Why Value Funds Are Essential for Every Investor | Insights with Dhirendra Kumar | Value Research

In this episode of Investors' Hangout, Dhirendra Kumar dives deep into the importance of value funds in today's volatile market. While many investors focus on maximising returns, minimising losses is just as crucial, especially with concerns of a potential market correction.
Learn what value funds are, why they're particularly attractive right now, and how they can add stability to your portfolio.
Whether you're new to value investing or a seasoned pro, this discussion will offer valuable insights on key metrics, market conditions, and how much of your portfolio should be in value funds.

𝗖𝗵𝗮𝗽𝘁𝗲𝗿𝘀 :
00:04 Introduction
00:29 What are value funds, and how do they operate?
02:12 Why would good companies be available at a discount?
04:01 What is it about the current market conditions that make value funds particularly attractive?
05:09 What key metrics or indicators should investors look at when deciding on a value fund?
06:05 How much of the total portfolio should be allocated to value funds?
07:24 What role do value funds play when the market tanks?
08:05 Viewer's Question: What is a better choice as a source fund for STP - debt fund or some conservative hybrid fund?
09:12 Key Takeaways

Here are the Key Takeaways:
- Value funds invest in companies priced below their intrinsic value, offering the potential for long-term growth by purchasing undervalued assets.
- These funds tend to perform well during market cycles where growth stocks are overvalued, providing steady growth while reducing downside risk.
- Historical trends indicate that after periods of growth stock dominance, value investing often gains popularity as market conditions shift.
- For an investment horizon of over five years, 25-35% of the mutual fund portfolio can be in value funds. This allocation would help balance potential growth with effective risk management.
- During market downturns, value funds typically experience smaller declines due to their more conservative valuations and slower, steadier appreciation.

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Thanks for Watching - Why Value Funds Are Essential for Every Investor | Insights with Dhirendra Kumar | Value Research

[KMaji]

Essential is a strong word. Probably not. Tagging any fund category as essential looks like a marketing gimmick.

[vaibhavjain]

Please can you clarify - when u suggest having Value funds do you refer having Value fund in particular or could be Value or Contra fund?

[manjunathjangama]

LLMs can be introduced to VR premium platforms for user specific questions on past data data analysis to provide the insights to user specific queries. This will add great value to the platform

[anuragtigga]

How do quant funds Pick stocks ? How is quant quantamental fund differs from 360 quant fund

[dingdong]

ICICI prudential value discovery fund, SBI Contra fund are proven 🎉

[Enigmera]

Value funds might be the key in this volatile market! Traditional indicators can be tricky, so stay informed and make smart choices.

[manojsuri]

My question is ICICI value discovery fund is a value fund. when I look at the portfolio in value research it is mentioned that value discovery fund invests in growth. So please clarify.

[ways_of_Wealth_Creation]

Pe doesn't tell the correct value of stock .. if PE is criteria for u then sorry to say but u r miss guiding

[manumathur]

Value funds have also done very well in the past 2, 3 years with roughly 28-32% returns.