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Home » Our Products » Mutual Funds » Equity » Value Fund

value fund

These mutual funds invest in stocks which are undervalued. The underlying assumption is, stocks may be undervalued due to temporary factors and will provide higher returns compared to peers once the valuation gets unlocked.

Suitability:

Value mutual funds have given good returns over the long term but can underperform in the short term. So investors who are looking to invest money for at least 5 years and above, and also looking to earn better alpha on undervalued stocks portfolio.

Minimum Investment:

The minimum investment varies from scheme to scheme. It could range between Rs.100/ – to Rs. 5,000/ -.

Taxability:

Value Funds receive the same tax treatment as other equity funds.

  • • Short term capital gain (less than one year): 15% of gain
  • • Long term capital gain (more than one year): 10% of gain in excess of Rs one lakh per year

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