Value Funds
Which value mutual funds lead in 1-, 3- and 5-year CAGR returns? Are they outperforming on alpha too?
Value mutual funds follow a strategy of investing in stocks that appear undervalued. But which schemes have delivered consistently strong returns across 1-, 3-, and 5-year periods, and how does their performance compare on another key metric? Here’s what the latest data shows.
3 min read4 Oct 2026Value vs contra funds: what’s the difference and how you can use these funds?
Value investing looks for stocks priced below their fundamental worth, while contra investing bets that market pessimism has gone too far.
3 min read11 Aug 2026Value funds: Only two schemes have negative alpha; Quant and DSP lead category in benchmark outperformance
Only two value funds have negative alpha, indicating they lag their benchmark indices, while Quant Value Fund and DSP Value Fund record the highest positive alpha. The contrast in alpha was also reflected in return performance, with the positive-alpha funds delivering better returns.
2 min read3 Aug 2026Oister Global to invest ₹4,500 crore in PE/VC funds in next two years
The Gurugram-based firm invests in private market funds, with a focus on venture capital, venture debt, private equity, and private credit.
3 min read17 Mar 2024Wait for it…
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