Quant Value Fund News Today

In April, contra/value equity mutual funds witnessed a 68% AUM jump to Rs 1,57,946 crore, attracting investors with a higher risk appetite. These funds invest in out-of-favour or undervalued stocks, offering potential returns amid market volatility.

Around 18 equity mutual funds, including Quant Value Fund and Quant Mid Cap Fund, delivered over 60% returns in the last year. An analysis of their performance highlighted significant growth, emphasizing the importance of informed investment decisions.

Equity mutual fund categories in April had varying performances. Small cap funds led, while mid cap, contra, and multi cap funds also showed good results. Additionally, value funds and tax saving or ELSS funds performed well in the said period.

Value and contra mutual funds demonstrated strong performance, with top schemes offering impressive returns. Analysts suggest a long-term investment horizon for value funds, emphasizing careful stock selection and diversification across asset classes for effective risk management.

Start retirement planning in your 40s with a focus on asset mix, goal corpus, and expenses. Chirag Muni advises on disciplined steps, insurance coverage, and regular portfolio reviews for a secure post-retirement income.

We considered all equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap, focused fund, value, and contra fund categories for the analysis. We considered regular and growth option. We calculated returns from April 1, 2023 to March 26, 2024.

These 10 best-performing equity mutual funds were from smallcap, value fund, ELSS, flexicap, focused fund, large & midcap, largecap, midcap, and multicap categories.

Large cap, mid cap, and value funds are the best mutual funds to invest in 2024 based on their past one-year returns.

​

There were 22 schemes in the value and contra fund category in the first half of the year (January to June). All the schemes in the category offered positive returns.