https://v2.webnotes.in/tags/value-fund/Recent content in Value Fund on WebNotesHugoen-INTue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/value-mutual-fund-india/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/value-mutual-fund-india/<p>A <strong>value mutual fund</strong> in India is an open-ended equity scheme that must follow a value investment strategy &ndash; selecting stocks that are trading at a discount to their estimated intrinsic value &ndash; and maintain a minimum of 65% of its total assets in equity and equity-related instruments. <a href="https://v2.webnotes.in/sebi-investment-management-department/">SEBI</a> &rsquo;s October 2017 scheme categorisation circular mandated that value funds be distinct from growth, blend, or other investment-style funds, requiring AMCs to specify and adhere to a value investment philosophy in their scheme information documents. Each AMC may operate only one value fund or one contra fund (but not both).</p>