AMFI mutual fund data7 min ago
Top 7 Value Funds in 5 Years: Rs 2 lakh in Bandhan Value, 6 other MFs has grown to Rs 5.79+ lakh
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 7 Value Mutual Funds: Value funds are equity funds that mainly invest in stocks considered undervalued. Now, what is an undervalued stock? For the unversed, it is a stock whose CMP is estimated to be lower than its true worth -- known in market parlance as intrinsic value. Typically, money managers pick companies with strong fundamentals in these schemes. As of September 8, 2025, seven value schemes of this type have delivered annualised returns ranging from 23.7 per cent to 28.8 per cent in five years, according to data from industry body AMFI.
Let's learn more about these top-performing value schemes now:
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Top-performing scheme list | Benchmarks beaten by a margin
1/8These funds have beaten their benchmarks -- BSE 500 TRI (20.85 per cent) and Nifty 500 TRI (20.89 per cent) -- by a wide margin.
The seven schemes are:
Bandhan Value Fund Templeton India Value Fund HSBC Value Fund JM Value Fund ICICI Pru Value Fund Nippon India Value Fund HDFC Value Fund2/8
7. HDFC Value Fund
2/8In five years, this value scheme has delivered an annualised return of 23.7 per cent in direct mode, according to AMFI data.
To put this into perspective, a Rs 2 lakh lump sump investment in it has grown to Rs 5.79 lakh during this period, show calculations.
Image: Pexels
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6. Nippon India Value Fund
3/8This MF has given a return of 26.48 per cent in five years, turning Rs 2 lakh into Rs 6.47 lakh, calculations show.
Image: Pexels
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5. ICICI Prudential Value Fund
4/8This value fund has delivered an annualised 26.92 per cent return in five years.
This means that a sum of Rs 2 lakh invested in this scheme five years ago has appreciated to approximately Rs 6.59 lakh.
Image: Pexels
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4. JM Value Fund
5/8This scheme has given an annualised return of 27.06 per cent in five years, turning Rs 2 lakh into Rs 6.62 lakh.
Image: Pexels
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3. HSBC Value Fund
6/8In five years, this scheme has maintained an annualised return of 27.22 per cent.
A Rs 2 lakh investment in it has grown to Rs 6.67 lakh during this period.
Image: Pexels
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2. Templeton India Value Fund
7/8During the same period, this scheme has delivered a 28.02 per cent return.
A Rs 2 lakh investment in it has appreciated to Rs 6.88 lakh.
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1. Bandhan Value Fund
8/8This value fund has delivered an annualised return of 28.77 per cent in five years.
A one-time investment of Rs 2 lakh in it has grown to Rs 7.08 lakh during this period.
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