These 2 Equity Value Fund Has Given Up to 35% Returns In 2 Year

The Indian mutual fund sector is on the verge of a major transformation as we entered 2022. With so many possibilities and a wide range of mutual funds, such value fund investment is getting huge growth. A value fund invests in equities that are thought to be undervalued in terms of price based on fundamental qualities. Growth investment, which focuses on rising firms with great growth possibilities, is sometimes compared with value investing. These two Value equity fund has given more than 35% returns in 2 years. These two value funds' return performance is better than category average.

IDFC Sterling Value Fund - Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹96.04	₹ 4495.38 Cr	0.87%

NAV as on 17 February 2022

IDFC Sterling Value Fund Direct Plan-Growth is a Value-Oriented Equity mutual fund scheme from the house of IDFC Mutual Fund. It is a medium-sized fund of its category. The fund is managed by fund managers Daylynn Gerard Paul Pinto and Anoop Bhaskar. IDFC Sterling Value Fund Direct Plan-Growth has Rs 4,495 Cr AUM as of 31 January 2022. The fund's expense ratio is less than what most other Value-Oriented equity funds charge.
IDFC Sterling Value Fund Direct Plan-Growth scheme return performance in last 1 year is higher than category average returns. The fund has given 335.95% absolute returns since the scheme launch. The minimum SIP amount to invest in this scheme is Rs 100.
 
The majority of the fund's assets are invested in the financial, FMCG, automobile, construction, and technology sectors. In comparison to other funds in the category, it has acquired less exposure in the Financial and FMCG industries.

Annualized Returns

On the investment of Rs 10,000

1 Year	2 Year	3 Year	5 Year	Since Inception
39.11%	35.57%	25.63%	17.76%	17.50%

ICICI Prudential Value Discovery Fund - Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹273.50	₹ 23035.11 Cr	1.09%

NAV as on 17 February 2022

ICICI Prudential Value Discovery Direct-Growth is a Value-Oriented Equity mutual fund scheme from the house of ICICI Prudential Mutual Fund. It is a mid-sized fund in its category. The fund is managed by fund managers Sankaran Naren and Dharmesh Kakkad. ICICI Prudential Value Discovery Direct-Growth has Rs 23,035 Cr AUM as of 31 January 2021. The fund's expense ratio is close to what most other Value-Oriented equity funds charge.
ICICI Prudential Value Discovery Direct-Growth scheme return performance in the last 1 year is better than its category average returns in the same period. The fund has given 367.20% absolute returns since the scheme launch. The minimum SIP amount to invest in this scheme is Rs 100.
 
The majority of the fund's assets are invested in the financial, energy, communication, healthcare, and automobile industries. In comparison to other funds in the category, it has acquired less exposure in the Financial and Energy sectors.

Annualized Returns

On the investment of Rs 10,000

1 Year	2 Year	3 Year	5 Year	Since Inception
30.82%	35.15%	24.37%	15.50%	18.50%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from MoneyControl. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.