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Value Growth Funds for Strategic Investments

Explore Value Funds with Growth plans. Discover effective investment strategies that prioritize capital appreciation and long-term value growth.

Created by

@464112464112

Showing 1 - 20 of 22 results

last updated at 11:00 PM IST 
NameMFs (22)↓↓Sub CategorySub Category↓↓PlanPlan↓↓AUMAUM↓↓CAGR 3YCAGR 3Y↓↓Expense RatioExpense Ratio↓↓CAGR 5YCAGR 5Y↓↓CAGR 10YCAGR 10Y↓↓AlphaAlpha↓↓Category St DevCategory St Dev↓↓% Equity Holding% Equity Holding↓↓% Debt Holding% Debt Holding↓↓Sharpe RatioSharpe Ratio↓Fund ManagerFund Manager
1.ICICI Pru Value Fund
ICICI Pru Value Fund
Value Fund
Value Fund
Growth
Growth
59,588.30
59,588.30
16.28
16.28
0.83
0.83
16.80
16.80
15.47
15.47
-0.34
-0.34
13.45
13.45
93.73
93.73
1.16
1.16
-0.55
-0.55		Sankaran Naren+2 others
2.HSBC Value Fund
HSBC Value Fund
Value Fund
Value Fund
Growth
Growth
14,872.62
14,872.62
20.59
20.59
0.74
0.74
18.42
18.42
17.07
17.07
2.42
2.42
13.45
13.45
97.78
97.78
-
-
-0.12
-0.12		Venugopal Manghat
3.Bandhan Value Fund
Bandhan Value Fund
Value Fund
Value Fund
Growth
Growth
9,907.50
9,907.50
13.50
13.50
0.59
0.59
15.26
15.26
16.52
16.52
0.95
0.95
13.45
13.45
94.11
94.11
0.48
0.48
-0.48
-0.48		Daylynn Pinto
4.UTI Value Fund
UTI Value Fund
Value Fund
Value Fund
Growth
Growth
9,257.87
9,257.87
14.98
14.98
1.22
1.22
13.09
13.09
13.89
13.89
-0.22
-0.22
13.45
13.45
98.53
98.53
0.27
0.27
-0.60
-0.60		Amit Premchandani
5.Nippon India Value Fund
Nippon India Value Fund
Value Fund
Value Fund
Growth
Growth
8,918.80
8,918.80
18.49
18.49
1.07
1.07
16.17
16.17
16.53
16.53
0.82
0.82
13.45
13.45
99.46
99.46
-
-
-0.33
-0.33		Dhrumil Shah+1 other
6.Tata Value Fund
Tata Value Fund
Value Fund
Value Fund
Growth
Growth
8,591.54
8,591.54
15.58
15.58
0.70
0.70
15.19
15.19
15.58
15.58
0.81
0.81
13.45
13.45
94.63
94.63
-
-
-0.32
-0.32		Sonam Udasi
7.HDFC Value Fund
HDFC Value Fund
Value Fund
Value Fund
Growth
Growth
7,324.30
7,324.30
17.38
17.38
0.98
0.98
15.35
15.35
14.88
14.88
2.16
2.16
13.45
13.45
97.38
97.38
-
-
-0.16
-0.16		Anand Laddha
8.Aditya Birla SL Value Fund
Aditya Birla SL Value Fund
Value Fund
Value Fund
Growth
Growth
6,387.78
6,387.78
18.83
18.83
0.87
0.87
15.32
15.32
13.80
13.80
3.99
3.99
13.45
13.45
95.73
95.73
-
-
0.20
0.20		Kunal Sangoi
9.Templeton India Value Fund
Templeton India Value Fund
Value Fund
Value Fund
Growth
Growth
2,150.01
2,150.01
14.04
14.04
0.78
0.78
15.69
15.69
15.00
15.00
0.15
0.15
13.45
13.45
93.58
93.58
-
-
-0.44
-0.44		Ajay Argal+1 other
10.Quant Value Fund
Quant Value Fund
Value Fund
Value Fund
Growth
Growth
1,756.45
1,756.45
26.56
26.56
0.52
0.52
-
-
-
-
8.45
8.45
13.45
13.45
88.35
88.35
5.88
5.88
0.78
0.78		Sandeep Tandon+3 others
11.DSP Value Fund
DSP Value Fund
Value Fund
Value Fund
Growth
Growth
1,702.98
1,702.98
19.22
19.22
0.81
0.81
14.83
14.83
-
-
4.59
4.59
13.45
13.45
76.17
76.17
-
-
0.70
0.70		Abhishek Singh+1 other
12.Axis Value Fund
Axis Value Fund
Value Fund
Value Fund
Growth
Growth
1,523.46
1,523.46
20.09
20.09
1.04
1.04
-
-
-
-
2.00
2.00
13.45
13.45
94.16
94.16
-
-
-0.02
-0.02		Nitin Arora+1 other
13.Sundaram Value Fund
Sundaram Value Fund
Value Fund
Value Fund
Growth
Growth
1,323.04
1,323.04
9.07
9.07
1.64
1.64
10.30
10.30
11.20
11.20
-1.77
-1.77
13.45
13.45
98.35
98.35
-
-
-0.75
-0.75		S. Bharath+3 others
14.Canara Rob Value Fund
Canara Rob Value Fund
Value Fund
Value Fund
Growth
Growth
1,267.49
1,267.49
13.90
13.90
0.62
0.62
-
-
-
-
0.23
0.23
13.45
13.45
95.71
95.71
-
-
-0.60
-0.60		Vishal Mishra+1 other
15.Quantum Value Fund
Quantum Value Fund
Value Fund
Value Fund
Growth
Growth
1,111.08
1,111.08
13.10
13.10
1.09
1.09
10.96
10.96
11.44
11.44
-1.13
-1.13
13.45
13.45
94.66
94.66
-
-
-0.87
-0.87		George Thomas+1 other
16.Baroda BNP Paribas Value Fund
Baroda BNP Paribas Value Fund
Value Fund
Value Fund
Growth
Growth
1,056.38
1,056.38
-
-
0.99
0.99
-
-
-
-
0.67
0.67
13.45
13.45
94.59
94.59
0.45
0.45
-0.42
-0.42		Jitendra Sriram+1 other
17.JM Value Fund
JM Value Fund
Value Fund
Value Fund
Growth
Growth
825.66
825.66
16.57
16.57
1.81
1.81
16.01
16.01
16.45
16.45
0.85
0.85
13.45
13.45
94.99
94.99
-
-
-0.63
-0.63		Satish Ramanathan+3 others
18.Mahindra Manulife Value Fund
Mahindra Manulife Value Fund
Value Fund
Value Fund
Growth
Growth
777.07
777.07
-
-
0.45
0.45
-
-
-
-
5.67
5.67
13.45
13.45
98.87
98.87
-
-
0.43
0.43		Krishna Sanghavi+1 other
19.Union Value Fund
Union Value Fund
Value Fund
Value Fund
Growth
Growth
373.14
373.14
15.95
15.95
1.07
1.07
14.64
14.64
-
-
2.16
2.16
13.45
13.45
96.93
96.93
0.08
0.08
-0.25
-0.25		Vinod Malviya+1 other
20.ITI Value Fund
ITI Value Fund
Value Fund
Value Fund
Growth
Growth
352.62
352.62
16.69
16.69
0.68
0.68
-
-
-
-
2.79
2.79
13.45
13.45
96.17
96.17
-
-
-0.09
-0.09		Nilay Dalal+1 other