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Value Mutual Funds: If you want to invest for the long term and earn good returns, then value mutual funds are a great option. These funds invest money in shares of those companies which are available at a price lower than the market value i.e. ‘undervalued’ stocks.
Value Mutual Funds: Amidst the ups and downs in the stock market, many experts often recommend investing in mutual funds instead of investing money directly in the market. If you are thinking of investing in mutual funds, then it is important to know which fund is giving what kind of returns. Although past returns are not a guarantee of the future, they do give an idea of the fund’s performance so far.
Today we are talking about value mutual funds, some of which have given more than 20 percent annualized returns (CAGR) in the last 3 years. Value funds invest in such stocks which are currently undervalued i.e. cheap, but are expected to perform well in the future. Of these, at least 65 percent is invested in shares. As of September 30, 2025, there were a total of 25 schemes in this category, whose asset under management (AUM) was Rs 2.04 lakh crore.
Top Value Mutual Funds (3 Year Returns)
Axis Value Fund- 22.07
HSBC Value Fund- 22.89
ICICI Prudential Value Fund – 20.91
JM Value Fund- 22.45
Nippon India Value Fund – 21.39
Quant India Value Fund – 20.48
HSBC Value Fund won
HSBC Value Fund secured the first position with an impressive annual return of 22.89 percent. After this comes JM Value Fund (22.45 percent) and Axis Value Fund (22.07 percent).
