Mutual Funds Specialist
| Duration | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|
| Returns | -0.96% | 7.03% | 4.31% | -5.50% |
| Duration | 2Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|
| Returns | 16.71% | 15.68% | 20.20% | - |
Scheme Type:
An open-ended equity scheme following a value or contrarian investment strategy, focusing on undervalued stocks or those out of favor with the market, but having strong fundamentals and long-term growth potential.
Investment Objective:
The fund aims to generate long-term capital appreciation by investing in companies that are undervalued relative to their intrinsic worth, or in sectors/stocks that are temporarily overlooked by the market. Value/Contra funds follow a buy low, hold long-term, benefit from re-rating approach, making them suitable for patient investors with a long-term horizon and moderate to high risk appetite.
There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Ready to explore mutual fund investments? Our experts can help you understand the options, risks, and potential returns to build a financial roadmap tailored to your goals. Schedule a consultation today!
Mutual Funds Specialist
© Copyright 2025 - All Rights Reserved | Website developed by Behind Methods Co.
+91 931-5120-004
