Invest in Top 8 Mutual Funds like Warren Buffett in 2023 which is analyzed in this article i.e. investing in stocks that are available at prices lower than their intrinsic value.
These Funds are suitable for buy-&-hold kind of investment strategy as they tend to under-perform during one-way bull market rallies
This list of Funds gives exposure to Value or Contrarian style of ‘invest like Warren Buffett’
Legendary investors like Warren Buffett practice Value Investing i.e. investing in stocks that are available at prices lower than their intrinsic value. These companies, typically with strong fundamentals & proven business models may be mispriced due to being neglected or out of favour for various reasons. Value & Contra Funds are best ways to invest in such companies.
- SBI Contra Direct Plan-Growth
- ICICI Prudential Value Discovery Direct-Growth
- IDFC Sterling Value Fund Direct Plan-Growth
- HSBC Value Fund Direct-Growth
- Kotak India EQ Contra Fund Direct-Growth
- Nippon India Value Fund Direct-Growth
- Invesco India Contra Fund Direct-Growth
- UTI Value Opportunities Fund Direct-Growth
1. SBI Contra Direct Plan-Growth
# 1 in Value Oriented
Return : +23.73 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 1.0%
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- SBI Contra Direct Plan-Growth has ₹7,635 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 14.82% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in Nifty 50, Reserve Bank of India, GAIL (India) Ltd., HDFC Bank Ltd., ICICI Bank Ltd..
Link :
https://www.etmoney.com/mutual-funds/sbi-contra-direct-plan-growth/15889
2. ICICI Prudential Value Discovery Direct-Growth
# 2 in Value Oriented
Return : +20.89 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 1.22%
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- ICICI Prudential Value Discovery Direct-Growth has ₹27,515 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 17.69% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in Oil & Natural Gas Corpn. Ltd., Sun Pharmaceutical Inds. Ltd., National Thermal Power Corp. Ltd., ICICI Bank Ltd., Bharti Airtel Ltd..
Link : https://www.etmoney.com/mutual-funds/icici-prudential-value-discovery-direct-growth/15389
3. IDFC Sterling Value Fund Direct Plan-Growth
# 4 in Value Oriented
Return : +20.86 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 0.83%
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- IDFC Sterling Value Fund Direct Plan-Growth has ₹5,178 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 16.40% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in ICICI Bank Ltd., Axis Bank Ltd., Jindal Steel & Power Ltd., CG Power and Industrial Solutions Ltd., State Bank of India.
Link: https://www.etmoney.com/mutual-funds/idfc-sterling-value-fund-direct-plan-growth/16061
4. HSBC Value Fund Direct-Growth
# 7 in Value Oriented
Return : +17.61 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 0.87%
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- HSBC Value Fund Direct-Growth has ₹8,076 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 18.15% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in ICICI Bank Ltd., State Bank of India, National Thermal Power Corp. Ltd., Infosys Ltd., Sun Pharmaceutical Inds. Ltd.
Link: https://www.etmoney.com/mutual-funds/hsbc-value-fund-direct-growth/15836
5. Kotak India EQ Contra Fund Direct-Growth
# 5 in Value Oriented
Return : +17.4 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 0.81%
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- Kotak India EQ Contra Fund Direct-Growth has ₹1,452 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 15.46% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., State Bank of India, Reliance Industries Ltd..
Link: https://www.etmoney.com/mutual-funds/kotak-india-eq-contra-fund-direct-growth/15908
6. Nippon India Value Fund Direct-Growth
# 6 in Value Oriented
Return : +16.57 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 1.21 %
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- Nippon India Value Fund Direct-Growth has ₹4,849 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 14.35 % average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., Larsen & Toubro Ltd., Axis Bank Ltd.
Link: https://www.etmoney.com/mutual-funds/nippon-india-value-fund-direct-growth/15742
7. Invesco India Contra Fund Direct-Growth
# 8 in Value Oriented
Return : +16.02 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 0.62 %
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- Invesco India Contra Fund Direct-Growth has ₹9,634 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 17.60 % average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd., State Bank of India
Link: https://www.etmoney.com/mutual-funds/invesco-india-contra-fund-direct-growth/16282
8. UTI Value Opportunities Fund Direct-Growth
# 11 in Value Oriented
Return : +15.98 % p.a.
Age : 10+ Years
Total Expenses Ratio (TER) : 1.15 %
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- UTI Value Opportunities Fund Direct-Growth has ₹7,018 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 12.94 % average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
- The fund’s top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., Axis Bank Ltd., Bharti Airtel Ltd..
Link: https://www.etmoney.com/mutual-funds/uti-value-opportunities-fund-direct-growth/15494
Disclaimer :
This Video & Information is only for Education purpose. Please check the source link given in description to get more details about the Mutual Fund before you invest.
Click for more details (Source Link ): https://www.etmoney.com/mutual-funds/featured/invest-like-warren-buffet/16