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Best Value Fund Mutual Funds

Value and Contra funds buy shares the manager judges to be trading below intrinsic worth, or that the market currently dislikes. These strategies can underperform growth investing for years before mean-reverting.

We currently track 28 direct-plan Value Fund schemes from 24 fund houses with a median 5-year CAGR of 11.0%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.

Showing 28 of 28 schemes · sorted by Y5 low to high · page 1 of 1

Rank by1Y CAGR3Y CAGR5Y CAGR10Y CAGR
Sort by1M6M1Y3Y5Y, sorted low to high10Y

Value Fund funds — frequently asked questions

Which Value Fund fund has the highest 5-year CAGR?

Axis Value Fund - Direct Plan - Growth Option currently leads the Value Fund category with a 5-year CAGR of 14.8%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.

What is a good 5-year return for a Value Fund fund?

Across the 28 Value Fund schemes we track, the median 5-year CAGR is 11.0%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.

How is CAGR calculated on this page?

CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.

Why does this list only show direct plans?

Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.