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Time of India
a day ago
- Business
- Time of India
Best value funds to invest in August 2025
Live Events Best value mutual funds to invest in August 2025: Invesco India Contra Fund Bandhan Sterling Value Fund Nippon India Value Fund ICICI Prudential Value Discovery Fund Value theme has been dominating the Indian stock market for the last one year or so. The mutual funds that have been following the value investing strategy have offered handsome returns in the last year. However, fund houses that had been following the growth strategy have suffered. If you swear by value investing principles, you may invest in value funds to take care of your long term you are new to value investing, you should acquaint yourself with this style of investing and its merits and demerits. A value investor tries to choose stocks that are available at cheaper valuations. These investors employ various ratios and methodology to identify such stocks. Essentially, they look for stocks that are available at a discount to their real or intrinsic value. Simply put, it means the market hasn't discovered the true potential of these stocks and they are available at a investors buy such stocks and wait for the market to discover these stocks. When the discovery happens, the stock prices will go up, and value investors make money. It may sound simple. But it is not very easy to execute. The market may take very long to discover these stocks and it may test your patience. The discovery may not happen at all. That is why value mutual funds are recommended to only sophisticated last few years had not been kind to the value investing fans as a few heavyweight stocks were driving the market. Value fund managers and investors were complaining that nobody was paying attention to valuations. Everyone was ready to pay a premium to own the few stocks that were driving the market, they said. The trend was reversed in 2021. The market was up, and the rally was not driven by a handful of stocks. Most stocks participated in the rally- a broad-based rally was finally there. Thanks to the rally, value funds also managed to make a comeback. However, the lean patch taught investors a few important value-investing you are following value investing principles, there may be periods when your stocks would underperform in the market. All you need to do at that time is just to stick to your strategy and wait patiently. However, the last few years taught investors that it is not easy to follow. Many investors lost patience and they sold their is why it is prudent to limit your investments in value funds. According to mutual fund managers, investors should invest a maximum of 20% in value funds. They also should remember that the market may not always pay a premium for value stocks. When the market has scant regard for valuations, value funds will underperform. If you can't wait patiently, you shouldn't be investing in value value investing still appeals to you, here is our list of recommended value funds to invest in August 2025. There is no change in our recommended schemes. Watch out for our monthly updates to find out whether your favourite scheme is performing has employed the following parameters for shortlisting the Equity mutual fund daily for the last three Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of the NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H <0.5, the series is said to mean When H>0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X =Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZIt is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate}For Equity funds, the threshold asset size is Rs 50 crore
Time of India
13-06-2025
- Business
- Time of India
Best value funds to invest in June 2025
When you are following value investing principles, there may be periods when your stocks would underperform in the market. All you need to do at that time is just to stick to your strategy and wait patiently. However, the last few years taught investors that it is not easy to follow. Many investors lost patience and they sold their investments. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Best value mutual funds to invest in June 2025: Invesco India Contra Fund Bandhan Sterling Value Fund Nippon India Value Fund ICICI Prudential Value Discovery Fund Tired of too many ads? Remove Ads Value theme has been dominating the Indian stock market for the last one year or so. The mutual funds that have been following the value investing strategy have offered handsome returns in the last year. However, fund houses that had been following the growth strategy have suffered. If you swear by value investing principles, you may invest in value funds to take care of your long term you are new to value investing, you should acquaint yourself with this style of investing and its merits and demerits. A value investor tries to choose stocks that are available at cheaper valuations. These investors employ various ratios and methodology to identify such stocks. Essentially, they look for stocks that are available at a discount to their real or intrinsic value. Simply put, it means the market hasn't discovered the true potential of these stocks and they are available at a investors buy such stocks and wait for the market to discover these stocks. When the discovery happens, the stock prices will go up, and value investors make money. It may sound simple. But it is not very easy to execute. The market may take very long to discover these stocks and it may test your patience. The discovery may not happen at all. That is why value mutual funds are recommended to only sophisticated last few years had not been kind to the value investing fans as a few heavyweight stocks were driving the market. Value fund managers and investors were complaining that nobody was paying attention to valuations. Everyone was ready to pay a premium to own the few stocks that were driving the market, they said. The trend was reversed in 2021. The market was up, and the rally was not driven by a handful of stocks. Most stocks participated in the rally- a broad-based rally was finally there. Thanks to the rally, value funds also managed to make a comeback. However, the lean patch taught investors a few important value-investing you are following value investing principles, there may be periods when your stocks would underperform in the market. All you need to do at that time is just to stick to your strategy and wait patiently. However, the last few years taught investors that it is not easy to follow. Many investors lost patience and they sold their is why it is prudent to limit your investments in value funds. According to mutual fund managers, investors should invest a maximum of 20% in value funds. They also should remember that the market may not always pay a premium for value stocks. When the market has scant regard for valuations, value funds will underperform. If you can't wait patiently, you shouldn't be investing in value value investing still appeals to you, here is our list of recommended value funds to invest in June 2025. There is no change in our recommended schemes. Watch out for our monthly updates to find out whether your favourite scheme is performing has employed the following parameters for shortlisting the Equity mutual fund daily for the last three Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of the NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H <0.5, the series is said to mean When H>0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X =Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZIt is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate}For Equity funds, the threshold asset size is Rs 50 crore
Mint
03-06-2025
- Business
- Mint
Best Mutual Funds: These 4 value schemes gave over 30% return in the past five years
Best mutual funds: Prior to investing in a mutual fund scheme, it is recommended to first compare the returns delivered by different schemes in the same category. Although the past returns do not necessarily continue in future, they tend to indicate the trajectory of returns – which may reverse also in the near future. Here, we list out some value schemes which have delivered over 30 percent return in the past five years. Those who are not aware, value funds refer to those schemes which follow value investment strategy, with at least 65 per cent in stocks. These funds identify stocks that are currently undervalued but are expected to perform well over time as the value is unlocked. Without further ado, we list out the value schemes which have given more than 30 percent return in the past half a decade. Value Mutual Fund 5-year-return (%) HSBC Value Fund 30.46 JM Value Fund 30.07 Nippon India Value Fund 30.46 Templeton India Value Fund 31.29 As we can see in the table above, Templeton India Value fund has delivered 31.29 percent in the past five years. Other value funds which have given more than 30 percent return in the past five years include Nippon India Value Fund, HSBC Value Fund and JM Value Fund. It is worth mentioning that the past returns can be indicative but they do not guarantee future returns of a scheme. In other words, just because a scheme has given exceptional returns in the past, it does not mean it will continue to give the same returns in future as well. Other factors which retail investors should consider before deciding to invest in a scheme include the past performance of the fund manager, reputation of the fund house, category to which the scheme belongs and overall macro economic factors. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision. For all personal finance updates, visit here
Mint
05-05-2025
- Business
- Mint
These eight value mutual fund schemes delivered over 25% annualised returns in past five years. See list
If you are looking to invest in a mutual fund, it is vital to examine the scheme's past returns and compare them with schemes in the same category. Although past returns do not guarantee future returns, they definitely give an indication of the scheme's future prospects. Here, we list eight value mutual funds which have delivered over 25 per cent annual returns in the past five years. Value mutual funds refer to schemes which follow a value investment strategy, with at least 65 per cent in stocks. Equity funds may be categorised based on the valuation parameters adopted in stock selection. One is growth funds, which identify momentum stocks that are expected to perform better than the market. The other category is value funds, which identify stocks that are currently undervalued but are expected to perform well over time as the value is unlocked. Overall, as of March 31, 2025, there were 24 value/contra schemes with a total asset size of ₹ 1.83 lakh crore. Value Funds 5-year-returns (%) Aditya Birla Sun Life Pure Value Fund 25.89 Bandhan Sterling Value Fund 32.79 HDFC Value Fund 25.50 HSBC Value Fund 28.76 ICICI Pru Value Discovery 29.78 JM Value Fund 28.02 Nippon India Value Fund 29.03 Templeton India Value Fund 30.41 As we can see in the table above, eight mutual funds have delivered over 25 per cent annual returns in the past five years. Bandhan Sterling Value Fund has delivered 32.79 per cent in the past five years, Templeton India Value Fund has delivered 30.41 per cent while other schemes which have given over 25 per cent returns are JM Value Fund and Nippon India Value Fund. Meanwhile, it is noteworthy that past returns do not guarantee future returns. In other words, just because a scheme has given good returns in the past, it does not necessarily mean that it will continue to give good performance in the future as well. Therefore, investors should examine other factors besides historical returns, such as the performance of the fund manager, the category of the scheme, and overall economic factors. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment-related decision. For more stories on personal finance, visit here. First Published: 5 May 2025, 06:44 PM IST
