Uncover the Top 3 Value Mutual Funds: Crisil Ratings, Returns, Expense Ratio & More

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Value Mutual Funds offer investors the opportunity to invest in undervalued companies with promising growth potential. In this article, we will present three top-performing mutual funds under the direct growth plan. However, it is important to note that the information provided is for informational purposes only and does not constitute a recommendation. Investors should conduct their own research and seek professional advice before making investment decisions.

Title: Top 3 Value Mutual Funds: Crisil Ratings, Returns, Expense Ratio & More  Introduction: Value Mutual Funds offer investors the opportunity to invest in undervalued companies with promising growth potential. In this article, we will present three top-performing mutual funds under the direct growth plan. However, it is important to note that the information provided is for informational purposes only and does not constitute a recommendation. Investors should conduct their own research and seek professional advice before making investment decisions.  Understanding the Risks: Before considering investments in value mutual funds, it is crucial to be aware of the associated risks. Value stocks, which are often priced below their intrinsic value, can be more volatile compared to growth stocks. Consequently, their prices may fluctuate significantly in the short term. Additionally, value stocks tend to have lower liquidity, making it more challenging to buy or sell them without affecting the market price. Furthermore, value investing is a long-term strategy that requires investors to hold their investments for a minimum of 5 years. Considering these risks is vital before investing in value mutual funds.  Top Performing Value Mutual Funds: Outlined below are three value mutual funds that have demonstrated strong performance:  1. ICICI Prudential Value Discovery Fund - Direct Plan    - Fund Size (AUM): Rs 29,319 crores    - 3-year returns: 31.10%    - 5-year returns: 15.71%    - Expense ratio: 1.21%    - Minimum SIP Investment: Rs 100    - Crisil Ranking: 4-star rating or Rank 2  2. Templeton India Value Fund - Direct Plan    - Fund Size (AUM): Rs 1,050 crores    - 3-year returns: 37.45%    - 5-year returns: 13.72%    - Expense ratio: 0.92%    - Minimum SIP Investment: Rs 500    - Crisil Ranking: 4-star rating or Rank 2  3. JM Value Fund - Direct Plan    - Fund Size (AUM): Rs 177 crores    - 3-year returns: 25.2%    - 5-year returns: 20.4%    - Expense ratio: 1.8%    - Minimum SIP Investment: Rs 100    - Crisil Ranking: 3-star rating or Rank 3  Disclaimer: Investing in mutual funds carries market risks. The information provided in this article is solely for informational purposes and does not guarantee any returns. Greynium Information Technologies and the author do not assume any liability for losses incurred as a result of investment decisions based on this article. Investors are advised to exercise caution and make informed choices after thorough evaluation and consultation with financial professionals.

Understanding the Risks:

Before considering investments in value mutual funds, it is crucial to be aware of the associated risks. Value stocks, which are often priced below their intrinsic value, can be more volatile compared to growth stocks. Consequently, their prices may fluctuate significantly in the short term. Additionally, value stocks tend to have lower liquidity, making it more challenging to buy or sell them without affecting the market price. Furthermore, value investing is a long-term strategy that requires investors to hold their investments for a minimum of 5 years. Considering these risks is vital before investing in value mutual funds.

Top Performing Value Mutual Funds:

Outlined below are three value mutual funds that have demonstrated strong performance:

1. ICICI Prudential Value Discovery Fund - Direct Plan

   - Fund Size (AUM): Rs 29,319 crores

   - 3-year returns: 31.10%

   - 5-year returns: 15.71%

   - Expense ratio: 1.21%

   - Minimum SIP Investment: Rs 100

   - Crisil Ranking: 4-star rating or Rank 2


2. Templeton India Value Fund - Direct Plan

   - Fund Size (AUM): Rs 1,050 crores

   - 3-year returns: 37.45%

   - 5-year returns: 13.72%

   - Expense ratio: 0.92%

   - Minimum SIP Investment: Rs 500

   - Crisil Ranking: 4-star rating or Rank 2


3. JM Value Fund - Direct Plan

   - Fund Size (AUM): Rs 177 crores

   - 3-year returns: 25.2%

   - 5-year returns: 20.4%

   - Expense ratio: 1.8%

   - Minimum SIP Investment: Rs 100

   - Crisil Ranking: 3-star rating or Rank 3


Disclaimer:

Investing in mutual funds carries market risks. The information provided in this article is solely for informational purposes and does not guarantee any returns. Greynium Information Technologies and the author do not assume any liability for losses incurred as a result of investment decisions based on this article. Investors are advised to exercise caution and make informed choices after thorough evaluation and consultation with financial professionals.

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