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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 CategoryPlanPlanAUMAUMCAGR 3YCAGR 3YExpense RatioExpense RatioCAGR 5YCAGR 5YCAGR 10YCAGR 10YAlphaAlphaCategory St DevCategory St Dev% Equity Holding% Equity Holding% Debt Holding% Debt HoldingSharpe RatioSharpe RatioFund ManagerFund Manager
1.ICICI Pru Value Fund
ICICI Pru Value Fund
Value Fund
Value Fund
Growth
Growth
55,851.76
55,851.76
19.68
19.68
0.99
0.99
19.74
19.74
16.29
16.29
-
-
13.77
13.77
95.19
95.19
1.69
1.69
0.19
0.19
Sankaran Naren+2 others
2.HSBC Value Fund
HSBC Value Fund
Value Fund
Value Fund
Growth
Growth
13,371.21
13,371.21
24.01
24.01
0.70
0.70
21.02
21.02
17.70
17.70
-
-
13.77
13.77
92.94
92.94
-
-
0.57
0.57
Venugopal Manghat
3.UTI Value Fund
UTI Value Fund
Value Fund
Value Fund
Growth
Growth
9,787.26
9,787.26
18.54
18.54
1.22
1.22
15.68
15.68
14.83
14.83
-
-
13.77
13.77
99.00
99.00
0.29
0.29
0.03
0.03
Amit Premchandani
4.Bandhan Value Fund
Bandhan Value Fund
Value Fund
Value Fund
Growth
Growth
9,041.82
9,041.82
17.16
17.16
0.74
0.74
18.34
18.34
17.07
17.07
-
-
13.77
13.77
92.57
92.57
0.53
0.53
-0.03
-0.03
Daylynn Pinto
5.Nippon India Value Fund
Nippon India Value Fund
Value Fund
Value Fund
Growth
Growth
7,992.61
7,992.61
22.78
22.78
1.07
1.07
19.56
19.56
17.00
17.00
-
-
13.77
13.77
94.02
94.02
-
-
0.18
0.18
Dhrumil Shah+1 other
6.Tata Value Fund
Tata Value Fund
Value Fund
Value Fund
Growth
Growth
7,908.85
7,908.85
19.90
19.90
0.82
0.82
17.83
17.83
16.57
16.57
-
-
13.77
13.77
91.50
91.50
-
-
0.23
0.23
Sonam Udasi
7.HDFC Value Fund
HDFC Value Fund
Value Fund
Value Fund
Growth
Growth
6,587.72
6,587.72
20.64
20.64
1.01
1.01
18.05
18.05
15.48
15.48
-
-
13.77
13.77
99.84
99.84
-
-
0.45
0.45
Anand Laddha
8.Aditya Birla SL Value Fund
Aditya Birla SL Value Fund
Value Fund
Value Fund
Growth
Growth
6,258.94
6,258.94
21.67
21.67
1.02
1.02
17.54
17.54
13.90
13.90
-
-
13.77
13.77
97.58
97.58
-
-
0.49
0.49
Kunal Sangoi
9.Templeton India Value Fund
Templeton India Value Fund
Value Fund
Value Fund
Growth
Growth
2,004.84
2,004.84
17.60
17.60
0.95
0.95
19.19
19.19
15.72
15.72
-
-
13.77
13.77
90.95
90.95
-
-
0.04
0.04
Ajay Argal+1 other
10.Quant Value Fund
Quant Value Fund
Value Fund
Value Fund
Growth
Growth
1,602.38
1,602.38
24.74
24.74
0.59
0.59
-
-
-
-
-
-
13.77
13.77
84.42
84.42
6.63
6.63
0.57
0.57
Sandeep Tandon+3 others
11.DSP Value Fund
DSP Value Fund
Value Fund
Value Fund
Growth
Growth
1,469.21
1,469.21
20.36
20.36
0.96
0.96
15.90
15.90
-
-
-
-
13.77
13.77
75.78
75.78
-
-
1.34
1.34
Aparna Karnik+1 other
12.Axis Value Fund
Axis Value Fund
Value Fund
Value Fund
Growth
Growth
1,335.73
1,335.73
23.95
23.95
0.65
0.65
-
-
-
-
-
-
13.77
13.77
92.86
92.86
-
-
0.45
0.45
Nitin Arora+1 other
13.Sundaram Value Fund
Sundaram Value Fund
Value Fund
Value Fund
Growth
Growth
1,212.50
1,212.50
13.24
13.24
1.71
1.71
12.95
12.95
12.20
12.20
-
-
13.77
13.77
97.33
97.33
-
-
-0.05
-0.05
Rohit Seksaria+2 others
14.Canara Rob Value Fund
Canara Rob Value Fund
Value Fund
Value Fund
Growth
Growth
1,153.50
1,153.50
17.68
17.68
0.74
0.74
-
-
-
-
-
-
13.77
13.77
95.43
95.43
-
-
0.03
0.03
Vishal Mishra+1 other
15.Quantum Value Fund
Quantum Value Fund
Value Fund
Value Fund
Growth
Growth
1,018.41
1,018.41
16.60
16.60
1.10
1.10
13.52
13.52
12.27
12.27
-
-
13.77
13.77
93.66
93.66
-
-
-0.33
-0.33
George Thomas+1 other
16.Baroda BNP Paribas Value Fund
Baroda BNP Paribas Value Fund
Value Fund
Value Fund
Growth
Growth
975.14
975.14
-
-
1.17
1.17
-
-
-
-
-
-
13.77
13.77
93.27
93.27
1.00
1.00
-0.03
-0.03
Jitendra Sriram+1 other
17.JM Value Fund
JM Value Fund
Value Fund
Value Fund
Growth
Growth
721.39
721.39
20.27
20.27
1.25
1.25
18.37
18.37
17.34
17.34
-
-
13.77
13.77
99.05
99.05
-
-
-0.18
-0.18
Satish Ramanathan+3 others
18.Mahindra Manulife Value Fund
Mahindra Manulife Value Fund
Value Fund
Value Fund
Growth
Growth
669.80
669.80
-
-
0.64
0.64
-
-
-
-
-
-
13.77
13.77
95.97
95.97
-
-
0.75
0.75
Krishna Sanghavi+1 other
19.Union Value Fund
Union Value Fund
Value Fund
Value Fund
Growth
Growth
375.37
375.37
19.60
19.60
1.23
1.23
17.17
17.17
-
-
-
-
13.77
13.77
96.95
96.95
0.09
0.09
0.37
0.37
Vinod Malviya+1 other
20.ITI Value Fund
ITI Value Fund
Value Fund
Value Fund
Growth
Growth
304.99
304.99
19.99
19.99
0.57
0.57
-
-
-
-
-
-
13.77
13.77
99.25
99.25
-
-
0.33
0.33
Dhimant Shah