This is an 65% investment scheme in which the investors money is invested in stocks but the stocks are said value because they are not doing well but still have great potential to grow in the future.

For the past decade atleast 6 value schemes have under gone which have yielded 15 percent return on investment. Here are a few examples of those value schemes.

More than over a decade of investments

An AMP in the crores

Percentage return over a decade

JM Value Fund

17.52

1,071.88

HSBC Value Fund

16.83

13462.85

Nippon India Value Fund

16.00

8496.36

ICICI Prudential

1526

48439.21

Bandhan Sterling Value Fund

15.22

9897.05

Tata Equity PE Fund

15.04

8474.22

The Report of January 2025 on AMFI trends states that the figures of January 7, 2025 were as follows. Having placed an investment in JM Value fund stocks it was estimated that an estimated percentage of 17.58 percent will be earned to 12 months timeframe.

The earnings returned varied for other institutions, returning 16.83 and 16.0 were reported for HSBC and Nippon India respectively.

Mais, o ICICI Prudential Value Discovery Fund é o maior de todos com ativos sob gestão (AUM) no valor de ₹ 48,439.21 bilhões, enquanto o JM Value Fund Lah Rs que, aliás, foi também o mais boa com retorno, é o menor com Rs 1.071.88 bilhões. Mutual fund houses have a value fund or a contra fund as per the SEBI circular on categorisation and rationalisation of mutual fund schemes.