Top 3 Contra and Value Mutual Funds That Delivered Up to 37% Returns

In the diverse landscape of equity mutual funds, value and contra funds stand out for their unique investment approaches. Unlike growth funds, which chase high-performing momentum stocks, value and contra funds focus on identifying opportunities in overlooked or undervalued segments of the market.

Top 3 Contra/Value Mutual Funds Based on 5-Year Performance

The following schemes have emerged as strong performers in the contra/value category, delivering impressive annualised returns over a 5-year horizon. 

Note: NAV and Returns as of April 3, 2025, and all are regular funds. 

Regulatory Note

As per SEBI’s mutual fund categorisation norms, an asset management company (AMC) can offer either a Contra Fund or a Value Fund, but not both. This distinction ensures clarity and consistency in investment strategies across fund houses.

Conclusion 

While these funds have demonstrated strong performance, investors should carefully consider factors such as expense ratios and the fund’s asset under management (AUM) alongside their own risk tolerance and investment goals.

As always, it’s essential to align any investment decision with your individual financial goals, time horizon, and risk tolerance.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.