💎

Value Fund

Value funds look for stocks trading below their intrinsic worth — companies the market has overlooked or temporarily beaten down. The strategy requires patience: value investing can underperform for extended periods before it pays off. Suited for investors with a long horizon who believe in buying good businesses cheap.

22Funds
4.58%Cat Avg. 1Y Return
Category Average Returns
6M
+6.4%
1Y
+4.58%
3Y
+12.9%
5Y
+12.81%
Sharpe0.59
Sortino0.73
Beta0.98
Alpha+4.81
Std Dev14.41

All Value Funds

Sort by
22 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹6,525 Cr+4.58%1.25
ICICI Prudential Value FundVery High₹60,075 Cr-4.3%1.07View →
HSBC Value FundVery High₹15,373 Cr+5.5%0.90View →
Bandhan Value FundVery High₹10,001 Cr+0.4%0.99View →
UTI Value FundVery High₹9,573 Cr-3.0%1.22View →
Nippon India Value FundVery High₹9,043 Cr-0.6%1.27View →
Tata Value FundVery High₹8,656 Cr+3.3%1.08View →
HDFC Value FundVery High₹8,266 Cr+7.9%1.11View →
Aditya Birla Sun Life Value FundVery High₹6,925 Cr+15.3%1.20View →
DSP Value FundVery High₹2,143 Cr+9.0%1.56View →
Quant Value FundVery High₹2,017 Cr+22.1%0.92View →
Templeton India Value FundVery High₹1,922 Cr-3.0%1.12View →
Axis Value FundVery High₹1,873 Cr+10.7%0.98View →
Canara Robeco Value FundVery High₹1,298 Cr+0.6%0.83View →
Sundaram Value FundVery High₹1,284 Cr-5.3%1.76View →
Quantum Value FundVery High₹1,122 Cr-6.9%1.14View →
Mahindra Manulife Value FundVery High₹1,029 Cr+14.0%1.02View →
Baroda BNP Paribas Value FundVery High₹993 Cr+1.0%1.31View →
JM Value FundVery High₹821 Cr+1.1%1.58View →
Union Value FundVery High₹399 Cr+2.6%1.58View →
ITI Value FundVery High₹364 Cr+6.9%1.51View →
LIC MF Value FundVery High₹302 Cr+22.0%1.84View →
Groww Value FundVery High₹74 Cr+1.6%1.45View →

Explore other categories