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  • Value Oriented Funds

Value Oriented Mutual Funds

  • Average Return 22.85%
  • No of Funds 17

What is Value Oriented Mutual Fund

Value equity funds follow the investing principles popularized by legends like Warren Buffet. These funds look for stocks that are currently trading on discount due to some reason but have long term potential.

Advantages of Value Oriented Funds

  • Give you a portfolio of relatively inexpensive stocks of good companies
  • Quest for good deals mean they don't restrict themselves to one part of the market
  • Ideal for 7+ year investment horizon
  • Investing in out-of-favour stocks means they may take time to deliver returns

Top schemes of Value Oriented Mutual Funds sorted by last 5 year returns

17 funds
Show Returns for via
SBI
SBI Contra Fund

#1 of 13

Fund Size

₹5,827 Crs

Return (p.a)

N.A. + 25.28% N.A. + 49.54% N.A. + 38.46% + 91.59% + 33.0% + 23.42% + 67.36% + 17.86%

VRO rating

5

ETM Rank

#1 of 13

Invest
IDFC
IDFC Sterling Value Fund

#4 of 13

Fund Size

₹4,906 Crs

Return (p.a)

N.A. + 22.2% N.A. + 34.97% N.A. + 35.78% + 79.76% + 29.72% + 14.03% + 45.46% + 18.28%

VRO rating

4

ETM Rank

#4 of 13

Invest
Franklin Templeton
Templeton India Value Fund

#6 of 13

Fund Size

₹757 Crs

Return (p.a)

N.A. + 21.23% N.A. + 52.72% N.A. + 33.9% + 110.82% + 30.86% + 23.25% + 74.24% + 16.28%

VRO rating

3

ETM Rank

#6 of 13

Invest
ICICI Prudential
ICICI Prudential Value Discovery Fund

#2 of 13

Fund Size

₹25,576 Crs

Return (p.a)

N.A. + 20.53% N.A. + 25.3% N.A. + 28.72% + 52.29% + 23.9% + 13.55% + 11.77% + 17.39%

VRO rating

4

ETM Rank

#2 of 13

Invest
Nippon India
Nippon India Value Fund

#3 of 13

Fund Size

₹4,714 Crs

Return (p.a)

N.A. + 19.39% N.A. + 40.23% N.A. + 27.19% + 91.36% + 22.59% + 13.75% + 62.66% + 16.7%

VRO rating

3

ETM Rank

#3 of 13

Invest
Kotak
Kotak India EQ Contra Fund

#5 of 13

Fund Size

₹1,379 Crs

Return (p.a)

N.A. + 18.42% N.A. + 38.77% N.A. + 23.6% + 83.08% + 19.24% + 13.44% + 35.91% + 16.58%

VRO rating

4

ETM Rank

#5 of 13

Invest
Invesco
Invesco India Contra Fund

#7 of 13

Fund Size

₹9,434 Crs

Return (p.a)

N.A. + 18.35% N.A. + 42.71% N.A. + 23.86% + 88.62% + 19.26% + 14.25% + 41.97% + 18.45%

VRO rating

4

ETM Rank

#7 of 13

Invest
UTI
UTI Value Opportunities Fund

#7 of 13

Fund Size

₹6,923 Crs

Return (p.a)

N.A. + 18.12% N.A. + 40.45% N.A. + 23.47% + 86.41% + 18.66% + 12.93% + 40.14% + 14.57%

VRO rating

4

ETM Rank

#7 of 13

Invest
L&T
L&T India Value Fund

#9 of 13

Fund Size

₹7,834 Crs

Return (p.a)

N.A. + 17.63% N.A. + 36.23% N.A. + 25.32% + 91.12% + 20.36% + 11.1% + 53.61% + 17.36%

VRO rating

2

ETM Rank

#9 of 13

Invest
HDFC
HDFC Capital Builder Value Fund

#11 of 13

Fund Size

₹5,418 Crs

Return (p.a)

N.A. + 15.9% N.A. + 34.77% N.A. + 23.52% + 84.95% + 18.96% + 10.65% + 42.08% + 15.05%

VRO rating

2

ETM Rank

#11 of 13

Invest
Tata
Tata Equity PE Fund

#10 of 13

Fund Size

₹5,296 Crs

Return (p.a)

N.A. + 15.62% N.A. + 38.92% N.A. + 21.9% + 77.88% + 18.83% + 14.35% + 43.15% + 16.29%

VRO rating

3

ETM Rank

#10 of 13

Invest
Quantum
Quantum Long Term Equity Value Fund

#13 of 13

Fund Size

₹885 Crs

Return (p.a)

N.A. + 13.81% + 12.42% + 32.24% N.A. + 20.33% + 64.84% + 15.56% + 11.0% + 20.01% + 13.25%

VRO rating

2

ETM Rank

#13 of 13

Invest
Aditya Birla SL
Aditya Birla Sun Life Pure Value Fund

#11 of 13

Fund Size

₹4,047 Crs

Return (p.a)

N.A. + 13.2% N.A. + 38.88% N.A. + 22.99% + 93.28% + 17.36% + 9.92% + 55.4% + 14.05%

VRO rating

1

ETM Rank

#11 of 13

Invest
Axis
Axis Value Fund

Unranked

Fund Size

₹269 Crs

Return (p.a)

N.A. N.A. N.A. + 40.29% N.A. N.A. + 90.43% N.A. N.A. + 36.74% + 13.65%

VRO rating

N.A.

ETM Rank

Unranked

Invest
Canara Robeco
Canara Robeco Value Fund

Unranked

Fund Size

₹741 Crs

Return (p.a)

N.A. N.A. N.A. + 50.04% N.A. N.A. + 90.84% N.A. + 21.86% + 49.62% + 22.52%

VRO rating

N.A.

ETM Rank

Unranked

Invest
DSP
DSP Value Fund

Unranked

Fund Size

₹602 Crs

Return (p.a)

N.A. N.A. N.A. + 23.28% N.A. N.A. + 53.07% N.A. + 5.38% + 9.99% + 9.12%

VRO rating

N.A.

ETM Rank

Unranked

Invest
Quant
Quant Value Fund

Unranked

Fund Size

₹508 Crs

Return (p.a)

N.A. N.A. N.A. + 54.25% N.A. N.A. + 134.99% N.A. N.A. + 154.14% + 27.06%

VRO rating

N.A.

ETM Rank

Unranked

Invest

Show all funds

Value Oriented Funds Returns Calculator

See what your investment would have yielded in

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SBI Contra Fund
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Invested Gains
₹ 6 Lakh
Profit ₹ 3.33 Lakh
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This fund has given a CAGR of 25.28 % in last 5 years
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How to invest in Value Oriented Funds?

It is quite easy to invest in Value Oriented mutual funds on ET Money. Here are the steps that you have to follow.

  • Register online on ET Money app or website
  • Head to Mutual Funds sections and choose the Value Oriented fund you want to invest in.
  • Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
  • Provide your KYC details (Pan number, Bank details) and complete your investment.

Frequently asked Questions

Which are the best Value Oriented Mutual Funds to invest in 2022?

These are top 5 Value Oriented funds you can invest in 2022

Fund Name Fund Category ETM Rank Consistency 5 Year Return (Annualized)
SBI Contra Fund Equity # 1 of 13
15.81 % p.a.
IDFC Sterling Value Fund Equity # 4 of 13
12.57 % p.a.
Templeton India Value Fund Equity # 6 of 13
12.1 % p.a.
ICICI Prudential Value Discovery Fund Equity # 2 of 13
14.56 % p.a.
Nippon India Value Fund Equity # 3 of 13
13.93 % p.a.

Since Value Oriented Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.

Value Funds need to invest at least 65% of their money in stocks and have to follow the value investment strategy when deciding where they invest the money. The value investment strategy is not defined as per regulation, and therefore every fund manager has his own framework of what value investing is. However, most of these funds follow the basic tenets of value investing wherein they look for stocks that may be undervalued compared to their intrinsic value.

Value Oriented Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.

Value Oriented Funds have on an average delivered 12.3% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 22.85% and 13.44% p.a.

Value Funds can be a good option if you are patient with your investments in these funds. Value investing is all about picking stocks that might be out of favor among investors but are fundamentally strong companies. These stocks might take some time before they come back to what their true worth is. This strategy also has an additional benefit. Since these stocks are already discounted, the risk of them going down further is relatively lesser, and this reduces risk. Value investing is an alternate strategy, and you should have funds with different strategies to ensure diversification.

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