Value Funds

Vedanta turns to LIC for Rs 5,000 cr as offshore borrowing gets costlier

Fund to be raised via 10-yr bonds; another Rs 2K cr to come via 18-month papers

Once out of favour, Value funds now weathering market storm better

These funds had, on an average, generated returns of -7.4% during past three months, compared with negative returns of 8-10% by large-cap, mid-cap and small-cap funds

Value funds are outperforming but don't chase them yet, say experts

A safer approach is to invest in both value and growth style funds as performance alternates

Value funds make a comeback after four years on broad-based equity rally

During the past one year, value funds have given average returns of 50.79 per cent, higher than large-cap and flexicap schemes

Value investing: Judging 'value', through another lens, and in real terms

REITs, financials, materials, and energy have remained at the lower end even when real returns are sorted by 10- and 15-year timeframes

Value funds shine amid broad-based rally as 'growth' trade fizzles out

Data from MF Explorer shows that maximum return generated by value funds the past one year is 96% and average is 59%

Planning to invest in value funds? Performance hinges on earnings recovery

'Invest with a 7-10-year horizon. Allocate 20-30 per cent of your equity portfolio to them,' says Vishal Dhawan, chief financial planner, PlanAhead Wealth Advisors

Fortify your equity portfolio by diversifying into value-oriented funds

Both value and dividend yield funds benefit from market downturns by investing more aggressively on such occasions

Value funds lead returns tally, outperform other equity categories

In the April-June 2020 quarter, value funds have delivered average returns of 21.41 per cent - outperforming large-cap, mid-cap, and small-cap funds

It's advisable to invest in value funds for balanced portfolio, say experts

Have a horizon of 5-7 years and limit allocation to 15-20% of equity portfolio

Value and contra funds disappoint investors, fail to beat benchmark returns

Market observers also attribute the underperformance of value and contra funds to the polarised market conditions

Most value funds are performing badly: Is it time to dump them?

One reason why most categories of active funds, and not just value funds, have fared poorly has been the concentrated nature of market performance

Have a mix of both growth and value-oriented funds in your portfolio

There are certain phases in the market when growth stocks do well and others in which value stocks outperform

One-year value funds miss the returns bus despite bull run

According to Value Research, the biggest loser among value funds now are those with one-year tenor