Are you looking to invest in funds that offer strong growth potential? Value fund investments may be ideal as investors in these funds invest in undervalued companies to earn returns. These funds help investors attain their financial objectives, regardless of their investing expertise.
In this article, we will explore the top-performing value funds in the market, providing detailed information about their performance, investment strategies, and critical holdings.
Overview of Top Performing Value Funds in the Market
| Serial Number | Fund Name | 3 Years Return |
| 1 | Axis Value Fund Direct – Growth | 25.67% |
| 2 | ICICI Prudential Value Discovery Fund Direct – Growth | 24.50% |
| 3 | Nippon India Value Fund Direct – Growth | 23.82% |
| 4 | UTI Value Opportunities Fund Direct – Growth | 23.40% |
| 5 | HDFC Capital Builder Value Fund Direct – Growth | 22.96% |
Top 5 Performing Value Funds in the Market
Let’s understand these funds in detail.
- Axis Value Fund Direct – Growth
The Axis Value Fund Direct-Growth invests in low-priced companies that can grow over time. Most of the fund’s assets are in large-cap companies which are safer than smaller ones. Axis value funds are inexpensive, and those who wish to create wealth over a long time may find it suitable.
- AUM (as of March 31, 2024): ₹3,050 crore
- Expense Ratio: 0.75%
- Top Holdings: Infosys Ltd., HDFC Bank Ltd., ICICI Bank Ltd., Tata Consultancy Services Ltd., and Axis Bank Ltd.
- ICICI Prudential Value Discovery Fund Direct – Growth
ICICI Prudential Value Discovery Fund Direct – Growth seeks to find undervalued stocks with strong growth potential. The fund utilizes numerous strategies, including investing heavily in large-cap companies, which are steady and low-risk.
For those seeking a well-balanced portfolio with financial stability and growth potential find this fund suitable.
- AUM (as of March 31, 2024): ₹17,520 crore
- Expense Ratio: 1.07%
- Top Holdings: NTPC Ltd., Bharti Airtel Ltd., ITC Ltd., Sun Pharmaceuticals Industries Ltd., and Tata Motors Ltd.
- Nippon India Value Fund Direct – Growth
Nippon India Mutual Funds, particularly, this fund invests in a mix of large and mid-cap companies. This gives investors an opportunity to diversify their portfolios.
- AUM (as of March 31, 2024): ₹2,950 crore
- Expense Ratio: 0.92%
- Top Holdings: HCL Technologies Ltd., Tata Steel Ltd., Mahindra & Mahindra Ltd., Reliance Industries Ltd., and Larsen & Toubro Ltd.
- UTI Value Opportunities Fund Direct – Growth
UTI Value Opportunities Fund Direct – Growth focuses on identifying and investing in undervalued stocks with growth potential. Large-cap equities, which are more stable and lower risk, dominate the fund’s holdings because large-cap stocks have stability.
- AUM (as of March 31, 2024): ₹9,200 crore
- Expense Ratio: 1.20%
- Top Holdings: Bajaj Finance Ltd., Tata Motors Ltd., Hindustan Unilever Ltd., Axis Bank Ltd., and State Bank of India.
- HDFC Capital Builder Value Fund Direct – Growth
HDFC Capital Builder Value Fund Direct – Growth aims to build wealth by investing in undervalued stocks like other funds in this category. It includes large and mid-cap enterprises, which provide growth potential to investors.
- AUM (as of March 31, 2024): ₹6,540 crore
- Expense Ratio: 1.15%
- Top Holdings: Reliance Industries Ltd., Infosys Ltd., ICICI Bank Ltd., HDFC Bank Ltd., and ITC Ltd.
Conclusion
Investing in value funds can be a way to build wealth over time and these funds focus on buying undervalued stocks that may rise in value. By choosing these funds, investors can benefit from a well-managed portfolio that balances stability with growth opportunities.
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