MoneyDock

Best Value Fund in 2026

Top performers by 3-year CAGR · Direct-Growth · NAV as of 12-Aug-2026

This list ranks the 19 value fund on MoneyDock by their 3-year CAGR, computed from AMFI NAV history for the Direct-Growth plan. Quant Value Fund - Growth Option currently leads with +23.77%.

Returns measure past performance only and should be one input among many — also weigh expense ratio, risk, fund house track record and how the fund fits your goals. Past performance does not guarantee future results.

#Fund3Y CAGR ReturnNAV
1
quant Mutual Fund logo
Quant Value Fund - Growth Option
+23.77%₹24.15
2
Axis Mutual Fund logo
Axis Value Fund
+20.75%₹21.83
3
HSBC Mutual Fund logo
HSBC Value Fund
+20.41%₹130.75
4
Aditya Birla Sun Life Mutual Fund logo
Aditya Birla Sun Life Value Fund - Growth
+19.25%₹157.06
5
HDFC Mutual Fund logo
HDFC Value Fund - Growth Option
+18.95%₹904.96
6
Nippon India Mutual Fund logo
Nippon India Value Fund
+17.92%₹250.78
7
JM Financial Mutual Fund logo
JM Value Fund (
+16.85%₹110.38
8
Union Mutual Fund logo
Union Value Fund
+16.44%₹31.46
9
Groww Mutual Fund logo
Groww Value Fund (formerly known as Indiabulls Value Fund)
+16.39%₹33.65
10
IT
ITI Value Fund
+16.24%₹19.1
11
ICICI Prudential Mutual Fund logo
ICICI Prudential Value Fund (erstwhile Value Discovery Fund)
+15.97%₹516.65
12
UTI Mutual Fund logo
UTI Value Fund
+15.77%₹185.82
13
Tata Mutual Fund logo
Tata Value Fund
+15.61%₹403.66
14
Canara Robeco Mutual Fund logo
Canara Robeco Value Fund
+13.94%₹19.78
15
Franklin Templeton Mutual Fund logo
Templeton India Value Fund
+13.54%₹790.42
16
Quantum Mutual Fund logo
Quantum Value Fund
+13.14%₹127.65
17
Bandhan Mutual Fund logo
Bandhan Value Fund
+12.80%₹171.38
18
Baroda BNP Paribas Mutual Fund logo
Baroda BNP Paribas Value Fund
+11.86%₹14.58
19
Sundaram Mutual Fund logo
Sundaram Value Fund
+9.32%₹228.76

Frequently Asked Questions

Which is the best value fund in 2026?

By 3-year CAGR, Quant Value Fund - Growth Option currently tops this list with +23.77%. Rankings are based on past NAV performance and refresh daily — they are not a recommendation.

How are these funds ranked?

Funds are ranked purely by their 3-year CAGR, computed from AMFI NAV history for the Direct-Growth plan. We rank over the longest period the available history supports and extend toward longer 1-, 3- and 5-year windows as more NAV data is collected. Past performance does not guarantee future results.

Are these Direct or Regular plans?

All returns shown are for the Direct-Growth plan, which carries no distributor commission and therefore has a lower expense ratio and typically higher long-term returns than the Regular plan.

Returns are computed from AMFI NAV history for the Direct-Growth plan and rank past performance only. This is not investment advice — mutual fund investments are subject to market risks; read all scheme-related documents carefully.