Fund Categories

Value Fund

Fund managers use distinct investment styles to manage a scheme’s corpus effectively. The most common strategies are Growth, Value, and Contrarian investing, which give rise to Growth Funds, Value Funds, and Contra Funds, respectively.

Why Should You Invest in a Value Mutual Fund?

  1. Value funds invest in undervalued stocks, making them less sensitive to market volatility.
  2. By targeting underserved sectors, they help improve growth and confidence in underperforming companies.
  3. Long-term capital gains above ₹1 lakh are taxed at 10% without indexation.
  4. Short-term capital gains are taxed at 15%.
  5. Dividends are taxed according to the investor's income slab.

Features of a Value Mutual Fund

Value funds provide a diversified mix of growth-oriented stocks, helping investors reduce risk while benefiting from long-term opportunities.

They are designed to generate consistent wealth for investors by focusing on fundamentally strong but undervalued companies.

These funds also contribute to economic improvement by supporting sectors that have experienced declining demand and need renewed growth.

How Should You Invest in a Value Mutual Fund?

You can invest in mutual funds by:

  1. Select an online platform or the website of the fund house (such as Groww).
  2. Sign up on the portal or application.
  3. Complete your KYC and open your account.
  4. Deposit funds and invest in your choice of Value mutual funds.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.

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