The analysis of the Value factor across the USA, Europe, and India provides insights into its long-term performance trends and cyclicality. The line graphs illustrate the relative growth of the Value indices against their benchmarks, while the tables highlight period-wise performance trends over different market cycles.

Source : Bloomberg. This chart depicts the growth in the NAV of S&P 500 Enhanced Value TRI vis-a-vis that of the S&P 500 TRI over the period 5th July 1995 to 31st December 2024. All the NAVs are in USD and have not been converted to INR. All the indices have been scaled to $1,000 as of 5th July 1995. Past performance may or may not be sustained in future and is not an indication of future return.

Source : Bloomberg. This chart depicts the growth in the NAV of S&P Europe 350 Enhanced Value TRI vis-a-vis that of the S&P Europe 350 TRI over the period 15th July 2014 to 31st December 2024. All the NAVs are in EUR and have not been converted to INR. All the indices have been scaled to €1,000 as of 15th July 2014. Past performance may or may not be sustained in future and is not an indication of future return.

Source : NSE. This chart depicts the growth in the NAVs of Nifty 500 Value 50 TRI vis-a-vis that of the Nifty 500 TRI over the period 1st April 2005 to 31st December 2024. All the indices have been scaled to Rs.1,000 as of 1st April 2005. Past performance may or may not be sustained in future and is not an indication of future return.

Period-wise Summary of Factor Performance: Value Vs Market