Top 10 Value Mutual Funds in India to Watch in 2025

In 2025, value investing is still a great strategy for long term wealth creation. Value mutual funds look for undervalued stocks with strong fundamentals and can give huge returns as these stocks reach their intrinsic value. Here are the top 10 value mutual funds in India to consider this year:

1. Parag Parikh Flexi Cap Fund – Direct Growth

• AUM: 98,541.28 crore (as of April 30, 2025)

• NAV: 89.47 (as of June 3, 2025)

• Expense Ratio: 0.63%

• Overview: Diversified investment in domestic and international equities for long term capital appreciation. 

2. HDFC Mid-Cap Opportunities Fund – Direct Growth

• AUM: 74,909.76 crore (as of April 30, 2025)

• NAV: 207.53 (as of June 3, 2025)

• Expense Ratio: 0.77%

• Overview: Mid cap companies with strong fundamentals. 

3. SBI Equity Hybrid Fund – Direct Growth

• AUM: 74,035.66 crore (as of April 30, 2025)

• NAV: 326.90 (as of May 31, 2025)

• Expense Ratio: 0.74%

• Overview: Equities and debt instruments for capital appreciation and income. 

4. ICICI Prudential Bluechip Fund – Direct Growth

• AUM: 68,033.76 crore (as of April 30, 2025)

• NAV: 118.33 (as of June 3, 2025)

• Expense Ratio: 0.85%

• Overview: Large cap companies with strong financials. 

5. Kotak Equity Arbitrage Fund – Direct Growth

• AUM: 63,309 crore (as of April 30, 2025)

• NAV: 39.83 (as of June 3, 2025)

• Expense Ratio: 0.44% 

• Overview: Arbitrage fund to exploit cash and derivative market price differences for low risk returns. 

6. ICICI Prudential Balanced Advantage Fund – Direct Growth

• AUM: ?62,527.91 crore (as of April 30, 2025)

• NAV: ?80.96 (as of June 3, 2025)

• Expense Ratio: 0.85%

• Overview: Dynamic asset allocation fund which adjusts equity and debt exposure based on market conditions for optimal risk adjusted returns. 

7. HSBC Value Fund - Direct Plan - Growth

• AUM: 13,095.25 crore

• NAV: 120.20 (as of June 3, 2025)

• Expense Ratio: 0.78%

• Top Holdings: State Bank of India, ITC, Axis Bank

• Overview: This fund has consistently picked up undervalued large cap stocks and given good returns through stock selection and portfolio management. 

8. Nippon India Value Fund – Direct Plan – Growth

• AUM: 8,382 crore

• NAV: 240.96 (as of June 3, 2025)

• Expense Ratio: 1.09%

• Top Holdings: Infosys, HDFC Bank, ICICI Bank

• Overview: Undervalued companies with growth potential, bottom up approach and diversified portfolio. 

9. Aditya Birla Sun Life Pure Value Fund – Direct Plan – Growth

• AUM: 5,826 crore

• NAV: 138.25 (as of June 3, 2025)

• Expense Ratio: 1.09%

• Top Holdings: Infosys, HDFC Bank, ICICI Bank

• Overview: Pure value investing, companies trading below intrinsic value, long term capital appreciation.

10. ICICI Prudential Value Discovery Fund – Direct Plan – Growth

• AUM: 51,111.88 crore

• NAV: 505.08 (as of June 3, 2025)

• Expense Ratio: 1.00%

• Top Holdings: Infosys, HDFC Bank, ICICI Bank

• Overview: Consistent performer with disciplined value investment approach, large AUM and low expense ratio is a big advantage. 

Conclusion

Value funds give you an opportunity to invest in companies with strong fundamentals trading at a discount to their intrinsic value. The funds above have good performance, low expense ratio and good investment strategy. As always, invest only if you have assessed your risk tolerance and investment goals.

Disclaimer: Past performance is not a guarantee of future results. Consult your financial advisor before investing.