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Equity: Value Oriented

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Fund  |  Rating Ratings 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Return Rank Return Rank Return Rank Return Rank Return Rank Return Rank
Aditya Birla Sun Life Pure Value Fund  | 1 -7.9017/17-13.5217/17-25.2115/15-1.8214/145.7410/1313.802/12
Aditya Birla Sun Life Pure Value Fund - Direct Plan  | 2 -7.8117/17-13.2517/17-24.3315/15-0.6614/146.8810/13--
HDFC Capital Builder Value Fund (Erstwhile HDFC Capital Builder)  | 3 -5.9411/17-10.6513/17-15.0610/156.064/148.156/1313.166/12
HDFC Capital Builder Value Fund - Direct Plan (Erstwhile HDFC Capital Builder)  | 3 -5.8811/17-10.4613/17-14.0510/157.304/149.266/13--
ICICI Prudential Value Discovery Fund  | 3 -5.7310/17-6.172/17-11.855/152.8010/146.779/1315.281/12
ICICI Prudential Value Discovery Fund - Direct Plan  | 3 -5.6810/17-6.032/17-11.226/153.7910/147.868/13--
IDBI Long Term Value Fund - Direct Plan 0 -4.476/17-6.113/17--------
IDBI Long Term Value Fund - Regular Plan 0 -4.657/17-6.605/17--------
IDFC Sterling Value Fund - Direct Plan (Erstwhile IDFC Sterling Equity Regular)  | 3 -7.2314/17-13.2016/17-19.9814/155.697/148.487/13--
IDFC Sterling Value Fund - Regular Plan (Erstwhile IDFC Sterling Equity Regular)  | 3 -7.3314/17-13.4516/17-20.8914/154.538/147.447/1313.753/12
Indiabulls Value Fund - Direct Plan (Erstwhile Indiabulls Value Discovery Fund)  | 2 -4.114/17-8.7010/17-16.5912/150.7812/14----
Indiabulls Value Fund - Regular Plan (Erstwhile Indiabulls Value Discovery Fund)  | 1 -4.274/17-9.0610/17-17.7312/15-1.0313/14----
Invesco India Contra Fund  | 5 -4.415/17-7.176/17-12.136/158.782/1410.942/1313.395/12
Invesco India Contra Fund - Direct Plan  | 5 -4.325/17-6.936/17-11.135/1510.382/1412.611/13--
JM Value Fund (Erstwhile JM Basic (Changed)) 0 -3.753/17-7.958/17-12.507/155.54-9.40-5.80-
JM Value Fund - Direct Plan (Erstwhile JM Basic (Changed)) 0 -3.693/17-7.808/17-11.938/156.49-10.66---
Kotak India EQ Contra Fund - Direct Plan (Erstwhile Kotak Classic Equity)  | 4 -2.811/17-5.421/17-6.521/1511.391/1410.764/13--
Kotak India EQ Contra Fund - Regular Plan (Erstwhile Kotak Classic Equity)  | 4 -2.941/17-5.791/17-7.812/159.761/149.124/1311.518/12
L&T India Value Fund  | 4 -6.3912/17-9.2211/17-13.919/155.435/1410.423/13--
L&T India Value Fund - Direct Plan  | 4 -6.3112/17-9.0011/17-13.079/156.365/1411.373/13--
Quantum Long Term Equity Value Fund - Direct Plan (Erstwhile Quantum Long Term Equity)  | 3 -4.748/17-7.497/17-6.962/154.319/147.279/1312.911/12
Quantum Long Term Equity Value Fund - Regular Plan # (Erstwhile Quantum Long Term Equity)  | 3 -4.788/17-7.617/17-7.271/154.069/147.018/1312.647/12
Reliance Value Fund (Erstwhile Reliance Regular Savings Equity)  | 3 -6.7013/17-9.2612/17-11.554/155.166/148.475/1311.279/12
Reliance Value Fund - Direct Plan (Erstwhile Reliance Regular Savings Equity)  | 3 -6.6513/17-9.1312/17-10.994/155.946/149.305/13--
SBI Contra Fund  | 2 -7.5415/17-11.7915/17-16.6211/15-0.3212/144.1313/137.0912/12
SBI Contra Fund - Direct Plan  | 2 -7.4915/17-11.6615/17-16.1011/150.3313/144.8013/13--
Tata Equity PE Fund - Direct Plan  | 4 -2.872/17-6.184/17-11.877/158.203/1411.962/13--
Tata Equity PE Fund - Regular Plan  | 4 -2.992/17-6.524/17-13.158/157.033/1410.951/1313.444/12
Templeton India Value Fund (Erstwhile Templeton India Growth)  | 2 -7.8616/17-11.7214/17-18.6013/152.6911/145.4511/139.5511/12
Templeton India Value Fund - Direct Plan (Erstwhile Templeton India Growth)  | 2 -7.8016/17-11.5414/17-17.9713/153.4911/146.2311/13--
Union Value Discovery Fund - Direct Plan 0 -5.489/17-8.369/17--------
Union Value Discovery Fund - Regular Plan 0 -5.529/17-8.599/17--------
UTI Value Opportunities Fund - Direct Plan (Erstwhile UTI Opportunities)  | 2 -4.597/17-6.275/17-10.773/155.338/145.7112/13--
UTI Value Opportunities Fund - Regular Plan (Erstwhile UTI Opportunities)  | 2 -4.646/17-6.423/17-11.393/154.567/144.9312/1310.8910/12
# The Regular plans of these schemes were launched on Apr-2017. Their performance for the prior period and their Fund Ratings, as depicted on this page, are only illustrative, assuming an additional annual expense ratio over and above their respective Direct plans of the as per the following:
Quantum Long Term Equity Value Fund - Regular Plan - 0.25%
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