Amid market volatility, should you invest in value mutual funds? An explainer
1 month ago

Amid market volatility, should you invest in value mutual funds? An explainer

Live Mint  

The market has been volatile for quite some time now and benchmark index Nifty50 is down 16 percent from its peak in September 2025. This brings to the need to invest in value mutual funds which are seen to hold a lot of potential in future. Two types of value funds Value mutual funds refer to the type of mutual fund which invest in stocks that are undervalued by the market. Current market condition favourable Preeti Zende, founder of Apna Dhan Financial Services believes that the current market situation is best suited to invest in value funds. “Fund managers of such fund value mutual funds try to find such stocks that are available at very attractive prices and going forward with their good growth the stock price increases which results in a good increase in the fund's NAV.

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History of this topic

How many mutual funds should your portfolio really have? Find out
1 week, 5 days ago

How many mutual funds should your portfolio really have? Find out

Live Mint  

As of 28 February 2025, India’s mutual fund industry’s assets under management stood at ₹64.53 trillion according to data provided by Association of mutual funds in India. Nearly all mutual funds are putting 50 to 60 stocks in most of their equity mutual fund schemes, and thus you are left with double the holdings without reducing the risk at all. …

As markets stay volatile, investors can explore these mutual fund categories. Check list here
1 week, 6 days ago

As markets stay volatile, investors can explore these mutual fund categories. Check list here

Live Mint  

Financial markets have been quite volatile lately. The latest AMFI data revealed that inflows into equity mutual funds in February declined to ₹29, 303 crore against ₹39,687 crore in January, indicating a noticeable fall of 26 percent. "When market is volatile, retail investors should consider investing in balanced advantage funds, multi asset funds and large cap funds. Investment in these …

Best Mutual Funds: These 6 value funds gave over 12% annualised returns in the past 10 years. Do you own any?
1 month, 2 weeks ago

Best Mutual Funds: These 6 value funds gave over 12% annualised returns in the past 10 years. Do you own any?

Live Mint  

Before investing in a mutual fund scheme, it is important to see -- among other factors –the past returns delivered by a scheme vis-à-vis others schemes which fall in the same category. Here, we list out some value mutual fund which have delivered over 12 percent compound annual growth rate return in the past 10 years. Value funds typically identify …

Strong investor interest drives value mutual fund inflows to ₹22,757 cr in 2024
1 month, 4 weeks ago

Strong investor interest drives value mutual fund inflows to ₹22,757 cr in 2024

Live Mint  

New Delhi, Jan 30 Value mutual funds have witnessed robust investor interest, garnering ₹22,757 crore in inflows in 2024, nearly double the amount seen in 2023, fueled by impressive returns generated by the segment. On average, value mutual funds delivered returns of over 21 per cent in 2024, with a nearly 20 per cent return over the past three years, …

These 6 mutual funds delivered over 15% annual returns over last 10 years
2 months, 3 weeks ago

These 6 mutual funds delivered over 15% annual returns over last 10 years

Hindustan Times  

A value mutual fund is a scheme that invests at least 65% of the invested amount in stocks that are undervalued but expected to perform well over time. Value funds 10-year-returns AUM JM Value Fund 17.52 1,071.88 HSBC Value Fund 16.83 13,462.85 Nippon India Value Fund 16.00 8,496.36 ICICI Prudential Value Discovery Fund 15.26 48,439.21 Bandhan Sterling Value Fund 15.22 …

Unlocking value: These 6 mutual funds offered over 15% annual returns in last 10 years; should you invest?
2 months, 3 weeks ago

Unlocking value: These 6 mutual funds offered over 15% annual returns in last 10 years; should you invest?

Live Mint  

Prior to investing in a mutual fund, investors are advised to evaluate the performance of different schemes in the same category to gauge their historical performance. These funds gave record performance in 10 years Value funds 10-year-returns AUM Bandhan Sterling Value Fund 15.12 9,843.17 HSBC Value Fund 16.80 13,391.19 ICICI Prudential Value Discovery Fund 15.17 48,439.21 JM Value Fund 17.40 …

Best Year-End Picks: These value mutual funds gave over 25% return in the past year. Do you own any?
3 months, 1 week ago

Best Year-End Picks: These value mutual funds gave over 25% return in the past year. Do you own any?

Live Mint  

Prior to investing in a mutual fund scheme, investors are encouraged to compare the returns they earn with those of other schemes. Here we share the past one-year returns given by value mutual funds. Value mutual funds refer to the schemes which invest in value investment strategies with at least 65 percent in stocks. Value Funds 1-year-return AUM Axis Value …

Best Mutual Funds: With benchmark indices on a downhill, these value funds can be your pick this November
4 months, 1 week ago

Best Mutual Funds: With benchmark indices on a downhill, these value funds can be your pick this November

Live Mint  

While the benchmark indices have declined by over 10 percent in the past one month on account of massive FII outflow to the tune of ₹94,000 crore, investors are getting profoundly jittery over the value of their portfolio, and rightly so. Here, we list out the top performing value funds which have delivered 18 percent CAGR in the past 3 …

Mutual Funds: 5 best value-oriented funds gave over 27% return in past five years
8 months, 3 weeks ago

Mutual Funds: 5 best value-oriented funds gave over 27% return in past five years

Live Mint  

If you admire renowned investors who often discuss the distinction between value and price, the concept of investing in value funds might already be familiar to you. Value mutual funds known for their inherent value Value funds typically focus on companies operating in mature industries or experiencing periods of sluggish growth. Some of the best value funds that have indeed …

Mutual funds invest more than Rs 2,400 crore in equities in May
1 year, 9 months ago

Mutual funds invest more than Rs 2,400 crore in equities in May

India TV News  

New Delhi: After withdrawing capital from equities in April, mutual funds put in over Rs 2,400 crore in stocks last month, primarily due to robust GDP growth, controlled inflation levels, and balanced liquidity in the economy. "Stable GDP growth, low inflation, investor-friendly policies, and global market sentiments towards emerging economies play a significant role in attracting investments from both mutual …

Adding value funds can enhance your portfolio
3 years, 7 months ago

Adding value funds can enhance your portfolio

Live Mint  

I am investing in the following funds and have considered flexi-cap and large- and mid-cap funds as my core portfolio. Mirae Asset Emerging Fund - ₹2,500 Axis Growth Opportunity Fund - ₹4,000 Parag Parekh Flexi Fund - ₹5,000 Edelweiss Recently IPO - ₹3,000 HDFC Small Cap - ₹1,500 Canara Robeco Focused Fund - ₹4,000 Axis Banking & PSU and Edelweiss …

Investing in mutual funds? These types of schemes will give you maximum returns
7 years, 3 months ago

Investing in mutual funds? These types of schemes will give you maximum returns

Firstpost  

Financial planning is the art of formulating a plan with best sorted financial methods listed and suggested to club-in the finances required to fund the desired goals in the best possible way. Whether planning for any short, medium or long term financial goal, the most secured and benefitting option available in the market for any of these is mutual funds. …

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