📊 Value/Contra Fund · Deep Analysis

ICICI Prudential Value Fund (erstwhile Value Discovery Fund)

ICICI Prudential Mutual Fund · Direct Growth · SEBI Category: Value/Contra

Current NAV ₹497.5300 (-0.01% today) As of 04 Jun 2026
1 Year Return -1.5%
3 Year CAGR +16.7% p.a.
5 Year CAGR +17.1% p.a.
AAUM ₹58.9K Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 2,565 daily NAV records
Fund Overview

ICICI Prudential Value Fund (erstwhile Value Discovery Fund) — Quick Summary

ICICI Prudential Value Discovery Fund is India's largest value fund by AUM at over ₹58,000 crore — a position reflecting decades of consistent contrarian value investing under Sankaran Naren's leadership. The fund identifies stocks and sectors that are trading below their intrinsic value — typically using low price-to-book and low price-to-earnings screens — and holds them patiently until the market recognises their worth.

The fund has delivered significant alpha over its 20+ year history by investing in sectors and stocks that were deeply out of favour — PSU stocks in 2013-2014, banking stocks during the NPA cycle in 2018-2020, commodity stocks during the recovery in 2020-2022. Naren's willingness to be contrarian when the entire market is moving in one direction is the defining characteristic of this fund.

Fund House
ICICI Prudential Mutual Fund
SEBI Category
Value/Contra
Benchmark
Nifty 500 Value 50 TRI
Fund Manager
Sankaran Naren & Dharmesh Kakkad
AMFI Code
120323
Risk Level
Very High
NAV Records in DB
2,565 days
Quarterly Average AUM · Jan–Mar 2026
₹58.9K Cr
↑ Increased by 1.8% vs Oct–Dec 2025 · ₹57.9K Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
📊
✓ Suitable For
Patient long-term investors with 7+ year horizon who genuinely believe in value investing philosophy. Experienced investors who can hold through 2-4 years of underperformance versus growth funds. Those who want a style diversifier — a value fund alongside their growth-oriented equity funds.
India's largest value fund with 20+ year track record. Managed by one of India's most respected contrarian investors. Proven ability to identify and hold deeply unloved sectors before recovery. Significant long-term alpha generation through disciplined value discipline.
✗ Not Suitable For
Investors who need consistent short-term performance — value funds can underperform growth funds for 3-5 year periods. Those who cannot hold out-of-favour sectors while watching momentum stocks rally. Investors with horizons under 5 years.
Who Runs This Fund

Fund Manager

SN
Sankaran Naren & Dharmesh Kakkad
ICICI Prudential Mutual Fund · Managing since January 2004

Sankaran Naren is Chief Investment Officer at ICICI Prudential Mutual Fund and is the primary architect of the value discovery philosophy that defines this fund. He co-manages with Dharmesh Kakkad. Naren is one of India's most respected contrarian investors — known for reducing equity during expensive markets, deploying aggressively during corrections and rotating into deeply unloved sectors before they recover.

For current co-manager details and full biography, refer to the latest ICICI Prudential Mutual Fund factsheet on AMFI or the AMC website.

What to Factor In

Things to Consider

Informational points to help you form your own view — not judgements or recommendations.

AMFI Code · Informational
AMFI Scheme Code: 120323
The official AMFI scheme code for ICICI Prudential Value Fund (erstwhile Value Discovery Fund) Direct Growth is 120323. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
ICICI Prudential Value Discovery Fund has grown to ₹58,000+ crore AUM — making it one of the largest equity funds in India. At this scale, truly contrarian bets become harder to make — deploying ₹5,000-10,000 crore in a single deeply unloved stock moves prices. Monitor whether the fund's actual portfolio divergence from the benchmark remains meaningful as AUM continues to grow.
Investment Objective
As per Scheme Information Document
To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Value & Contra Funds Compared

Live data. Current fund highlighted. Click any fund name for full analysis.

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
ICICI Prudential Value Discovery Fund ▲ ₹497.53 ₹58.9K Cr Jan–Mar 2026 -1.5% +16.7% p.a. +17.1% p.a. 1.00
SBI Contra Fund ₹405.05 ₹46.9K Cr Jan–Mar 2026 -1.4% +15.7% p.a. +17.9% p.a. 0.80
HSBC Value Fund ₹124.85 ₹14.0K Cr Jan–Mar 2026 +3.4% +20.8% p.a. 0.98
Nippon India Value Fund ₹240.13 ₹8.7K Cr Jan–Mar 2026 -0.9% +18.9% p.a. +16.5% p.a. 0.94
UTI Value Fund ₹175.37 ₹7.9K Cr Jan–Mar 2026 -2.1% +15.3% p.a. +13.3% p.a. 0.81
Best value in each column shown in green. AAUM from latest AMFI quarterly filing. Returns calculated from daily NAV history.
Performance

Fund Returns

Calculated from 2,565 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.

1M / 3M / 6M / 1Y — simple point-to-point return  ·  3Y / 5Y / 10Y — CAGR (compounded annual growth rate)

1 MonthPoint-to-point
-1.7%
3 MonthPoint-to-point
-5.4%
6 MonthPoint-to-point
-8.5%
1 YearPoint-to-point
-1.5%
3 YearCAGR
+16.7% p.a.
5 YearCAGR
+17.1% p.a.
10 YearCAGR
+15.6% p.a.
₹1 Lakh → 5YLump sum growth
₹215,605

Best & Worst Periods Ever

Based on all rolling windows in full NAV history. Dates show the start and end of each period.

Best 1Y WindowSimple return
+98.0%
Mar 2020 – Mar 2021
Worst 1Y WindowSimple return
-31.1%
Mar 2019 – Mar 2020
Best 3Y CAGRCAGR p.a.
+43.0% p.a.
Mar 2020 – Apr 2023
Worst 3Y CAGRCAGR p.a.
-8.0% p.a.
Feb 2017 – Mar 2020

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025
+14.4%
2024
+20.7%
2023
+32.1%
2022
+15.6%
2021
+39.3%
2020
+23.6%
2019
+1.2%
2018
-3.3%
2017
+25.2%
Consistency Analysis

Rolling Returns ℹ️ What is this?

Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →

1Y Rolling Avg
19.0%
Positive in 89% of windows
Best: 98.0% · Worst: -31.1%
3Y Rolling Avg
18.6% p.a.
Positive in 97% of windows
Best: 43.0% · Worst: -8.0%
5Y Rolling Avg
20.3% p.a.
Positive in 100% of windows
Best: 36.7% · Worst: 11.8%
1-Year Rolling Returns Each bar = 1Y return starting from that date
Risk Analysis

Maximum Drawdown ℹ️ What is this?

How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.

Max Drawdown Ever
-36.7%
Sep 2018 → Mar 2020
Recovered: Nov 2020 (11 mos)
Current from Peak
-9.3%
All-time Peak: ₹551.95
Peak date: Jan 2026

How the fund behaved in key crisis periods

Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.

2024–25 Tariff / Correction
-14.0%
Sep 27, 2024 – Apr 7, 2025
Recovered: Sep 2025 (9 mos)
COVID-19 Crash
-31.1%
Feb 19 – Mar 23, 2020
Recovered: Jul 2020 (6 mos)
2022 Rate Hike Cycle
-12.4%
Jan 17 – Jun 17, 2022
Recovered: Aug 2022 (3 mos)
2018 IL&FS Crisis
-11.3%
Aug 28 – Oct 26, 2018
Recovered: Nov 2020 (2yr 11mo)
Risk Metrics

Risk Ratios

Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →

Sharpe Ratio (3Y)
1.00
Return per unit of total risk. >1 is good. Learn more →
Sortino Ratio (3Y)
1.44
Like Sharpe but only penalises downside volatility. Learn more →
Std Deviation (3Y)
11.0%
Annualised monthly volatility. Lower = more consistent returns. Learn more →
📊
Want to see what ICICI Prudential Value Fund (erstwhile Value Discovery Fund) is actually holding?

Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.

Full current portfolio — all stocks, weights, sectors
New entries and exits over the last 3 months
Sector allocation and month-over-month changes
Updated monthly from official AMC disclosures
See Portfolio Holdings →
← Compare all Value/Contra Funds

See how ICICI Prudential Value Fund (erstwhile Value Discovery Fund) ranks against other Value/Contra funds on returns, drawdown, Sharpe ratio and AAUM — side by side.

Learn the Metrics
📖 Deep Dive
CAGR, Sharpe, Sortino & Std Dev
What these numbers mean and how to use them
📖 Deep Dive
Drawdown & Rolling Returns
Why these reveal more than any CAGR figure
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.
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⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.