A value fund is an investment vehicle that follows a value investment strategy and attempts to invest in equities that are cheap based on fundamental price characteristics. Growth investment, which focuses on high-growth possibilities for rising enterprises, is sometimes contrasted with value investment.
Value funds are commonly utilized as a part of long-term investment portfolios that can grow steadily over time. As a result, investing in value funds is frequently associated with diligence and patience.
Warren Buffett and Benjamin Graham, two well-known value investors, created tactics that are generally associated with value funds and investing. Value fund stocks are chosen by worth managers based on the basic qualities of a stock's intrinsic value.
IDFC Sterling Value Fund
The IDFC Sterling Value Fund Direct Plan-Growth manages assets of 3,990 crores (AUM).
The 1-year growth returns for the IDFC Sterling Value Fund Direct Plan are 86.56 percent. It has returned an average of 17.80 percent per year since its inception. The fund is ranked number 1 by the CRISIL rating agency.
The Scheme uses a value investment strategy to achieve capital appreciation via a diversified portfolio of equities and equity-related assets.
The fund is invested in Indian stocks to the tune of 96.53 percent, with 23.64 percent in large cap stocks, 19.43 percent in mid cap stocks, and 44.62 percent in small cap stocks.
Investors with a strong understanding of macro trends who seek to make selected bets for higher returns than other Equity funds. At the same time, even when the broader market is performing better, these investors should be prepared for moderate to large losses in their investments.
Nippon India Value Fund
The Nippon India Value Fund-Growth manages assets of 4,200 crores (AUM).It has had an average yearly return of 16.57 percent since its inception.
The scheme invests actively in equity/equity-related assets, primarily in value companies, in order to gain a capital appreciation and/or provide consistent returns. The NAV of Nippon India Value Fund for Sep 15, 2021, is 121.46. The fund has a 4 Star rating by Value Research rating agency.
Value funds are commonly utilized as a part of long-term investment portfolios that can grow steadily over time. As a result, investing in a value fund is frequently associated with diligence and patience.
The fund is invested in Indian stocks to the tune of 97.48 percent, with 50.16 percent in large-cap stocks, 19.03 percent in mid-level stocks, and 10.66 percent in small cap stocks.
ICICI Prudential Value Discovery Fund
The ICICI Prudential Value Discovery Fund-Growth manages assets of Rs 21,778 crores (AUM).
ICICI Prudential Value Discovery Fund had a 1-year growth rate of 59.52 percent.
It has returned an average of 20.37 percent per year since its inception. The fund invests 90.37 percent of its assets in Indian equities, with 75.22 percent in large-cap stocks, 8.92 percent in mid-level stocks, and 5% in small-cap stocks. The fund also invests 2.36 percent of its assets in debt, with 2.37 percent in government securities. The fund has a 4 Star rating by Value Research rating agency.
By investing largely in a well-diversified portfolio of value equities, the program aims to achieve returns through a combination of dividend income and capital appreciation. ICICI Prudential Value Discovery Fund's NAV on September 15, 2021, is 238.01. CRISIL has ranked Number 2 for the fund.
Templeton India Value Fund
The Templeton India Value Fund-Growth manages assets worth 576 crores (AUM). By employing a value investment approach, the program aims to provide long-term financial appreciation to its Unitholders.
It has had an average yearly return of 16.31% since its inception. Templeton India Value Fund's NAV on September 15, 2021, is 388.69.
The concept underlying value investing is that the market has some inherent inefficiencies that allow companies to sell at prices below their true value for a variety of reasons. In these markets, value fund managers are able to spot inefficiencies. The fund is ranked No. 2 by CRISIL.
UTI Value Opportunities Fund
UTI Value Opportunities Fund Direct-Growth manages assets of Rs. 6,545 crores (AUM).
It has returned an average of 14.67 percent per year since its inception. The goal of the strategy is to achieve long-term capital appreciation by investing primarily in equities and equity-related instruments of companies with a range of market capitalizations. The NAV of UTI Value Opportunities Fund for Sep 17, 2021, is 107.01. The fund has a 4-star rating from the Value Research rating agency.
Mutual fund investments are exposed to market risks; thoroughly read all scheme-related materials. The NAVs of the schemes may rise or fall in response to variables and pressures impacting the securities market, such as interest rate variations. The recommendations and reviews do not guarantee fund performance and should not be interpreted as a judgment of the creditworthiness of a fund or its underlying securities.