The table below shows a list of Top Performed Value Funds in 10 Years based on AUM, NAV & Minimum SIP.
| Name | AUM | NAV | Minimum SIP (rs.) |
| ICICI Pru Value Discovery Fund | 42,669.05 | 500.29 | 5,000.00 |
| HSBC Value Fund | 12,373.16 | 121.54 | 500 |
| UTI Value Fund | 9,125.24 | 181.67 | 500.00 |
| Bandhan Sterling Value Fund | 9,019.36 | 172.18 | 100 |
| Tata Equity P/E Fund | 8,483.97 | 412.05 | 100 |
| Nippon India Value Fund | 8,187.57 | 245.67 | 5,000.00 |
| HDFC Capital Builder Value Fund | 7,313.09 | 813.22 | 5,000.00 |
| Aditya Birla SL Pure Value Fund | 5,775.03 | 146.21 | 100 |
| Templeton India Value Fund | 1,978.03 | 834.63 | 500 |
| Quantum Long Term Equity Value Fund | 1,163.55 | 129.52 | 500 |
Content:
- What Is The Value Fund?
- Best Performed Value Fund in 10 years
- List Of Top Performed Value Fund in 10 years
- Top Performed Value Fund in 10 years
- Who Should Invest In Top Performed Value Fund in 10 years?
- How To Invest In Top Performed Value Fund in 10 years?
- Performance Metrics Of Best Performed Value Fund in 10 years?
- Benefits Of Investing In Top Performed Value Fund in 10 years?
- Challenges Of Investing In The Best Performed Value Fund in 10 years?
- Introduction to Top Performed Value Fund in 10 years
- Best Top Performed Value Fund in 10 years – FAQs
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.
| Name | Expense Ratio | Minimum SIP (rs.) |
| Nippon India Value Fund | 1.16 | 5,000.00 |
| Quantum Long Term Equity Value Fund | 1.1 | 500 |
| UTI Value Fund | 1.09 | 500.00 |
| ICICI Pru Value Discovery Fund | 1.01 | 5,000.00 |
| Aditya Birla SL Pure Value Fund | 0.99 | 100 |
| HDFC Capital Builder Value Fund | 0.98 | 5,000.00 |
| JM Value Fund | 0.97 | 250 |
| Templeton India Value Fund | 0.84 | 500 |
| Tata Equity P/E Fund | 0.8 | 100 |
| HSBC Value Fund | 0.75 | 500 |
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.
| Name | CAGR 3Y | Minimum SIP (rs.) |
| JM Value Fund | 32.44 | 250 |
| Templeton India Value Fund | 29.28 | 500 |
| HSBC Value Fund | 28.6 | 500 |
| Tata Equity P/E Fund | 28.43 | 100 |
| ICICI Pru Value Discovery Fund | 28.09 | 5,000.00 |
| Nippon India Value Fund | 26.71 | 5,000.00 |
| Bandhan Sterling Value Fund | 25.24 | 100 |
| Aditya Birla SL Pure Value Fund | 24.35 | 100 |
| HDFC Capital Builder Value Fund | 23.72 | 5,000.00 |
| UTI Value Fund | 22.02 | 500.00 |
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.
| Name | AMC | Exit Load |
| UTI Value Fund | UTI Asset Management Company Private Limited | 1 |
| Tata Equity P/E Fund | Tata Asset Management Private Limited | 1 |
| Quantum Long Term Equity Value Fund | Quantum Asset Management Company Private Limited | 2 |
| Nippon India Value Fund | Nippon Life India Asset Management Limited | 1 |
| JM Value Fund | JM Financial Asset Management Private Limited | 1 |
| ICICI Pru Value Discovery Fund | ICICI Prudential Asset Management Company Limited | 1 |
| HSBC Value Fund | HSBC Global Asset Management (India) Private Limited | 1 |
| HDFC Capital Builder Value Fund | HDFC Asset Management Company Limited | 1 |
| Templeton India Value Fund | Franklin Templeton Asset Management (India) Private Limited | 1 |
| Bandhan Sterling Value Fund | Bandhan AMC Limited | 1 |
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
Best Performed Value Funds in 10 Years # 1: ICICI Pru Value Discovery Fund
Best Performed Value Funds in 10 Years # 2: HSBC Value Fund
Best Performed Value Funds in 10 Years # 3: UTI Value Fund
Best Performed Value Funds in 10 Years # 4: Bandhan Sterling Value Fund
Best Performed Value Funds in 10 Years # 5: Tata Equity P/E Fund
These funds are listed based on the Highest AUM.
The top performing Value Funds in 10 Years based on expense ratio include Nippon India Value Fund, Quantum Long Term Equity Value Fund, UTI Value Fund, ICICI Pru Value Discovery Fund, and Aditya Birla SL Pure Value Fund.
Yes, you can invest in a top-performing value fund over the past 10 years. Ensure it aligns with your financial goals and risk tolerance. Conduct thorough research or consult a financial advisor to evaluate its suitability and potential for future performance.
Investing in a top-performing value fund over the past 10 years can be beneficial if it aligns with your financial goals and risk tolerance. Open a brokerage account to facilitate the investment, and ensure thorough research or consult a financial advisor for informed decision-making.
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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.
