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Legendary investors like Warren Buffett practice Value Investing i.e. investing in stocks that are available at prices lower than their intrinsic value. These companies, typically with strong fundamentals & proven business models may be mispriced due to being neglected or out of favor for various reasons. Value & Contra Funds are best ways to invest in such companies.

  • This list of Funds gives exposure to Value or Contrarian style of investing
  • These Funds are suitable for buy-&-hold kind of investment strategy as they tend to under-perform during one-way bull market rallies
Show returns & current values for:
of for
Investment: 6 Lakh
SBI Contra Fund
Consistency
Current Value
Return (p.a)
+15.81% p.a. NA +15.43% +32.21% p.a. +16.85% NA +18.5% p.a. +4.03%
N.A. + 25.28 % p.a. N.A. + 49.54 % N.A. + 38.46 % p.a. + 91.59 % + 33.0 % p.a. + 23.42 % p.a. + 67.36 % + 17.86 % p.a.
#1 in Value Oriented ETM Rank #1 in Value Oriented
Expense 1.25%
IDFC Sterling Value Fund
Consistency
Current Value
Return (p.a)
+12.57% p.a. NA +8.71% +28.43% p.a. +15.79% NA +11.83% p.a. +2.92%
N.A. + 22.2 % p.a. N.A. + 34.97 % N.A. + 35.78 % p.a. + 79.76 % + 29.72 % p.a. + 14.03 % p.a. + 45.46 % + 18.28 % p.a.
#4 in Value Oriented ETM Rank #4 in Value Oriented
Expense 0.85%
ICICI Prudential Value Discovery Fund
Consistency
Current Value
Return (p.a)
+14.56% p.a. NA +6.99% +25.02% p.a. +10.41% NA +13.84% p.a. +0.86%
N.A. + 20.53 % p.a. N.A. + 25.3 % N.A. + 28.72 % p.a. + 52.29 % + 23.9 % p.a. + 13.55 % p.a. + 11.77 % + 17.39 % p.a.
#2 in Value Oriented ETM Rank #2 in Value Oriented
Expense 1.26%
Nippon India Value Fund
Consistency
Current Value
Return (p.a)
+13.93% p.a. NA +8.77% +23.67% p.a. +16.56% NA +7.83% p.a. +3.8%
N.A. + 19.39 % p.a. N.A. + 40.23 % N.A. + 27.19 % p.a. + 91.36 % + 22.59 % p.a. + 13.75 % p.a. + 62.66 % + 16.7 % p.a.
#3 in Value Oriented ETM Rank #3 in Value Oriented
Expense 1.33%
Kotak India EQ Contra Fund
Consistency
Current Value
Return (p.a)
+14.63% p.a. NA +9.78% +21.46% p.a. +16.01% NA +6.39% p.a. +2.38%
N.A. + 18.42 % p.a. N.A. + 38.77 % N.A. + 23.6 % p.a. + 83.08 % + 19.24 % p.a. + 13.44 % p.a. + 35.91 % + 16.58 % p.a.
#5 in Value Oriented ETM Rank #5 in Value Oriented
Expense 0.85%
Invesco India Contra Fund
Consistency
Current Value
Return (p.a)
+15.08% p.a. NA +10.08% +22.51% p.a. +17.28% NA +7.57% p.a. +2.73%
N.A. + 18.35 % p.a. N.A. + 42.71 % N.A. + 23.86 % p.a. + 88.62 % + 19.26 % p.a. + 14.25 % p.a. + 41.97 % + 18.45 % p.a.
#7 in Value Oriented ETM Rank #7 in Value Oriented
Expense 0.58%
UTI Value Opportunities Fund
Consistency
Current Value
Return (p.a)
+13.86% p.a. NA +9.28% +22.16% p.a. +16.96% NA +5.32% p.a. +2.62%
N.A. + 18.12 % p.a. N.A. + 40.45 % N.A. + 23.47 % p.a. + 86.41 % + 18.66 % p.a. + 12.93 % p.a. + 40.14 % + 14.57 % p.a.
#7 in Value Oriented ETM Rank #7 in Value Oriented
Expense 1.23%
L&T India Value Fund
Consistency
Current Value
Return (p.a)
+11.12% p.a. NA +6.45% +22.22% p.a. +16.48% NA +5.9% p.a. +3.35%
N.A. + 17.63 % p.a. N.A. + 36.23 % N.A. + 25.32 % p.a. + 91.12 % + 20.36 % p.a. + 11.1 % p.a. + 53.61 % + 17.36 % p.a.
#9 in Value Oriented ETM Rank #9 in Value Oriented
Expense 0.88%
DSP Value Fund
Consistency
Current Value
Return (p.a)
NA NA +3.61% NA +11.3% NA -0.85% p.a. +0.73%
N.A. N.A. N.A. + 23.28 % N.A. N.A. + 53.07 % N.A. + 5.38 % p.a. + 9.99 % + 9.12 % p.a.
Unranked ETM Rank Unranked
Expense 0.94%
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