VALUE

21 of 21 funds ranked

Weight Customizer

3Y
21.2%
5Y
20.9%
Sharpe
1.35
AUM
₹60,609 Cr
3Y
21.0%
5Y
17.3%
Sharpe
1.08
AUM
₹8,974 Cr
#3
Templeton India Value Fund - Direct - Growth
Franklin Templeton Mutual Fund
61.0
SCORE
3Y
19.6%
5Y
19.0%
Sharpe
1.10
AUM
₹2,315 Cr
59.2
SCORE
3Y
23.8%
5Y
19.6%
Sharpe
1.30
AUM
₹9,210 Cr
3Y
21.3%
5Y
17.6%
Sharpe
1.20
AUM
₹7,622 Cr
53.0
SCORE
3Y
18.7%
5Y
20.0%
Sharpe
1.07
AUM
₹10,400 Cr
#7
JM Value Fund (Direct) - Growth Option
JM Financial Mutual Fund
52.1
SCORE
3Y
20.7%
5Y
17.9%
Sharpe
0.93
AUM
₹997 Cr
51.9
SCORE
3Y
21.7%
5Y
17.4%
Sharpe
1.01
AUM
₹6,338 Cr
3Y
20.3%
5Y
16.8%
Sharpe
1.18
AUM
₹367 Cr
3Y
19.4%
5Y
16.1%
Sharpe
1.11
AUM
₹10,068 Cr
3Y
18.3%
5Y
15.1%
Sharpe
1.06
AUM
₹67 Cr
35.2
SCORE
3Y
17.3%
5Y
13.8%
Sharpe
1.08
AUM
₹104 Cr
SCORE
3Y
24.8%
5Y
Sharpe
1.36
AUM
₹1,299 Cr
SCORE
3Y
24.4%
5Y
Sharpe
1.28
AUM
₹14,464 Cr
3Y
23.2%
5Y
Sharpe
0.96
AUM
₹1,738 Cr
SCORE
3Y
21.1%
5Y
17.0%
Sharpe
AUM
₹1,280 Cr
3Y
20.8%
5Y
Sharpe
1.03
AUM
₹347 Cr
SCORE
3Y
18.8%
5Y
Sharpe
1.02
AUM
₹1,327 Cr
SCORE
3Y
5Y
Sharpe
0.61
AUM
₹1,172 Cr
SCORE
3Y
5Y
Sharpe
0.60
AUM
₹200 Cr
SCORE
3Y
5Y
Sharpe
AUM
₹639 Cr
#FUND NAMEAMC
SCORE
3M RET
6M RET
1Y CAGR
3Y CAGR
5Y CAGR
ROLL 3Y
ROLL 5Y
VOL
UP β
DN β
SHARPE
SORTINO
IR
AUM (CR)
TER
TURN
1ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - GrowthICICI Prudential Mutual Fund74.7-0.7%5.6%15.5%21.2%20.9%20.6616.3215.130.830.711.352.610.8060,6091.0%47.0%
2Tata Value Fund -Direct Plan Growth OptionTata Mutual Fund66.6-1.6%5.8%16.7%21.0%17.3%18.4915.8017.331.041.111.081.811.108,9740.8%41.0%
3Templeton India Value Fund - Direct - GrowthFranklin Templeton Mutual Fund61.00.3%6.1%14.0%19.6%19.0%18.1414.9318.430.920.921.101.960.602,3150.9%28.1%
4Nippon India Value Fund - Direct Plan Growth PlanNippon India Mutual Fund59.2-1.4%5.9%15.1%23.8%19.6%18.9717.0318.361.141.021.302.471.889,2101.1%42.0%
5HDFC Value Fund - Growth Option - Direct PlanHDFC Mutual Fund56.80.0%6.2%19.3%21.3%17.6%17.0415.0917.251.010.971.202.141.707,6221.0%27.0%
6Bandhan Value Fund - Direct Plan - GrowthBandhan Mutual Fund53.0-0.5%4.9%13.0%18.7%20.0%19.0118.0320.600.880.971.071.810.5210,4000.7%68.0%
7JM Value Fund (Direct) - Growth OptionJM Financial Mutual Fund52.1-4.1%-0.1%7.0%20.7%17.9%19.3817.0719.821.091.350.931.590.519971.0%120.7%
8Aditya Birla Sun Life Value Fund - Growth - Direct PlanAditya Birla Sun Life Mutual Fund51.9-0.4%7.0%16.6%21.7%17.4%18.6511.9520.551.231.491.011.690.826,3380.7%102.0%
9Union Value Fund - Direct Plan - Growth OptionUnion Mutual Fund49.70.4%6.4%19.3%20.3%16.8%20.3621.6417.531.000.991.182.110.793671.3%67.0%
10UTI Value Fund - Direct Plan - Growth OptionUTI Mutual Fund46.5-0.3%4.2%13.1%19.4%16.1%14.8914.5815.931.011.031.111.980.7210,0681.2%20.0%
11Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth OptionGroww Mutual Fund41.3-1.9%1.9%16.2%18.3%15.1%14.8711.1616.491.070.781.061.990.53670.9%1.5%
12Quantum Value Fund - Direct Plan Growth OptionQuantum Mutual Fund35.2-1.5%1.4%7.0%17.3%13.8%14.8613.6719.090.950.851.081.980.181041.1%1337.0%
13Axis Value Fund - Direct Plan - GrowthAxis Mutual Fund0.1%7.3%18.3%24.8%0.2413.621.051.151.362.461.961,2990.7%41.0%
14HSBC Value Fund - Direct GrowthHSBC Mutual Fund0.4%5.9%20.7%24.4%0.2413.661.011.401.282.171.3714,4640.7%30.0%
15Quant Value Fund - Growth Option - Direct Planquant Mutual Fund-3.4%3.7%14.3%23.2%0.2318.651.221.250.961.780.691,7380.4%215.0%
16DSP Value Fund - Direct Plan - GrowthDSP Mutual Fund1.4%9.0%16.8%21.1%17.0%18.8218.3110.151,2800.9%13.0%
17ITI Value Fund - Direct Plan - Growth OptionITI Mutual Fund0.6%7.9%20.3%20.8%20.8414.051.041.411.031.660.843470.6%139.0%
18Canara Robeco Value Fund - Direct Plan - Growth OptionCanara Robeco Mutual Fund-1.1%3.1%14.7%18.8%0.2012.581.001.141.021.690.781,3270.6%17.0%
19Baroda BNP Paribas Value Fund - Direct Plan - Growth optionBaroda BNP Paribas Mutual Fund-0.5%4.9%10.5%13.561.051.080.611.00-0.011,1721.2%70.0%
20LIC MF Value Fund-Direct Plan-GrowthLIC Mutual Fund2.0%9.3%17.3%17.010.911.900.600.840.342001.4%155.0%
21Mahindra Manulife Value Fund - Direct Plan - GrowthMahindra Manulife Mutual Fund6390.5%