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Value mutual funds (23)

In plain words

The middle fund in this category returned +11.4% a year over the last 3 years.

Sorted by 3-year return. "Worst fall" is the largest drop from a peak in the last 3 years; a smaller fall means a smoother ride. Direct plans have lower expenses than regular plans of the same fund.

Past returns, not a recommendation of any fund.

Fund1 year3 years (yearly)5 years (yearly)Worst fall, 3yExpense
Quant Value Fund - Direct Plan - Growth+3.2%+19.1%—-24.0%0.91%
Axis Value Fund - Direct Plan - Growth+1.2%+17.7%+14.9%-17.1%0.94%
DSP Value Fund - Direct Plan - Growth+0.3%+16.3%+12.3%-13.7%1.55%
LIC MF Value Fund - Direct Plan - Growth+10.9%+16.1%—-25.2%1.86%
HDFC Value Fund - Direct Plan - Growth-1.5%+15.1%+12.3%-18.2%1.11%
HSBC Value Fund - Direct Plan - Growth-5.5%+14.1%—-19.6%0.89%
UTI Value Fund - Direct Plan - Growth-9.1%+11.7%+9.9%-17.2%1.33%
Nippon India Value Fund - Direct Plan - Growth-11.6%+11.7%+11.5%-17.6%1.28%
Tata Value Fund - Direct Plan - Growth-7.1%+11.5%+11.5%-20.9%1.07%
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth-9.7%+11.4%+12.9%-14.0%1.09%
Groww Value Fund - Direct Plan - Growth-6.7%+11.4%+9.7%-16.5%1.62%
Union Value Fund - Direct Plan - Growth-6.9%+10.9%+10.8%-17.9%1.51%
ITI Value Fund - Direct Plan - Growth-7.4%+10.7%+10.3%-21.4%1.42%
Bandhan Value Fund - Direct Plan - Growth-5.6%+10.3%+11.6%-17.9%0.98%
Canara Robeco Value Fund - Direct Plan - Growth-8.8%+9.9%+11.9%-19.0%0.86%
JM Value Fund - Direct Plan - Growth-9.6%+9.8%+12.3%-26.1%1.59%
Quantum Value Fund - Direct Plan - Growth-10.0%+9.5%+8.7%-15.9%1.14%
Templeton India Value Fund - Direct Plan - Growth-10.8%+8.8%+11.1%-18.0%1.11%
Baroda BNP Paribas Value Fund - Direct Plan - Growth-7.0%+8.6%—-19.8%1.33%
Sundaram Value Fund - Direct Plan - Growth-11.7%+6.1%+6.7%-15.9%1.78%
Mahindra Manulife Value Fund - Direct Plan - Growth-0.6%——-11.5%1.06%
BANK OF INDIA VALUE FUND - Direct Plan - Growth————1.34%
NJ Value Fund - Direct Plan - Growth———-10.7%2.39%

Other categories

Sectoral / Thematic · Flexi Cap · ELSS (Tax Saver) · Large & Mid Cap · Small Cap · Large Cap · Mid Cap · Multi Cap · Focused · Dividend Yield · Contra

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