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Value Mutual Fund

  • Total Funds 14
  • Average annual returns 24.08%

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  • Total Funds : 14
  • Average annual returns 24.08%

What is Value Mutual Fund?

Value Mutual Funds are Equity mutual schemes that follow a value investment strategy which involves selling stocks less than their true face value by using metrics like P/E (Price-To-Earning) and P/B (Price-to-Book) ratios. The selection process by the fund manager is focused on finding low value stocks as compared to the companies’ worth. They believe these stocks will increase in price over time as the market realizes their true value and also has the potential to grow.

1. Advantages of Investing in Top Value Mutual Funds 2. Risks Involved While Investing in Value Mutual Funds 3. Who Should Invest in Value Mutual Funds? 4. How to Start Investing in Value Mutual Fund with MySIPonline? 5. Points to Consider Before Investing in Value Mutual Funds

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Advantages of Investing in Top Value Mutual Funds 

Here are some key Benefits of Value Mutual Funds:

  1. Significant Growth Potential

    Value funds offer considerable growth potential, with the ability to substantially increase investors' wealth over time. By focusing on undervalued stocks, these funds aim to achieve significant long term capital appreciation.

  2. Portfolio Diversification

    Investing in value funds allows for a well-diversified portfolio by spreading investments across various undervalued stocks in different sectors.

  3. Reduced Downside Risk

    Value mutual funds invest in stocks that are already undervalued, these funds tend to be less affected during market downturns, providing a safer investment avenue in bearish markets.

  4. Flexible Investment Options

    Investors can choose between two primary investment methods in mutual funds: lump sum and systematic investment plans (SIPs):

    • A lumpsum investment involves putting in the entire investment amount at once.
    • On the other hand, SIPs allow investors to contribute smaller, fixed amounts at regular intervals, such as monthly or quarterly.
    • Typically, the minimum investment for a lump sum is around Rs. 1,000, whereas SIPs can start with as little as Rs. 100, though these amounts can vary between different schemes.

Value mutual funds provide investors with the opportunity to diversify their portfolios and take advantage of the SIP Calculator to determine future investment values.

Risks Involved While Investing in Value Mutual Funds

When selecting the Best Value Mutual Funds for 2024, it's important to be aware of the following risks:

  1. Holding Times

    The foundation of value investing is the idea that stock prices will eventually reflect their true worth. this process may take longer than expected. Fund managers might select undervalued stocks, but the recovery could take several years. Conversely, some stocks may see rapid gains in the short term.

  2. Market Risk

    Value funds face economic and business cycle volatility from factors like inflation, interest rates, and global trends. They also risk value traps, where appear cheap stocks to decline due to poor management or high debt.

  3. Inefficiency

    Value stocks may harm your investing portfolio if they do not live up to expectations. Even after careful examination, some stocks may not rise as much as expected.

Despite the risks, value fund investing offers the potential for significant long term gains.

Who Should Invest in Value Mutual Funds?

Value funds are ideal for:

  1. Long-Term Investors

    Fund managers select stocks with the potential for future growth, requiring a long-term investment commitment to realize their true potential. Therefore, investors with a longer investment horizon should consider these funds.

  2. Balanced Portfolios

    Investors with significant exposure to growth stocks can benefit from value funds, which can offer solid returns across different market cycles.

  3. Risk-Tolerant Investors

    Those who understand that the performance of value funds can vary and are willing to accept potential risks and may find value funds a suitable investment.

Value funds appeal to risk-takers as well as long-term investors seeking growth and well balanced portfolios.

How to Start Investing in Value Mutual Fund with MySIPonline?

Using MySIPonline to invest in mutual funds is simple and easy to use:

    • Check out mutual fund schemes that fit your financial objectives by visiting mysiponline.com.
    • Complete your profile, choose the desired funds, and sign up for free.
    • To continue, finish the KYC procedure.
    • Modify your investment basket to your level of risk tolerance.
    • Make your investment and wait for a confirmation.
    • Keep track of your investments regularly with mysiponline.com.

Investments made through a SIP plan are easy to use which streamlines your portfolio and boosts the overall returns.

Points to Consider Before Investing in Value Mutual Funds

Before investing Top value mutual funds, think about these factors: 

  1. Past Performance:

    Assess the fund's 5 to 7-year performance to discover how well the manager navigated market cycles with a value investing approach.

  2. Long-Term Focus:

    Value funds suit investors with a long-term horizon, potentially offering substantial returns over time.

  3. Expense Ratio:

    Watch the fund's expense ratio, which covers management fees; high portfolio turnover can increase costs.

  4. Market Risks:

    Recognize that all mutual funds, including value funds, face market risks; assess how the manager adjusts asset allocation to seize market opportunities.

These considerations are important for making informed decisions when selecting value mutual funds

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Frequently Asked Questions

Who should invest in Value Mutual Funds?

Value funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.

What is the minimum investment required for investing in Value funds?

The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.

What is the investment philosophy followed by Value companies?

The fund manager of Value fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.

Why to invest in Value funds?

Value funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.

How risky are Value funds?

Value funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Value funds.

Are Value Funds for long term investment?

Yes, Value funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Value mutual funds.

What is the benchmark of Value Fund?

Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Value funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.

What are the taxes applied on Value Mutual Funds?

Value funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.

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