Value and contra mutual funds demonstrated strong performance, with top schemes offering impressive returns. Analysts suggest a long-term investment horizon for value funds, emphasizing careful stock selection and diversification across asset classes for effective risk management.
Around 25 equity mutual funds consistently beat benchmarks in various horizons, including ELSS, value, flexi cap funds. Market cap based schemes like large cap, mid cap, ELSS, flexi cap showed strong performance. Investment decisions should consider multiple factors beyond past performance.
We considered all equity mutual fund categories such as large cap, mid cap, large & mid cap, small cap, flexi cap, focused fund, multi cap, ELSS, value and contra fund categories. We considered regular and growth options. We looked at lumpsum investments made on April 9, 2021 to April 8, 2024.
Value Funds are designed to spot undervalued stocks poised for future success, aligning with the principles of the "value factor." It is a viable alternative for investors seeking value factors in their portfolios.