Value Mutual Funds in India

Value funds follow a value investment strategy, holding at least 65% in equity, and tilt toward stocks the manager judges to be trading below their intrinsic worth - companies that look cheap on metrics like price-to-earnings or price-to-book, often in out-of-favour sectors. SEBI groups Value and Contra together and allows an AMC to run only one of the two. The value approach can underperform for long stretches when growth and momentum stocks lead the market, then rebound strongly when sentiment rotates back to cheaper, fundamentally sound names; this means patience is essential, and the category's returns can look very different from the index over short windows. In a portfolio, a value fund offers a diversifying style that behaves differently from growth-oriented flexi or mid-cap funds. The default benchmark on FindMF is the NIFTY 500 TRI, the broad all-cap total-return index. FindMF computes trailing returns, CAGR, volatility, Sharpe, Sortino, maximum drawdown and alpha/beta against the NIFTY 500 TRI from AMFI daily NAVs using a disclosed methodology, so you can judge whether a fund's value discipline has been rewarded over a full cycle rather than a single year.

Who it suits: Patient investors who want a contrarian, valuation-driven style that diversifies a growth-heavy equity portfolio.

91% of the 22 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.