Value-oriented strategies have generally underperformed the growth-oriented ones in India in recent years. The tides seemed to have turned in their favour in 2021, reflecting in L&T India Value Fund's performance as well. It has been a decent long-term performer among the value-themed funds. Being a diversified equity fund, it is suitable to be a part of a long-term portfolio that aims to build wealth in the long run. Portfolio framework and trends The fund's primary objective is to focus on undervalued stocks across sectors and market segments using a bottom-up investment approach and invest in fundamentally strong companies. This is to offer a relatively higher margin of safety and better upside potential. This fund identifies value opportunities in sectors. It looks for companies in special situations such as cyclically low earnings, turnaround, and revival plays on a purely bottom-up basis. The fund is market cap agnostic and benchmark agnostic. From having an almost equal-weighted portfolio across market-caps from 2014, it steadily increased its allocation to large-caps since 2016 (see graph below). However, this did not necessarily come through the pruning of its mid-cap
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