Before investing in a mutual fund scheme, investors typically examine its past few years’ returns and compare them with those of other schemes in the same category.
What’s one aspect every investor is keen to inquire about? If you’re thinking the return if has offered in the past few years, you’ve got it right.
The performance track record stands as a significant indicator as to how a specific mutual fund will perform.
We list out the high-performing value schemes that delivered over 20 per cent annualised returns in the past three years. Let us first understand what a value mutual fund is.
Have a look at schemes that have delivered over 20 per cent annualised return in the past three years. Before you delve into this, let’s understand what value mutual funds stand for.
These funds are schemes that follow a specific value investment strategy which consists of 65 per cent in stocks. These funds identified
There are a total of 24 value schemes with total assets under management (AUM) of ₹2.01 lakh crore, according to the latest AMFI (Association of Mutual Funds in India) data as on July 31, 2025
The funds that’ve attracted over 20 per cent return in three years period include HSBC Bank at 23.84 per cent, 21.45 per cent with Axis Value Fund, 23.34 per cent with JM Value Fund, and Quant Value Fund that garnered 22.98 per cent.
Other schemes which have delivered high returns includes ICICI Prudential Value Fund, and ICICI Pru Value.
Notably, past returns do not guarantee future returns. This means just because some scheme has given exceptional returns in the past, it does not mean it will continue to deliver similar returns in the future as well.