Top 10 value-oriented funds

Published: 16th Dec 2024

By: Value Research

A Rs 10,000 monthly SIP would have earned you up to Rs 13 lakh in just five years!

Impressive performance

These 10 value-oriented funds delivered over 28 per cent returns through monthly SIPs in the last five years. Swipe to see the list.

#10 Invesco India Contra Fund

Invesco India Contra Fund gave a return of 28.54 per cent in the last five years. A monthly SIP of Rs 10,000 in this fund would have turned into over Rs 11.98 lakh today.

#9 ICICI Prudential Value Discovery Fund

ICICI Prudential Value Discovery Fund earned a return of 28.74 per cent in the last five years. Had you invested in this fund through monthly SIPs of Rs 10,000 five years ago, it would have been worth Rs 12.04 lakh today.

#8 Kotak India EQ Contra Fund

Kotak India EQ Contra Fund posted returns of 28.79 per cent in the last five years. A monthly SIP of Rs 10,000 in the fund would have given you Rs 12.06 lakh today.

#7 Aditya Birla Sun Life Pure Value Fund

Aditya Birla Sun Life Pure Value Fund returned 28.82 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 12.06 lakh today.

#6 Templeton India Value Fund

Templeton India Value Fund delivered a return of 29.45 per cent in the last five years. A monthly SIP of Rs 10,000 in the fund would have given you Rs 12.25 lakh today.

#5 Bandhan Sterling Value Fund

Bandhan Sterling Value Fund earned returns of 30.30 per cent over the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 12.49 lakh today.

#4 Nippon India Value Fund

Nippon India Value Fund posted returns of 31.03 per cent in the last five years. A monthly SIP of Rs 10,000 would have returned Rs 12.70 lakh today.

#3 HSBC Value Fund

HSBC Value Fund gave returns of 31.82 per cent in the last five years. A monthly SIP of Rs 10,000 would have returned Rs 12.94 lakh today.

#2 JM Value Fund

JM Value Fund delivered returns of 32.57 per cent in the last five years. A monthly SIP of Rs 10,000 would have returned Rs 13.17 lakh today.

#1 SBI Contra Fund

SBI Contra Fund earned returns of 33.23 per cent in the last five years. A monthly SIP of Rs 10,000 would have returned Rs 13.37 lakh today.

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