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Value with an edge
Value-style funds compounding above 15% over three years.
Funds matching
11
Best 3Y CAGR
+22.13%
Ranked by
3Y CAGR
What this screen looks for
- Sub-category is value
- 3Y CAGR above 15%
- Plan is Direct
sub category = value AND 3y cagr > 15% AND plan = DirectTop matches by 3Y CAGR
11Every fund matching this screen, ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Quant Value Fund quant | ★★★★☆ | +17.1% | +22.1% | — | 0.92% | ₹1,784Cr |
| 2 | Axis Value Fund Axis | ★★★★★ | +11.7% | +20.5% | — | 0.99% | ₹1,552Cr |
| 3 | LIC MF Value Fund LIC | ★★★☆☆ | +24.1% | +19.1% | — | 1.84% | ₹212.81Cr |
| 4 | HSBC Value Fund HSBC | ★★★★☆ | +5.4% | +18.8% | — | 0.90% | ₹14,682Cr |
| 5 | HDFC Value Fund HDFC | ★★★☆☆ | +8.8% | +18.2% | +15.8% | 1.12% | ₹7,330Cr |
| 6 | DSP Value Fund DSP | ★★★★★ | +11.9% | +18.0% | +13.7% | 1.61% | ₹1,772Cr |
| 7 | Aditya Birla Sun Life Value Fund Aditya Birla Sun Life | ★★☆☆☆ | +13.9% | +17.4% | +16.3% | 1.20% | ₹6,412Cr |
| 8 | Nippon India Value Fund Nippon India | ★★★☆☆ | +1.7% | +16.6% | +15.8% | 1.27% | ₹8,827Cr |
| 9 | ITI Value Fund ITI | ★★★☆☆ | +8.2% | +15.5% | +14.6% | 1.51% | ₹348.33Cr |
| 10 | Groww Value Fund Groww | ★★☆☆☆ | +3.3% | +15.5% | +13.2% | 1.45% | ₹66.81Cr |
| 11 | Tata Value Fund Tata | ★★★☆☆ | +3.8% | +15.0% | +15.2% | 1.09% | ₹8,142Cr |
NAV data as of 20 Aug 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.