Archive · 16 Aug 2025
Value Mutual Funds Delivering Over 20% Returns
When choosing a mutual fund, people usually check its past performance.
This article focuses on value mutual funds, which invest mostly in stocks.
These funds have shown strong returns in the last three years.
Several specific funds, like HSBC, Axis, JM, and Quant Value Funds, have delivered high returns, attracting investors seeking growth.
Investors often assess past returns when considering mutual funds.
Value mutual funds, investing at least 65% in stocks, are discussed.
24 value schemes manage ₹2.01 lakh crore, per AMFI data.
Several funds exceeded 20% annualized returns in the past three years.
Specific funds mentioned include HSBC, Axis, JM, and Quant Value Funds.
- Who
- Investors seeking information on mutual fund performance.
- What
- High-performing value mutual fund schemes and their returns.
- When
- Performance data over the past three years, with AMFI data as on July 31, 2025.
- Where
- Focus on the performance of value mutual funds in the market.
- Why
- To inform investors about value mutual funds that have performed well.
Fund Performance
Investor Insights
Performance Comparison
Fund Performance
HSBC Bank achieved 23.84% returns.
Investor Insights
Axis Value Fund saw 21.45% returns.
- Fund Type
- Value Mutual Funds
- Stock Investment
- Minimum 65%
- Total AUM
- ₹2.01 lakh crore
- Top Funds Mentioned
- HSBC, Axis, JM, Quant Value Funds
- Return Period
- 3 years
Sources
Best Mutual Funds: These 6 value schemes delivered over 20% annualised returns in past 3 years
Best low-risk mutual funds for short-term
Active Or Passive Funds: Which to Choose?
Top 5 ELSS Funds With Up To 28% Returns In 3 Years Amid Tax-Filing Season
