23.44%+ 80.36%
ETM Rank
#8 of 14
Invest
UTI Value Fund
#5 of 14
Fund Size
₹8,557 Crs
Return (p.a)
+ 9.95%+ 0.73% + 14.36%+ 2.2% + 33.01%+ 8.61% + 34.93%+ 17.9% + 20.35%+ 37.49% + 21.69%+ 72.99%
ETM Rank
#5 of 14
Invest
Quantum Long Term Equity Value Fund
#14 of 14
Fund Size
₹1,043 Crs
Return (p.a)
+ 3.74%+ 0.28% + 22.1%+ 3.29% + 41.55%+ 10.61% + 39.28%+ 20.03% + 21.69%+ 40.02% + 21.04%+ 70.32%
ETM Rank
#14 of 14
Invest
Axis Value Fund
Unranked
Fund Size
₹482 Crs
Return (p.a)
+ 3.37%+ 0.25% + 21.6%+ 3.22% + 46.43%+ 11.72% + 47.59%+ 24.04% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Baroda BNP Paribas Value Fund
Unranked
Fund Size
₹1,729 Crs
Return (p.a)
+ 7.26%+ 0.54% + 31.21%+ 4.51% + 54.76%+ 13.56% N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Canara Robeco Value Fund
Unranked
Fund Size
₹1,118 Crs
Return (p.a)
+ 4.84%+ 0.36% + 17.09%+ 2.59% + 40.55%+ 10.38% + 40.47%+ 20.6% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
DSP Value Fund
Unranked
Fund Size
₹796 Crs
Return (p.a)
+ 6.38%+ 0.46% + 23.37%+ 3.4% + 45.0%+ 11.27% + 39.87%+ 20.19% + 21.7%+ 37.19% N.A.N.A.
ETM Rank
Unranked
Invest
Quant Value Fund
Unranked
Fund Size
₹1,255 Crs
Return (p.a)
-5.25% -0.41% + 52.35%+ 7.09% + 101.45%+ 22.85% + 82.16%+ 40.08% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Show all funds
Value Oriented Funds Returns Calculator
See what your investment would have yielded in
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Bandhan Sterling Value Fund
- Bandhan Sterling Value Fund
- Templeton India Value Fund
- JM Value Fund
- HSBC Value Fund
- ICICI Prudential Value Discovery Fund
- Nippon India Value Fund
- Aditya Birla Sun Life Pure Value Fund
- Tata Equity PE Fund
- Union Value Fund
- HDFC Capital Builder Value Fund
- UTI Value Fund
- Quantum Long Term Equity Value Fund
- Axis Value Fund
- Baroda BNP Paribas Value Fund
- Canara Robeco Value Fund
- DSP Value Fund
- Quant Value Fund
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Minimum: ₹1,000
for a period of for
- 1 Month
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Invested Gains
You would have got
Total investment Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
Current value Current value ₹ 9.33 Lakh
This fund has generated an XIRR of 30.54% over the past 5 Years
See scheme details Invest now
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- How to invest in Value Oriented Funds?
- Frequently Asked Questions
How to invest in Value Oriented Funds?
It is quite easy to invest in Value Oriented mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Value Oriented fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Value Oriented Mutual Funds to invest in 2024?
These are top 5 Value Oriented funds you can invest in 2024
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| ICICI Prudential Value Discovery Fund | Equity | # 1 of 14 | 22.45 % p.a. | |
| Bandhan Sterling Value Fund | Equity | # 2 of 14 | 21.76 % p.a. | |
| Templeton India Value Fund | Equity | # 3 of 14 | 20.8 % p.a. | |
| Nippon India Value Fund | Equity | # 4 of 14 | 21.29 % p.a. | |
| UTI Value Fund | Equity | # 5 of 14 | 17.86 % p.a. |
How long should I stay invested in Value Oriented Mutual Funds?
Since Value Oriented Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.
Where do Value Oriented Mutual Funds invest?
Value Funds need to invest at least 65% of their money in stocks and have to follow the value investment strategy when deciding where they invest the money. The value investment strategy is not defined as per regulation, and therefore every fund manager has his own framework of what value investing is. However, most of these funds follow the basic tenets of value investing wherein they look for stocks that may be undervalued compared to their intrinsic value.
Are Value Oriented Mutual Funds high risk?
Value Oriented Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.
What kind of returns can i earn from Value Oriented ?
Value Oriented Funds have on an average delivered 19.49% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 23.95% and 18.56% p.a.
Should i invest in Value Oriented Mutual Funds?
Value Funds can be a good option if you are patient with your investments in these funds. Value investing is all about picking stocks that might be out of favor among investors but are fundamentally strong companies. These stocks might take some time before they come back to what their true worth is. This strategy also has an additional benefit. Since these stocks are already discounted, the risk of them going down further is relatively lesser, and this reduces risk. Value investing is an alternate strategy, and you should have funds with different strategies to ensure diversification.
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