A value fund is a fund that follows a value investing strategy and value investing is an investment strategy that looks to buy stocks that are trading below their intrinsic value. Value investing tends to ensure a lower downside than the overall market as it focuses on cheaper stocks .These investments work on the philosophy “Buy Low Sell High”

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A value fund is a fund that follows a value investing strategy and value investing is an investment strategy that looks to buy stocks that are trading below their intrinsic value. Value investing tends to ensure a lower downside than the overall market as it focuses on cheaper stocks .These investments work on the philosophy “Buy Low Sell High”

Kotak India EQ Contra Fund


Equity-Value-Oriented

Returns 2Y

15.52%

Returns 3Y

19.31%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Nil. (applicable for all plans), (w.e.f December 01, 2014)

Invest
SIP

ICICI Prudential Value Discovery Fund


Equity-Value-Oriented

Returns 3Y

11.98%

Returns 5Y

18.54%

Min Order

₹1,000

Min SIP

₹100

Exit load : Upto 12 Months from allotment - 1% of applicable NAV, more than 12 Months - Nil

Invest
SIP

IDFC STERLING VALUE FUND


Equity-Value-Oriented

Returns 2Y

10.65%

Returns 3Y

18.53%

Min Order

₹5,000

Min SIP

₹100

Exit load : 1.00% if redeemed on or before 365 days from the date of a l l o t m e n t . ( w . e . f . 7 s t September, 2015)

Invest
SIP

Templeton India Value Fund (erstwhile known as Templeton India Growth Fund)


Equity-Value-Oriented

Returns 3Y

14.46%

Returns 5Y

15.77%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Nil Exit 1% (if redeemed within 1 year of allotment)

Invest
SIP

L&T India Value Fund


Equity-Value-Oriented

Returns 2Y

7.36%

Returns 3Y

16.04%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

SBI CONTRA FUND-GROWTH


Equity-Value-Oriented

Returns 3Y

11.04%

Returns 5Y

13.52%

Min Order

₹5,000

Min SIP

₹500

Exit load : For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil.

Invest
SIP

Indiabulls Value Discovery Fund


Equity-Value-Oriented

Returns 1Y

-8.9%

Returns 2Y

-1.34%

Min Order

₹500

Min SIP

₹500

Exit load : Entry Load - Not Applicable Exit Load - 1% if redeemed/ switched out within 1 year from the date of allotment; Nil if redeemed/ switched out after 1 year from the date of allotment.

Invest
SIP

Reliance Value Fund


Equity-Value-Oriented

Returns 3Y

16.39%

Returns 5Y

18.0%

Min Order

₹500

Min SIP

₹100

Exit load : : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 2Y

9.65%

Returns 3Y

20.37%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Aditya Birla Sun Life Pure Value Fund


Equity-Value-Oriented

Returns 3Y

13.0%

Returns 5Y

21.31%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV.For redemption/switch out of units after 365 days from the date of allotment: Nil

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 2Y

15.32%

Returns 3Y

20.24%

Min Order

₹5,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

HDFC Capital Builder Value Fund


Equity-Value-Oriented

Returns 3Y

17.93%

Returns 5Y

18.29%

Min Order

₹5,000

Min SIP

₹500

Exit load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.

Invest
SIP

UTI - Value Opportunities Fund


Equity-Value-Oriented

Returns 2Y

10.22%

Returns 3Y

13.39%

Min Order

₹5,000

Min SIP

₹500

Exit load : 2.25% for amt < 25 lacs

Invest
SIP

Quantum Long Term Equity Value Fund


Equity-Value-Oriented

Returns 3Y

13.7%

Returns 5Y

14.28%

Min Order

₹500

Min SIP

₹500

Exit load : Repurchase/ Redemption/Switch Out On or before 180 days from the date of allotment 4.00%, after 180 days but on or before 365 days from the date of allotment 3.00%, after 365 days but on or before 545 days from the date of allotment 2.00%, after 545 days but on or before 730 days from the date of allotment 1.00%, after 730 days from the date of allotment Nil

Invest
SIP

Who should invest in

Investors who want to invest in undervalued stocks which have strong fundamental characteristics. As they focus on stocks trading at discount, they have a lower downside than the overall market. Value funds are less vulnerable because they are not invested in stocks that have high expectations associated with them.


How long should you stay invested in ?

Individual should invest with long term investment horizon. The fund is expected to earn handsome returns from the underlying stocks when their value is realized by the market.


How to invest in ?

You can click on the link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have in. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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