Neutral impactSector
Which value mutual funds lead in 1-, 3- and 5-year CAGR returns? Are they outperforming on alpha too?
Mint 1 hr ago·4 Oct 2026, 3:22 pm
Value mutual funds aim to buy stocks that appear cheap relative to fundamentals. Recent rankings show a handful of schemes have topped the list for compound annual growth rate (CAGR) over the past one, three and five years, indicating they have delivered the strongest long‑term gains among their peers.
For investors, consistent CAGR signals the ability to generate steady wealth, while a positive alpha suggests the fund is beating the market after accounting for risk. Funds that rank well on both metrics are often viewed as having skilled management and a robust investment process.
Going forward, watch fund inflows, any changes in portfolio concentration, and broader market valuation trends, as these factors can influence whether the current leaders maintain their edge.
Key takeaways
- Category: Sector.
Why it matters
A routine update. Use the price and stock snapshot to gauge how the market is responding.
