Top Value Mutual Fund Schemes: Investors are different, and one type of investor is the value investor. Value investors invest in undervalued stocks and choose Value Mutual Fund Schemes that align with their investment philosophy. This type of investor is always looking for value investing opportunities.
Value mutual fund scheme managers invest in stocks that they believe are undervalued. They think that undervalued stocks are facing temporary problems, and when favorable conditions arise, the undervalued stocks will yield higher returns compared to their peers.
In this article, we will provide the top-value mutual fund schemes that have delivered higher returns in this category over different time frames. This allows you to see the variation in returns both in the short term and long term.
Top Value mutual fund Schemes by returns in the last 1 year
| Sr No | Top Value Mutual Fund Schemes | Returns (%) |
| 1 | Quant Value Fund Direct Plan Growth | 81.65% |
| 2 | JM Value Fund (Direct) Growth | 65.40% |
| 3 | Nippon India Value Fund Direct Plan Growth | 60.42% |
| 4 | Aditya Birla Sun Life Pure Value Fund Direct Plan Growth | 57.49% |
| 5 | ITI Value Fund Direct Plan Growth | 56.81% |
| 6 | HSBC Value Fund Direct Plan Growth | 55.44% |
| 7 | Axis Value Fund Direct Plan Growth | 52.33% |
| 8 | Tata Equity PE Fund Direct Plan Growth | 50.93% |
| 9 | Templeton India Value Fund Direct Growth | 46.29% |
| 10 | Union Value Fund Direct Plan Growth | 45.51% |
Top Value mutual fund Schemes by returns in the last 2 years
| Sr No | Top Value Mutual Fund Schemes | Returns (%) |
| 1 | JM Value Fund (Direct) Growth | 35.73% |
| 2 | Templeton India Value Fund Direct Growth | 27.29% |
| 3 | JM Value Fund Growth | 34.66% |
| 4 | HSBC Value Fund Direct Plan Growth | 29.25% |
| 5 | Templeton India Value Fund Growth | 25.81% |
| 6 | Nippon India Value Fund Direct Plan Growth | 27.89% |
| 7 | Bandhan Sterling Value Fund Direct Plan Growth | 23.06% |
| 8 | ICICI Prudential Value Discovery Fund Direct Plan Growth | 24.47% |
| 9 | HSBC Value Fund Growth | 28.01% |
| 10 | Nippon India Value Fund Growth | 26.98% |
Top Value mutual fund Schemes by returns in the last 3 years
| Sr No | Top Value Mutual Fund Schemes | Returns (%) |
| 1 | JM Value Fund (Direct) Growth | 31.32% |
| 2 | Templeton India Value Fund Direct Growth | 30.51% |
| 3 | JM Value Fund Growth | 30.35% |
| 4 | HSBC Value Fund Direct Plan Growth | 29.17% |
| 5 | Templeton India Value Fund Growth | 29.12% |
| 6 | Nippon India Value Fund Direct Plan Growth | 28.77% |
| 7 | Bandhan Sterling Value Fund Direct Plan Growth | 28.41% |
| 8 | ICICI Prudential Value Discovery Fund Direct Plan Growth | 28.18% |
| 9 | HSBC Value Fund Growth | 27.93% |
| 10 | Nippon India Value Fund Growth | 27.88% |
Top Value mutual fund Schemes by returns in the last 5 years
| Sr No | Top Value Mutual Fund Schemes | Returns (%) |
| 1 | JM Value Fund (Direct) Growth | 23.64% |
| 2 | JM Value Fund Growth | 22.77% |
| 3 | ICICI Prudential Value Discovery Fund Direct Plan Growth | 22.77% |
| 4 | Nippon India Value Fund Direct Plan Growth | 22.56% |
| 5 | HSBC Value Fund Direct Plan Growth | 22.49% |
| 6 | Bandhan Sterling Value Fund Direct Plan Growth | 22.47% |
| 7 | ICICI Prudential Value Discovery Fund Growth | 22.10% |
| 8 | Nippon India Value Fund Growth | 21.73% |
| 9 | Templeton India Value Fund Direct Growth | 21.54% |
| 10 | HSBC Value Fund Growth | 21.31% |
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Top Value mutual fund Schemes by returns in the last 10 years
| Sr No | Top Value Mutual Fund Schemes | Returns (%) |
| 1 | HSBC Value Fund Direct Plan Growth | 21.60% |
| 2 | JM Value Fund (Direct) Growth | 20.91% |
| 3 | HSBC Value Fund Growth | 20.51% |
| 4 | Bandhan Sterling Value Fund Direct Plan Growth | 20.14% |
| 5 | JM Value Fund Growth | 19.79% |
| 6 | Nippon India Value Fund Direct Plan Growth | 19.60% |
| 7 | Tata Equity PE Fund Direct Plan Growth | 19.57% |
| 8 | ICICI Prudential Value Discovery Fund Direct Plan Growth | 19.57% |
| 9 | Bandhan Sterling Value Fund Regular Plan Growth | 18.92% |
| 10 | Nippon India Value Fund Growth | 18.74% |
Conclusion
Value mutual fund schemes are suitable for investors who have the insight to take selective bets for better returns compared to other equity mutual funds. As a value investor, one should be mentally prepared for moderate to high losses in their investment capital.
Disclaimer
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Also Read: Top Multi Cap Mutual Fund Schemes that delivered huge returns in the past