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Value funds focus on investing in undervalued stocks, which are believed to be priced lower than their true worth. The goal is to benefit from potential stock price appreciation. These funds aim for long-term growth and stability for investors.
Fund Name
|
AUM
|
3Y Returns
|
Ratings
|
|
---|---|---|---|---|
JM Value Fund Equity Value Fund |
₹987.88 Cr. |
26.13% |
0 |
|
JM Value Fund Direct IDCW Reinvestment Equity Value Fund |
₹987.88 Cr. |
26.13% |
0 |
|
JM Value Fund Direct IDCW Reinvestment Equity Value Fund |
₹987.88 Cr. |
26.13% |
0 |
|
HSBC Value Fund Direct IDCW Reinvestment Equity Value Fund |
₹12,600.37 Cr. |
24.22% |
0 |
|
HSBC Value Fund Direct IDCW Reinvestment Equity Value Fund |
₹12,600.37 Cr. |
24.22% |
0 |
|
HSBC Value Fund Equity Value Fund |
₹12,600.37 Cr. |
24.2% |
0 |
|
Axis Value Fund Equity Value Fund |
₹815.71 Cr. |
24.17% |
0 |
|
Axis Value Fund Direct Plan IDCW Reinvestment Equity Value Fund |
₹815.71 Cr. |
24.16% |
0 |
|
Axis Value Fund Direct Plan IDCW Reinvestment Equity Value Fund |
₹815.71 Cr. |
24.16% |
0 |
|
Nippon India Value Fund Equity Value Fund |
₹8,101.08 Cr. |
23.37% |
3 |
Value mutual funds are a type of equity fund built around the value investing strategy. As per SEBI regulations, these funds must invest at least 65% of their total assets in equity and equity-related instruments. The primary aim of value mutual funds is to identify and invest in stocks that are trading at prices lower than their intrinsic value. These stocks, known as value stocks, offer the potential for long-term capital appreciation.
The philosophy of value investing was introduced by Benjamin Graham in his renowned book, The Intelligent Investor. The idea is to find high-quality businesses that are temporarily undervalued by the market. The assumption is that the market will eventually recognize the true worth of these companies, leading to a significant price correction in the investor’s favor.
Value mutual funds function by employing in-depth research to identify fundamentally strong companies whose stocks are currently undervalued. Fund managers look into a company's balance sheet, revenue model, competitive positioning, and long-term earnings potential before making investment decisions. Once such stocks are identified, the fund invests with a long-term horizon, waiting for the market to correct the undervaluation over time.
These funds may underperform during bullish market cycles when growth stocks lead the rally, but they often outperform during market corrections or long-term holding periods due to their strong fundamental base.
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