Two Value Mutual Funds, Ranked 1 By CRISIL, Is Good For Investment

It is a good idea to include a value fund in your portfolio, and you should consider investing 10-15% of your portfolio in a value fund. These funds seek to generate capital appreciation from a diversified portfolio of equity and equity-related instruments by following a value investment strategy. Check these two top-ranked Value Fund, ranked by CRISIL. These fund has offered promising returns over the years.

SBI Contra Fund - Direct Plan-Growth

This is a Value Mutual fund from the SBI Mutual Funds. It is an open-ended medium-sized fund of its category. The AUM of this fund is Rs 4209.23 Crore. The NAV of this fund declared on 21st April 2022 is Rs 220.7147. It has an expense ratio of 1.29%, compared to its category average expense ratio, which is high. 

This fund is rated highly risky for investment. Since its launch, it has delivered 15.12% average annual returns. It has given better than its category mutual funds. 

This fund has been rated 5-star and ranked 1 by the CRISIL. For investment in this fund, the minimum investment amount required is Rs 5000, for SIP it is Rs 500. This fund charges 1% on redemption within 365 days. It has no lock-in period. 

The fund has 79.2% investment in equities and 2.37% investment in Debt. The fund has the majority of its money invested in the Financial, Energy, Automobile, Technology, and Services sectors. It has taken less exposure in the Financial, Energy sectors compared to other funds in the category.

IDFC Sterling Value Fund - Direct Plan - Growth

This Value Mutual Fund is an open-ended fund from the IDFC Mutual Fund. It has an AUM of Rs 4514.06 Crore. The NAV of the fund as of 21st April 2022 is Rs 100.19. it has an expense ratio of Rs 0.93%, which is below its category average expense ratio. This is also a medium-sized fund of its category.

This fund is also rated a highly risky fund for investment. CRISIL has rated this fund 5-star and ranked 1. Since its launch, it has delivered 17.68% average annual returns. It has offered good performance among its peer funds over the years. 

The minimum lump-sum amount required for investment in this fund is Rs 5000, whereas, for SIP it is Rs 100. It charges 1% in excess of 10% investment redemption within 365 days. It has no lock-in period. 
 
The fund has 94.81% investment in equities of which 31.68% is in large-cap stocks, 15.39% is in mid-cap stocks, and 32.3% in small-cap stocks. The fund has the majority of its money invested in the Financial, Consumer Staples, Automobile, Services, and Healthcare sectors. It has taken less exposure in the Financial, and Consumer Staples sectors compared to other funds in the category.

 

Disclaimers

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