Top Performed Value Fund in 10 years

The table below shows a list of Top Performed Value Funds in 10 Years based on AUM, NAV & Minimum SIP.

What Is The Value Fund?

A value fund is a type of mutual fund or exchange-traded fund (ETF) that invests in stocks undervalued relative to their intrinsic worth. These funds focus on companies with low price-to-earnings ratios, strong fundamentals, and stable earnings. The aim is to purchase these stocks at a discount, anticipating their market value will rise over time.

Best Performed Value Fund in 10 years

The table below shows the Best Top Performed Value Fund in 10 Years based on Expense Ratio and Minimum SIP.

List Of Top Performed Value Fund in 10 years

The table below shows the Top Performed Value Fund in 10 Years based on CAGR 3Y and Minimum SIP.

Top Performed Value Fund in 10 years

The table below shows the Top Performed Value Fund in 10 Years based on AMC and Exit Load.

Who Should Invest In Top Performed Value Fund in 10 years?

Investors who should consider investing in a top-performing value fund over the past 10 years include those seeking long-term capital appreciation through undervalued stocks, individuals with a lower risk tolerance who prefer stability, and those looking for a disciplined investment approach focusing on fundamentals rather than market trends. It’s ideal for those aiming for steady growth and value-oriented investments.

How To Invest In Top Performed Value Fund in 10 years?

To invest in a top-performing value fund over the past 10 years, start by researching and selecting funds with a strong track record of returns and solid management. Open an investment account with a brokerage or financial institution, then allocate funds to the chosen value fund. Regularly review performance and adjust investments as needed based on financial goals and market conditions.

Performance Metrics Of Best Performed Value Fund in 10 years?

Performance metrics of the best-performing value funds over 10 years highlight long-term growth, capital preservation, and investments in undervalued stocks. These funds excel in delivering steady returns by focusing on stocks with strong fundamentals.

• Long-Term Growth: Value funds emphasize long-term growth by investing in undervalued stocks with strong fundamentals, leading to substantial returns over time as the market recognizes their true value.

• Capital Preservation: These funds prioritize capital preservation, focusing on stable, low-risk investments, which helps protect investor capital during market downturns.

• Undervalued Stock Selection: The fund’s performance is driven by strategic investments in undervalued companies, offering significant upside potential as these stocks reach their intrinsic value.

• Steady Returns: Value funds deliver steady returns by maintaining a disciplined investment approach, focusing on stocks that provide consistent dividends and long-term appreciation.

Benefits Of Investing In Top Performed Value Fund in 10 years?

The main benefits of investing in a top-performing value fund over the past 10 years include the potential for high returns, stability, lower risk, and cost-efficiency, which can enhance long-term investment growth and minimize volatility.

1. Potential for High Returns: Value funds focus on undervalued stocks with growth potential, offering the chance for substantial capital appreciation as these stocks align with their intrinsic value over time.

2. Stability: Investing in value funds typically provides more stability compared to growth funds, as they concentrate on fundamentally sound companies, which can be less susceptible to market fluctuations.

3. Lower Risk: Value funds often have lower volatility because they invest in established companies with strong fundamentals, reducing the overall investment risk compared to more speculative investments.

4. Cost-Efficiency: Value funds generally have lower management fees and expenses, as they focus on long-term investment strategies rather than frequent trading, which can enhance overall cost-efficiency.

Challenges Of Investing In The Best Performed Value Fund in 10 years?

The main challenges of investing in a top-performing value fund over the past 10 years include market fluctuations, long investment horizon, potential for underperformance, and higher research requirements, which can impact returns and require careful management.

1. Market Fluctuations: Value funds can be affected by market volatility, as undervalued stocks may not immediately reflect their intrinsic value, leading to periods of poor performance amid broader market movements.

2. Long Investment Horizon: Value investing typically requires a longer time to realize returns, as the market may take time to recognize and correct undervaluations, necessitating patience from investors.

3. Potential for Underperformance: Even top-performing value funds can experience periods of underperformance compared to growth funds, especially if market conditions favor growth stocks over value stocks.

4. Higher Research Requirements: Identifying and analyzing undervalued stocks requires thorough research and expertise, which can be time-consuming and demanding, making it challenging for average investors to effectively manage their investments.

Introduction to Top Performed Value Fund in 10 years

ICICI Pru Value Discovery Fund

ICICI Prudential Value Discovery Direct-Growth is a Value Oriented mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

ICICI Prudential Value Discovery Direct-Growth as a Value fund, manages assets valued at ₹42,669.05 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 27.82%. This fund has an exit load of 1% and an expense ratio of 1.01%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  86.15%, Debt – 1.2%, and Other – 12.65%.

HSBC Value Fund

HSBC Value Fund Direct-Growth is a Value Oriented mutual fund scheme from HSBC Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

HSBC Value Fund Direct-Growth as a Value fund, manages assets valued at ₹12,373.16 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.09%. This fund has an exit load of 1% and an expense ratio of 0.75%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  98.82%, and Other – 1.18%.

UTI Value Fund

UTI Value Fund Direct-Growth is a Value Oriented mutual fund scheme from UTI Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

UTI Value Fund Direct-Growth as a Value fund, manages assets valued at ₹9,125.24 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 24.67%. This fund has an exit load of 1% and an expense ratio of 1.09%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.7%, Debt – 0.21%, and Other – 2.08%.

Bandhan Sterling Value Fund

Bandhan Sterling Value Fund Direct Plan-Growth is a Value Oriented mutual fund scheme from Bandhan Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Bandhan Sterling Value Fund Direct Plan-Growth as a Value fund, manages assets valued at ₹9,019.36 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 29.18%. This fund has an exit load of 1% and an expense ratio of 0.68%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  96.1%, Debt – 0.03%, and Other – 3.87%.

Tata Equity P/E Fund

Tata Equity PE Fund – Regular Plan – Growth targets long-term capital appreciation by investing in equity stocks based on price-to-earnings ratios. The fund was launched on June 29, 2004.

Tata Equity PE Fund – Regular Plan – Growth as a Value fund, manages assets valued at ₹8,483.97 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.42%. This fund has an exit load of 1% and an expense ratio of 0.8%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.33%, and Other – 2.67%.

Nippon India Value Fund

Nippon India Value Fund Direct-Growth is a Value Oriented mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

Nippon India Value Fund Direct-Growth as a Value fund, manages assets valued at ₹8,187.57 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 27.63%. This fund has an exit load of 1% and an expense ratio of 1.16%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  98.22%, and Other – 1.78%.

HDFC Capital Builder Value Fund

HDFC Capital Builder Value Fund Direct Plan-Growth is a Value Oriented mutual fund scheme from Hdfc Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

HDFC Capital Builder Value Fund Direct Plan-Growth as a Value fund, manages assets valued at ₹7,313.09 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 23.58%. This fund has an exit load of 1% and an expense ratio of 0.98%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  99.45%, and Other – 0.55%.

Aditya Birla SL Pure Value Fund

Aditya Birla Sun Life Pure Value Fund – Regular Plan – Growth focuses on long-term capital appreciation by investing in value stocks. It aims for superior returns through disciplined investment strategies, launched on March 27, 2008.

Aditya Birla Sun Life Pure Value Fund – Regular Plan – Growth as a Value fund, manages assets valued at ₹5,775.03 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 24.87%. This fund has an exit load of 1% and an expense ratio of 0.99%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.69%, and Other – 2.31%.

Best Top Performed Value Fund in 10 years –  FAQs

Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.