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Value equity funds follow the investing principles popularized by legends like Warren Buffet. These funds look for stocks that are currently trading on discount due to some reason but have long term potential.
#2 of 12
Fund Size
₹6,543 Crs
Return (p.a)
+ 25.88% + 89.42% + 18.69% + 167.29% + 13.29% + 13.29% + 27.14% + 47.79% + 7.82% + 7.82% + 21.03% + 22.63% + 16.07% + 16.07% + 2.84% + 2.84%
ETM Rank
#2 of 12#6 of 12
Fund Size
₹1,229 Crs
Return (p.a)
+ 24.52% + 83.35% + 16.95% + 143.31% + 12.53% + 12.53% + 26.77% + 47.06% + 7.88% + 7.88% + 22.71% + 24.52% + 15.10% + 15.10% + 3.87% + 3.87%
ETM Rank
#6 of 12Fund Size
₹32,659 Crs
Return (p.a)
+ 24.00% + 80.98% + 17.97% + 156.98% + 12.12% + 12.12% + 24.81% + 43.10% + 8.54% + 8.54% + 22.01% + 23.67% + 15.50% + 15.50% + 4.43% + 4.43%
ETM Rank
#1 of 12#8 of 12
Fund Size
₹205 Crs
Return (p.a)
+ 23.15% + 77.40% + 18.25% + 161.00% + 16.57% + 16.57% + 25.78% + 45.09% + 11.12% + 11.12% + 26.13% + 28.37% + 21.66% + 21.66% + 5.01% + 5.01%
ETM Rank
#8 of 12#9 of 12
Fund Size
₹9,077 Crs
Return (p.a)
+ 21.89% + 72.09% + 17.77% + 154.35% + 12.98% + 12.98% + 22.94% + 39.57% + 8.61% + 8.61% + 21.09% + 22.70% + 16.59% + 16.59% + 3.94% + 3.94%
ETM Rank
#9 of 12#3 of 12
Fund Size
₹5,563 Crs
Return (p.a)
+ 21.23% + 69.37% + 16.75% + 140.78% + 14.03% + 14.03% + 21.24% + 36.33% + 8.49% + 8.49% + 18.37% + 19.68% + 15.02% + 15.02% + 2.82% + 2.82%
ETM Rank
#3 of 12Fund Size
₹4,572 Crs
Return (p.a)
+ 19.32% + 61.73% + 14.59% + 114.36% + 15.64% + 15.64% + 21.50% + 36.83% + 9.76% + 9.76% + 20.87% + 22.45% + 18.02% + 18.02% + 4.47% + 4.47%
ETM Rank
#12 of 12#5 of 12
Fund Size
₹6,019 Crs
Return (p.a)
+ 18.95% + 60.25% + 16.42% + 136.48% + 12.24% + 12.24% + 20.16% + 34.31% + 6.72% + 6.72% + 19.67% + 21.12% + 14.86% + 14.86% + 1.66% + 1.66%
ETM Rank
#5 of 12#4 of 12
Fund Size
₹7,554 Crs
Return (p.a)
+ 18.09% + 56.93% + 14.28% + 110.83% + 10.25% + 10.25% + 16.48% + 27.53% + 6.99% + 6.99% + 13.92% + 14.80% + 10.71% + 10.71% + 3.17% + 3.17%
ETM Rank
#4 of 12#7 of 12
Fund Size
₹5,782 Crs
Return (p.a)
+ 17.61% + 55.13% + 14.74% + 116.17% + 9.90% + 9.90% + 17.72% + 29.79% + 5.90% + 5.90% + 14.62% + 15.56% + 11.04% + 11.04% + 1.79% + 1.79%
ETM Rank
#7 of 12#11 of 12
Fund Size
₹931 Crs
Return (p.a)
+ 15.73% + 48.14% + 12.49% + 91.60% + 10.44% + 10.44% + 16.13% + 26.90% + 6.92% + 6.92% + 14.80% + 15.76% + 11.66% + 11.66% + 2.62% + 2.62%
ETM Rank
#11 of 12Unranked
Fund Size
₹309 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 13.95% + 13.95% N.A. N.A. + 7.96% + 7.96% N.A. N.A. + 16.73% + 16.73% + 2.12% + 2.12%
ETM Rank
UnrankedUnranked
Fund Size
₹1,603 Crs
Return (p.a)
N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A. + 1.99% + 1.99%
ETM Rank
UnrankedUnranked
Fund Size
₹914 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 10.88% + 10.88% N.A. N.A. + 5.94% + 5.94% N.A. N.A. + 13.77% + 13.77% + 1.20% + 1.20%
ETM Rank
UnrankedUnranked
Fund Size
₹664 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 10.47% + 10.47% N.A. N.A. + 6.91% + 6.91% + 15.11% + 16.05% + 13.02% + 13.02% + 3.30% + 3.30%
ETM Rank
UnrankedShow all funds
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It is quite easy to invest in Value Oriented mutual funds on ET Money. Here are the steps that you have to follow.
Which are the best Value Oriented Mutual Funds to invest in 2023?
These are top 5 Value Oriented funds you can invest in 2023
Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
---|---|---|---|---|
Bandhan Sterling Value Fund | Equity | # 1 of 12 | 16.29 % p.a. | |
Templeton India Value Fund | Equity | # 4 of 12 | 15.57 % p.a. | |
ICICI Prudential Value Discovery Fund | Equity | # 3 of 12 | 17.29 % p.a. | |
JM Value Fund | Equity | # 2 of 12 | 16.18 % p.a. | |
HSBC Value Fund | Equity | # 4 of 12 | 15.13 % p.a. |
How long should I stay invested in Value Oriented Mutual Funds?
Since Value Oriented Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.
Where do Value Oriented Mutual Funds invest?
Value Funds need to invest at least 65% of their money in stocks and have to follow the value investment strategy when deciding where they invest the money. The value investment strategy is not defined as per regulation, and therefore every fund manager has his own framework of what value investing is. However, most of these funds follow the basic tenets of value investing wherein they look for stocks that may be undervalued compared to their intrinsic value.
Are Value Oriented Mutual Funds high risk?
Value Oriented Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.
What kind of returns can i earn from Value Oriented ?
Value Oriented Funds have on an average delivered 14.12% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 28.39% and 18.92% p.a.
Should i invest in Value Oriented Mutual Funds?
Value Funds can be a good option if you are patient with your investments in these funds. Value investing is all about picking stocks that might be out of favor among investors but are fundamentally strong companies. These stocks might take some time before they come back to what their true worth is. This strategy also has an additional benefit. Since these stocks are already discounted, the risk of them going down further is relatively lesser, and this reduces risk. Value investing is an alternate strategy, and you should have funds with different strategies to ensure diversification.