Whalesbook
Value Investing Shines Amid Global Uncertainty
Investing in solid, undervalued companies is proving effective as global economic uncertainty rises. This strategy helps funds better absorb market shocks by identifying businesses trading below their true worth.
Mahindra Manulife Fund Leads Peer Group
Mahindra Manulife Value Fund achieved a 16.39% annual return over one year, ending April 15, 2026. This significantly exceeds the category average of 9.35%. The fund's value-based approach is also reflected in its 18.68% return since inception. As of April 17, 2026, its Net Asset Value was ₹12.12, with Assets Under Management at ₹669.80 crore, backed by a 96% equity allocation.
Competitors and Benchmarks
DSP Value Fund followed with a 15.66% return, and LIC MF Value Fund returned 15.29%. Quant Value Fund also delivered a strong 14.53%. In comparison, benchmark indices showed slower growth. The BSE 500 TRI returned 6.85% and the Nifty 500 TRI at 7.20% over the same period. This difference highlights how well value strategies are working in today's market.
Navigating Geopolitical and Economic Risks
Value funds are performing steadily despite challenging global economic conditions. Increased volatility, driven by geopolitical tensions in West Asia and energy supply issues, has affected global investor sentiment. Higher crude oil prices, currency shifts, and stricter financial rules have made investors more cautious. Indian stock markets have seen similar effects, with the BSE Sensex and NSE Nifty declining about 7% year-to-date. Investors are now prioritizing companies with solid fundamentals, reliable cash flows, and fair valuations.