News

Best Year-End Picks: These value mutual funds gave over 25% return in the past year. Do you own any?

Prior to investing in a mutual fund scheme, investors are encouraged to compare the returns they earn with those of other schemes. Although past returns of a scheme don’t guarantee future returns, they may give an indication of the scheme’s potential to perform in the future.

Other factors which mutual fund investors should consider, before they take an investing call, include reputation of the fund house, broad category which the scheme belongs to, macro-economic fundamentals, and whether the scheme is active or passive, and the past performance of fund managers in case of active schemes.

Here we share the past one-year returns given by value mutual funds.

What are value funds?

Value mutual funds refer to the schemes which invest in value investment strategies with at least 65 percent in stocks. There are 23 value mutual fund schemes with total assets under management (AUM) of 1,89,470.65 as on Nov 30, 2024.

(Source: AMFI; returns as on Dec 19, 2024)

LIC MF Value Fund gave the highest return of 32.34 percent. JM Value Fund gave 28.35 percent return in the past one year, HSBC Value Fund gave 29.30 per cent return and UTI Value Fund delivered 27.71 percent return.

Meanwhile, investors are recommended not to rely on the past performance of a mutual fund scheme only before they take an investing call. This is because the past performance (over 25 percent) of schemes may or may not continue in future.  

Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision.

Related Posts

Retire On $460,000 In 2025 With This Simple 7-Fund Portfolio

Retire On $460,000 In 2025 With This Simple 7-Fund Portfolio

Có thể bạn quan tâm Specialised investment funds: Sebi sets ₹10 lakh minimum threshold for investors Is Columbia Small Cap Growth Fund I Class Y (CSGYX) a Strong…

Proprietary investment funds come with an important catch

Proprietary investment funds come with an important catch

Có thể bạn quan tâm Is Invesco American Franchise A (VAFAX) a Strong Mutual Fund Pick Right Now? Is MWTIX a Strong Bond Fund Right Now? Can this…

Best China Region Mutual Funds in 2024

Best China Region Mutual Funds in 2024

Có thể bạn quan tâm Luxembourg regulator to relax transparency requirements for active ETFs Is Invesco American Franchise A (VAFAX) a Strong Mutual Fund Pick Right Now? 3…

Is Invesco American Franchise A (VAFAX) a Strong Mutual Fund Pick Right Now?

3 Top-Ranked Mutual Funds for Your Retirement

Có thể bạn quan tâm A Closer Look at Parnassus Investments’ 2 New Active ETFs Balancing Core & Satellite Funds 5 Fidelity Mutual Funds to Accumulate for Gains…

Lazard Asset Management profile picture

Lazard Emerging Markets Equity Portfolio Q3 2024 Commentary (Mutual Fund:LZEMX)

Có thể bạn quan tâm Is Baron Asset Fund Retail (BARAX) a Strong Mutual Fund Pick Right Now? Buy 3 Consumer Discretionary Mutual Funds With Increasing Retail Sales…

FINRA Fines Edward Jones, Osaic, Cambridge $8.2M to Settle Mutual Fund Fee Charges

FINRA Fines Edward Jones, Osaic, Cambridge $8.2M

Có thể bạn quan tâm 5 Fidelity Mutual Funds to Accumulate for Gains in 2025 Best Roth IRA Accounts for December 2024 Is MWTIX a Strong Bond Fund…

Leave a Reply

Your email address will not be published. Required fields are marked *