Value and contra funds: Add the other if it diversifies your portfolio
Last Update Date: 06-10-2026
Published by Business Standard
Abhishek Kumar's role: Quoted
Abhishek Kumar said investors looking for quick gains or unable to bear long periods of underperformance should stay away from value funds. He suggested not holding both types if their portfolios overlap, and looking at execution style rather than the label.
More of Abhishek's views on mutual funds
The article explains value and contra mutual funds after a Sebi circular let fund houses offer both, provided their portfolios overlap by no more than half. It compares the two styles, their strengths and risks, when each tends to do well, who should consider them, and whether to hold both.
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Value and contra funds: Add the other if it diversifies your portfolio