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Proponents of value investing rarely find mutual fund option that rides on this proven strategy. Given the growth opportunity that Indian stocks present, most funds here are predominantly growth-oriented. However, the small set of value-oriented mutual funds (See: Value for investment), has slowly started to leave a mark. Funds such as Birla Sun Life Pure Value, L&T India Value, ICICI Prudential Discovery and UTI Master Value hold value stocks in their portfolios. Some other fund schemes such as Taurus Discovery, Quantum Long Term Equity and Sahara Star Value also adopt a value investment strategy.
Value funds invest in stocks that are overlooked by markets and are undervalued. The strategy works, because these funds exit these investments when they are fairly valued. On the other hand growth funds invest in stocks that are likely to grow faster than markets over the period of time. Moreover, value funds tend to focus on safety over growth, and often choose investments providing dividends as well as capital appreciation. The other factor that has gone in favour of these funds is the volatility in the markets. In fact, the best performing value fund in the past year, Taurus Discovery, a mid- and small-cap fund has done better than the average returns posted by most fund categories.
Disclaimer: This content is for information only and should not be considered investment advice or a recommendation.
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