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Best Value Equity Funds in 2025

What are Equity: Value funds?


Funds Included All Fund Returns
(3Y annualised)		 Top 5 fund Returns
(3Y annualised)
22 19.44% 22.37%

This fund category is an example of Equity Scheme funds.

These funds mainly invest in equity i.e. shares and equity-related instruments. They are suitable for investors seeking long-term capital appreciation and willing to tolerate short-term market volatility. Equity funds may focus on specific sectors, investment styles, or market capitalizations. Investors with a high risk appetite and long investment horizon may consider investing in equity funds.

Trailing returns for Equity: Value funds

These are average returns over the indicated period.

Monthly trailing returns:
Nov-2025Oct-2025Sep-2025Aug-2025Jul-2025Jun-2025
0.46%4.00%1.42%-2.11%-2.17%3.28%

Quarterly trailing returns:
2025Q42025Q32025Q22025Q12024Q42024Q3
4.48%-2.88%10.31%-6.24%-6.59%8.19%

Yearly trailing returns:
202520242023202220212020
4.88%21.28%35.56%7.04%37.13%15.64%

Rolling returns for Equity: Value funds

SIP
10% Step-up SIP
Lump sum
SWP
10% Step-up SWP
Metric Any 1Y SIPAny 2Y SIPAny 3Y SIPAny 5Y SIPAny 7Y SIPAny 10Y SIP
Minimum-29.89%-4.87%1.54%3.37%12.53%14.33%
Median14.11%12.22%17.74%16.48%17.06%15.94%
Maximum62.91%27.42%28.52%23.57%19.92%17.38%
Risk18.23%6.44%5.39%4.23%1.55%0.69%
Sharpe Ratio39.03%81.06%199.31%224.12%649.06%1292.65%
Data as of 14-Dec-2025
Metric Any 1Y SIPAny 2Y 目↑ SIPAny 3Y 目↑ SIPAny 5Y 目↑ SIPAny 7Y 目↑ SIPAny 10Y 目↑ SIP
Minimum-29.89%7.92%15.32%16.94%18.89%16.78%
Median14.11%9.77%16.53%17.73%19.4%17.15%
Maximum62.91%12.27%17.71%18.5%19.82%17.45%
Risk18.23%1.15%0.73%0.48%0.28%0.2%
Sharpe Ratio39.03%239.63%1301.29%2222.04%4358.38%5159.75%
Data as of 14-Dec-2025
Metric Any 1YAny 2YAny 3YAny 5YAny 7YAny 10Y
Minimum-20.87%4.29%6.12%6.75%12.99%14.12%
Median10.76%16.68%17.88%16.09%15.54%15.27%
Maximum57.94%31.92%29.41%25.54%17.98%17.12%
Risk17.12%5.24%4.7%3.8%0.89%0.77%
Sharpe Ratio21.97%184.69%231.52%238.99%957.38%1075.7%
Data as of 14-Dec-2025
Metric Any 1Y SWPAny 2Y SWPAny 3Y SWPAny 5Y SWPAny 7Y SWPAny 10Y SWP
Minimum-20.39%8.35%6.24%7.7%10.3%11.62%
Median9.99%21.04%18.41%16.24%13.48%14.31%
Maximum72.18%44.12%39.23%32.73%20.23%18.28%
Risk21.2%8.23%6.87%5.66%2.21%1.59%
Sharpe Ratio14.09%170.72%166.14%163.17%293.31%460.13%
Data as of 14-Dec-2025
Metric Any 1Y SWPAny 2Y 目↑ SWPAny 3Y 目↑ SWPAny 5Y 目↑ SWPAny 7Y 目↑ SWPAny 10Y 目↑ SWP
Minimum-20.39%21.02%22.01%24.38%14.27%12.75%
Median9.99%25.8%22.79%25.37%14.62%13.02%
Maximum72.18%29.81%24.02%26.67%15.44%13.9%
Risk21.2%2.98%0.52%0.7%0.33%0.39%
Sharpe Ratio14.09%631.57%3023.39%2626.86%2331.06%1552.9%
Data as of 14-Dec-2025

Fundwise SIP, Lumpsum and SWP returns


Rolling SIP returns (less than 1 year)
Fund Any 1M SIPAny 3M SIPAny 6M SIP
Nippon India Value Fund-2.54%13.52%10.17%
UTI Value Fund6.41%13.7%11.05%
Templeton India Value Fund7.5%16.55%10.61%
Aditya Birla Sun Life Value Fund14.87%21.66%12.31%
Sundaram Value Fund11.54%11.63%8.43%
Bandhan Value Fund12.76%18.11%13.09%
LIC MF Value Fund12.99%17.08%16.08%
HSBC Value Fund10.56%13.49%12.84%
Mahindra Manulife Value Fund30.11%18.11%16.5%
Axis Value Fund3.64%16.7%15.06%
Tata Value Fund7.54%21.21%14.05%
Union Value Fund-0.97%12.23%10.19%
Quant Value Fund-5.45%15.05%8.84%
DSP Value Fund6.1%16.35%18.62%
ITI Value Fund2.88%17.78%12.24%
Quantum Value Fund7.22%9.94%6.48%
Baroda BNP Paribas Value Fund7.94%13.05%8.88%
HDFC Value Fund7.23%18.78%13.94%
JM Value Fund-15.8%-4.35%-2.81%
ICICI Prudential Value Erstwhile Value Discovery Fund30.85%31.16%20.87%
Canara Robeco Value Fund2.17%11.14%6.63%
Groww Value Fund-11.06%5.06%5.76%
Data as of 14-Dec-2025

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Nippon India Value Fund14.57%16.58%16.0%
UTI Value Fund12.67%17.62%17.66%
Templeton India Value Fund14.96%17.06%15.79%
Aditya Birla Sun Life Value Fund13.7%21.2%16.35%
Sundaram Value Fund11.43%12.54%13.46%
Bandhan Value Fund18.61%21.5%19.59%
LIC MF Value Fund4.8%0%0%
HSBC Value Fund23.03%19.4%0%
Mahindra Manulife Value Fund0%0%0%
Axis Value Fund14.77%21.42%0%
Tata Value Fund13.11%16.97%18.64%
Union Value Fund15.74%20.63%17.51%
Quant Value Fund23.82%16.63%0%
DSP Value Fund8.34%18.92%17.48%
ITI Value Fund12.54%15.98%0%
Quantum Value Fund11.56%15.26%14.24%
Baroda BNP Paribas Value Fund1.59%0%0%
HDFC Value Fund15.31%17.37%14.0%
JM Value Fund18.04%19.35%15.57%
ICICI Prudential Value Erstwhile Value Discovery Fund16.09%20.11%21.5%
Canara Robeco Value Fund21.15%15.27%0%
Groww Value Fund10.56%13.28%13.0%
Data as of 14-Dec-2025
SIP Calculator


Rolling Lumpsum returns
Fund Any 1YAny 3YAny 5Y
Nippon India Value Fund12.86%15.74%14.67%
UTI Value Fund7.92%16.22%17.68%
Templeton India Value Fund14.0%14.73%12.9%
Aditya Birla Sun Life Value Fund8.18%19.67%12.24%
Sundaram Value Fund4.44%13.02%16.83%
Bandhan Value Fund14.54%18.62%18.32%
LIC MF Value Fund5.4%0%0%
HSBC Value Fund33.94%23.07%0%
Mahindra Manulife Value Fund0%0%0%
Axis Value Fund6.17%23.7%0%
Tata Value Fund2.08%19.94%20.71%
Union Value Fund10.68%19.66%20.43%
Quant Value Fund18.71%20.89%0%
DSP Value Fund6.07%19.89%18.7%
ITI Value Fund3.26%19.53%0%
Quantum Value Fund10.62%13.57%12.3%
Baroda BNP Paribas Value Fund2.73%0%0%
HDFC Value Fund14.57%15.68%12.48%
JM Value Fund14.52%17.01%14.68%
ICICI Prudential Value Erstwhile Value Discovery Fund11.52%21.55%25.0%
Canara Robeco Value Fund15.69%17.92%0%
Groww Value Fund8.1%9.36%8.3%
Data as of 14-Dec-2025

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Nippon India Value Fund10.69%13.19%10.33%
UTI Value Fund6.9%15.96%15.69%
Templeton India Value Fund11.22%12.08%9.08%
Aditya Birla Sun Life Value Fund14.8%16.97%16.12%
Sundaram Value Fund-0.49%13.83%21.38%
Bandhan Value Fund15.73%18.05%15.3%
LIC MF Value Fund24.59%0%0%
HSBC Value Fund34.11%27.85%0%
Mahindra Manulife Value Fund0%0%0%
Axis Value Fund-3.23%26.8%0%
Tata Value Fund-7.24%23.54%23.49%
Union Value Fund9.29%17.24%24.6%
Quant Value Fund15.21%26.34%0%
DSP Value Fund8.5%21.29%20.34%
ITI Value Fund-8.23%23.83%0%
Quantum Value Fund10.46%10.12%10.54%
Baroda BNP Paribas Value Fund13.57%0%0%
HDFC Value Fund13.02%14.01%11.43%
JM Value Fund14.04%14.42%13.7%
ICICI Prudential Value Erstwhile Value Discovery Fund9.92%23.33%30.48%
Canara Robeco Value Fund12.39%21.28%0%
Groww Value Fund4.5%9.58%4.85%
Data as of 14-Dec-2025

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y 目↑ SIPAny 5Y 目↑ SIP
Nippon India Value Fund14.57%18.73%20.05%
UTI Value Fund12.67%17.44%17.55%
Templeton India Value Fund14.96%14.75%18.25%
Aditya Birla Sun Life Value Fund13.7%15.39%17.56%
Sundaram Value Fund11.43%12.43%13.36%
Bandhan Value Fund18.61%14.88%17.84%
LIC MF Value Fund4.8%0%0%
HSBC Value Fund23.03%19.03%0%
Mahindra Manulife Value Fund0%0%0%
Axis Value Fund14.77%20.79%0%
Tata Value Fund13.11%16.63%18.45%
Union Value Fund15.74%16.16%17.36%
Quant Value Fund23.82%16.12%0%
DSP Value Fund8.34%18.74%17.52%
ITI Value Fund12.54%15.42%0%
Quantum Value Fund11.56%14.75%15.7%
Baroda BNP Paribas Value Fund1.59%0%0%
HDFC Value Fund15.31%18.35%18.65%
JM Value Fund18.04%14.17%18.56%
ICICI Prudential Value Erstwhile Value Discovery Fund16.09%19.88%21.37%
Canara Robeco Value Fund21.15%14.97%0%
Groww Value Fund10.56%15.51%15.99%
Data as of 14-Dec-2025

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y 目↑ SWPAny 5Y 目↑ SWP
Nippon India Value Fund10.69%25.13%28.61%
UTI Value Fund6.9%19.71%22.35%
Templeton India Value Fund11.22%21.28%32.39%
Aditya Birla Sun Life Value Fund14.8%25.73%25.2%
Sundaram Value Fund-0.49%13.92%20.83%
Bandhan Value Fund15.73%22.45%34.97%
LIC MF Value Fund24.59%0%0%
HSBC Value Fund34.11%27.82%0%
Mahindra Manulife Value Fund0%0%0%
Axis Value Fund-3.23%26.85%0%
Tata Value Fund-7.24%23.76%23.26%
Union Value Fund9.29%20.95%24.16%
Quant Value Fund15.21%26.45%0%
DSP Value Fund8.5%21.41%20.06%
ITI Value Fund-8.23%23.68%0%
Quantum Value Fund10.46%19.54%20.4%
Baroda BNP Paribas Value Fund13.57%0%0%
HDFC Value Fund13.02%20.1%24.72%
JM Value Fund14.04%30.92%28.09%
ICICI Prudential Value Erstwhile Value Discovery Fund9.92%23.43%29.85%
Canara Robeco Value Fund12.39%21.31%0%
Groww Value Fund4.5%18.48%20.28%
Data as of 14-Dec-2025

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

How are Equity: Value funds taxed on selling?

Equity Funds
Tax for FY2025-26		 STCG Rate LTCG Eligibility LTCG Rate
Bought Anytime 20% After 1Y 12.5% (above 1.25L)
w 31Jan18 exemption

Note:

  • Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
  • Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
  • Switches, SWP and selling any lump sum amount are taxable as per the table above.

Explore All Funds Belonging to this Type

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 14-Dec-2025.

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