Top 3 Contra and Top 3 Value Funds With Best SIP Returns in 5 Years: No. 1 scheme has converted Rs 11,111 monthly SIP investment into 14,79,534; know about others

Top 3 contra and top 3 value funds in 5 years: Contra and value funds nearly follow the same strategy where they pick underperforming stocks that may perform better in the long run. As per a Sebi rule, a fund house can have either a contra fund or a value fund.

Shaghil Bilali | Jan 29, 2025, 05:29 PM IST

Top 3 contra and top 3 value funds in 5 years: Contra funds follow the contrarian market strategy, while value funds buy undervalued stocks that can recover in the future. Know how both funds operate; which are the top 3 contra and top 3 value funds on the basis of annualised SIP return (XIRR) in 5 years, and what are the returns investors have in those funds on a Rs 11,111 monthly SIP investment for 5 years?
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What are contra funds?

What are contra funds?

Contra funds take a contrarian view of the market where they pick underperforming stocks and sectors at low prices. The fund manager picks them as they believe these stocks will perform better in the long run. Such stocks can be defensive or beaten-down stocks. The category is risky since the manager's calls to pick stocks can go wrong. Sometimes, their stock analyses may not deliver favourable results because of external factors in the international market or geopolitical factors. Contra funds need to have at least 65 per cent of their investments in stocks.

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What are value funds?

What are value funds?

Value funds pick stocks that are undervalued and are expected to perform better in the future. These funds will have a higher risk since a wrong selection by the fund manager can affect portfolio return. Value funds also need to have at least 65 per cent of their investments in stocks.

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Top 3 contra funds in 5 years

Top 3 contra funds in 5 years

The fund has given 28.50 per cent annualised SIP return in the 5-year period.
It has assets under management (AUM) of Rs 42,181 crore, while its net asset value (NAV) is Rs 388.38.  
Benchmarked against BSE 500 TRI, the fund has given 16.79 per cent annualised return since its inception in January 2013.

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SBI Contra Direct Plan-Growth

SBI Contra Direct Plan-Growth

At an expense ratio of 0.59 per cent, the fund has Rs 500 as the minimum SIP and Rs 5,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in 5 years, or a total investment of Rs 6,66,660, has jumped to Rs 14,79,533.78.

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Kotak India EQ Contra Fund Direct-Growth

Kotak India EQ Contra Fund Direct-Growth

The fund has given 22.88 per cent annualised SIP return the 5-year time frame.
It has assets under management (AUM) of Rs 3,986 crore, while its net asset value (NAV) is Rs 157.92.  
Benchmarked against NIFTY 500 TRI, the fund has given 17.03 per cent annualised return since its launch in January 2013.

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Kotak India EQ Contra Fund Direct-Growth

Kotak India EQ Contra Fund Direct-Growth

With an expense ratio of 0.56 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in the 5-year period has converted into Rs 12,50,466.22.

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Invesco India Contra Fund Direct-Growth

Invesco India Contra Fund Direct-Growth

The fund has given 22.35 per cent annualised SIP return in the 5-year period.
It has a fund size of Rs 13,990 crore, while its unit price is Rs 142.51.  
Benchmarked against BSE Teck TRI, the fund has given 18.92 per cent annualised return since its debut in January 2013.

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Invesco India Contra Fund Direct-Growth

Invesco India Contra Fund Direct-Growth

At an expense ratio of 0.52 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in the fund has jumped to Rs 12,31,110.64 the 5-year time frame.

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Top 3 value funds in 5 years

Top 3 value funds in 5 years

The fund has given 25.88 per cent annualised SIP return in 5 years.
Its AUM is Rs 1,085 crore, while its NAV is Rs 101.54.  
Benchmarked against BSE 500 TRI, the fund has given 17.39 per cent annualised return since its starting in January 2013.

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JM Value Fund Direct Plan-Growth

JM Value Fund Direct Plan-Growth

With an expense ratio of 1.01 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in the fund has grown to Rs 13,67,083.94 in 5 years.

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HSBC Value Fund Direct-Growth

HSBC Value Fund Direct-Growth

The fund has given 24.08 per cent annualised SIP return in 5 years.
It has AUM of Rs 13,565 crore, while its NAV is Rs 108.64.  
Benchmarked against NIFTY 500 TRI, the fund has given 19.7 per cent annualised return since its debut in January 2013.

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HSBC Value Fund Direct-Growth

HSBC Value Fund Direct-Growth

At an expense ratio of 0.78 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in the fund has jumped to Rs 13,67,083.94 in the 5-year period.

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ICICI Prudential Value Discovery Direct-Growth

ICICI Prudential Value Discovery Direct-Growth

The fund has given 24.04 per cent annualised SIP return in the 5-year period.
It has an asset base of Rs 48,308 crore, while its NAV is Rs 466.55.  
Benchmarked against NIFTY 500 TRI, the fund has given 18.74 per cent annualised return since its inception in January 2013.

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ICICI Prudential Value Discovery Direct-Growth

ICICI Prudential Value Discovery Direct-Growth

With an expense ratio of 1.06 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in the fund has jumped to Rs 12,94,105.77 in the 5-year time frame.

 

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