Top 10 Value Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Equity P/E FundEquityHigh-12.3%4star5,175
Tata Equity P/E FundEquityModerately High-12.3%4star5,175
Tata Equity P/E FundEquityModerately High-12.3%4star5,175
Tata Equity P/E FundEquityHigh-13.6%4star5,175
Tata Equity P/E FundEquityModerately High-13.6%4star5,175
Tata Equity P/E FundEquityModerately High-13.6%4star5,175
L&T India Value FundEquityHigh-13.8%4star7,716
L&T India Value FundEquityModerately High-13.8%4star7,716
L&T India Value FundEquityModerately High-14.6%4star7,716
L&T India Value FundEquityHigh-14.6%4star7,716
HDFC Capital Builder Value FundEquityModerately High-14.8%3star4,290
HDFC Capital Builder Value FundEquityModerately High-14.8%3star4,290
JM Value FundEquityHigh-12.4%3star115
JM Value FundEquityModerately High-12.4%3star115
HDFC Capital Builder Value FundEquityModerately High-15.8%3star4,290
View All Top 10 Value Mutual Funds

Best Value Mutual Funds

Of all the Mutual Funds available in India, the growth of Value MFs has been the most consistent in the last 5 years. This is because all the best value funds available in India are essentially open-ended equity schemes. A recent SEBI reclassification drive has announced that from now on, such funds will also be known as Contra Funds.

These funds are used primarily to fund those segments of the economy which are not covered by the Large Cap Funds. Small Cap Funds have their own set of limitations too. But Value MFs are different- they create wealth not only for the retail or institutional investors but also provide liquidity to often-overlooked segments.

The best Value Mutual Funds in India are those which provide assured returns at regular intervals to those who pour in their funds in these schemes. Fortunately, the market risks for these investments are lower than many comparable MFs. Besides, an increasing number of these schemes are looking for investment opportunities in under-developed segments which have the scope of fast and speedy growth in short terms.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 8.08% annualized returns in the last 3 years. In the last 1 year, it gave -12.35% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.35% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM5,175Cr
1Y Returns-12.3%

Tata Equity PE Fund Dividend Trigger Option B Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 8.08% annualized returns in the last 3 years. In the last 1 year, it gave -12.35% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.35% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM5,175Cr
1Y Returns-12.3%

Tata Equity PE Fund Dividend Trigger Option A Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 8.08% annualized returns in the last 3 years. In the last 1 year, it gave -12.35% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.35% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM5,175Cr
1Y Returns-12.3%

Tata Equity PE Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 6.9% annualized returns in the last 3 years. In the last 1 year, it gave -13.61% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.61% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM5,175Cr
1Y Returns-13.6%

Tata Equity PE Fund Dividend Trigger Option A Regular Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 6.9% annualized returns in the last 3 years. In the last 1 year, it gave -13.61% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.61% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM5,175Cr
1Y Returns-13.6%

Tata Equity PE Fund Dividend Trigger Option B Regular Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 6.9% annualized returns in the last 3 years. In the last 1 year, it gave -13.61% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.61% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM5,175Cr
1Y Returns-13.6%

L&T India Value Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 6.04% annualized returns in the last 3 years. In the last 1 year, it gave -13.8% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.8% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM7,716Cr
1Y Returns-13.8%

L&T India Value Fund Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 6.04% annualized returns in the last 3 years. In the last 1 year, it gave -13.8% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.8% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM7,716Cr
1Y Returns-13.8%

L&T India Value Fund Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 5.11% annualized returns in the last 3 years. In the last 1 year, it gave -14.63% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.63% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM7,716Cr
1Y Returns-14.6%

L&T India Value Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 5.11% annualized returns in the last 3 years. In the last 1 year, it gave -14.63% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.63% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM7,716Cr
1Y Returns-14.6%

HDFC Capital Builder Value Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 7.03% annualized returns in the last 3 years. In the last 1 year, it gave -14.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.75% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM4,290Cr
1Y Returns-14.8%

HDFC Capital Builder Value Fund Direct Plan Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 7.03% annualized returns in the last 3 years. In the last 1 year, it gave -14.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.75% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM4,290Cr
1Y Returns-14.8%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 6.04% annualized returns in the last 3 years. In the last 1 year, it gave -12.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM115Cr
1Y Returns-12.4%

JM Value Fund Direct Plan Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 6.04% annualized returns in the last 3 years. In the last 1 year, it gave -12.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM115Cr
1Y Returns-12.4%

HDFC Capital Builder Value Fund Dividend

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 5.79% annualized returns in the last 3 years. In the last 1 year, it gave -15.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -15.75% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment AmtNaN
AUM4,290Cr
1Y Returns-15.8%

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Features of Value Mutual Fund

<p>The primary function of all MFs in the country is to generate wealth for the investors and add growth to the India story. Like other schemes, the best value funds in India are those which have market confidence.</p> <p>The primary purposes of these instruments of investment across a wide gamut of industry spectrums are –</p> <ul> <li>To generate a sustained growth rate in terms of returns. The schemes are also meant to add a fresh boost to the economy which has suffered a slump in demand over the past months.</li> <li>The schemes offer high income potential to those who invest in them. This is especially true for the retail investors who require high performance capabilities in their investment instruments.</li> <li>Besides, there is another fundamental purpose that the <strong>best Value Mutual Funds</strong> have which is to pass on investments to those sectors of the economy which have been hitherto overlooked. The SEBI has also encouraged these types of schemes.</li> <li>Underperforming stocks also get a fillip via these investments.</li> </ul>

Taxability

<p>Note that the entire Mutual Fund segment does not have a single taxation slab. Value funds attract LTCG or Long Term Capital Gains tax on returns of more than Rs. 1 Lakh on non-tax-saving MFs. The LTCG tax exemption threshold is Rs. 1 Lakh only. Anything extra will have to pay a tax at 10%. The tax rate will increase if the schemes expire within 1 year or if the investor decides to pull out before the year ends.</p>

Who Are These Funds Suited For?

<p>The best Value Funds are ideal investment options for the following types of investors:</p> <ul> <li>Those who have a low risk appetite and are not able to commit a significant sum for a longer term.</li> <li>Those who wish to have a steady return without expecting a windfall as these schemes are known to be beneficial in the short term only.</li> <li>All those investors who plan to invest in their country’s underdeveloped industry segments via Mutual Funds.</li> </ul>

Major Advantages

<p>There are several benefits which have been the hallmark of the best value funds for many years now. The primary ones are the following.</p> <ul> <li>Assured returns over a period of time.</li> <li>The opportunity to invest in the Indian economy via Mutual Funds.</li> <li>The chance to avail greater returns than most Mid-Cap MFs.</li> </ul>

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