3 Value Mutual Funds With Crisil Ratings, Returns, Expense Ratio & More

At the outset we would like to point out the article just highlights returns, ratings and other details. It is not a recommendation from our end and investors should do their own research and if need be, seek professional help.

Value Mutual Funds are equity schemes that invest in undervalued companies with good growth potential. There are three mutual funds under direct growth plan with a proven track record. These funds are suitable for investors who are looking for long-term growth and are willing to take on some risk.

It is important to note that past performance is not a guarantee of future results. Investors should carefully consider the risks and rewards before investing in any equity mutual fund.

Here are some of the risks to consider before investing in value mutual funds:

Value stocks can be more volatile than growth stocks: Value stocks are often trading below their intrinsic value, which means that they can be more volatile than growth stocks. This means that their prices can go up and down more sharply in the short term.

Value stocks can be illiquid: Value stocks are often less liquid than growth stocks. This means that it can be more difficult to buy or sell them without affecting the price.

Value investing is a long-term strategy: Value investing is a long-term strategy. This means that investors should be prepared to hold their investments for at least 5 years.

Investors should carefully consider these risks before investing in value mutual funds.
Given below are three schemes that have performed well.

1. ICICI Prudential Value Discovery Fund - Direct plan

Fund Size (AUM): Rs 29,319 crores
3-year returns: 31.10%
5-year returns: 15.71%
Expense ratio: 1.21%
Minimum SIP Investment: Rs 100
Crisil Ranking: 4-star rating or Rank 2

2. Templeton India Value Fund - Direct plan

Fund Size (AUM): Rs 1,050 crores
3-year returns: 37.45%
5-year returns: 13.72%
Expense ratio: 0.92%
Minimum SIP Investment: Rs 500
Crisil Ranking: 4-star rating or Rank 2

3. JM Value Fund - Direct plan

Fund Size (AUM): Rs 177 crores
3-year returns: 25.2%
5-year returns: 20.4%
Expense ratio: 1.8%
Minimum SIP Investment: Rs 100
Crisil Ranking: 3-star rating or Rank 3

Disclaimer

Mutual fund investments are subject to market risk. The above-mentioned information is purely informational and doesn't guarantee any return. Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.