Skip to content
SmartFigure
ICICI Prudential Mutual Fund

ICICI Prudential Value Fund (erstwhile Value Discovery Fund)

ICICI Prudential Mutual Fund · Direct plan · Growth

3-year returns
11%
a year
NAV
₹494.02
▼ 0.01% · 18 Sept 2026
Fund size
₹61,102 Cr
Expense ratio
1.08%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹446.99 and has returned 10.39% a year over 3 years.

Returns, and where it stands

Against the average value fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-6.3%1%behind19 of 21
3 years11%12.5%behind14 of 20
5 years14.1%12.3%ahead2 of 15
10 years14.3%13.3%ahead6 of 11
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3%-3%
3 months-3.5%-3.6%
6 months-2.6%-2.8%
1 year-6.3%-6.8%
2 yearsp.a.-1.7%-2.2%
3 yearsp.a.11%10.4%
5 yearsp.a.14.1%13.5%
7 yearsp.a.19.1%18.5%
10 yearsp.a.14.3%13.5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▼ 6.35% in the last 1Y

482.0516.5551.018 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹7,725
XIRR (per year)
2.76%
Value today
₹1,87,725

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 July 2026

  • Equity93.3%
  • Cash4.72%
  • Debt1.97%

Top holdings

The ten largest holdings and their share of the fund
ICICI Bank LtdBanks9.77%
HDFC Bank LtdBanks9.04%
Reliance Industries LtdPetroleum Products5.14%
ITC LtdDiversified FMCG4.52%
Sun Pharmaceutical Industries LtdPharmaceuticals & Biotechnology4.49%
Infosys LtdIT - Software4.46%
Maruti Suzuki India LtdAutomobiles3.52%
Hindustan Unilever LtdDiversified FMCG2.81%
Tata Consultancy Services LtdIT - Software2.79%
Axis Bank LtdBanks2.76%

and 62 more holdings.

Where the equity sits

  • Banks26.2%
  • Pharmaceuticals & Biotechnology9.08%
  • IT - Software7.84%
  • Insurance7.66%
  • Automobiles7.53%
  • Diversified FMCG7.33%
  • Petroleum Products5.41%
  • Finance2.92%

and 15 more sectors.

From the monthly portfolio ICICI Prudential Mutual Fund publishes for this scheme, as required by SEBI. Cash covers bank balances, treasury bills lent overnight and money due to the scheme, which carry no ISIN and so are shown as the remainder.Original disclosure

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
11.2% a year
3.2% less than the category average — the steadier side
Worst fall so far
−36.7%
Sept 2018 to Mar 2020, against −31% for the category.
Years that made money
85.5%
Of every one-year stretch it has been through.
Over any three years
-8.7% to 41.7%
A year, at worst and at best. Typically 18.8%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.80x
Expense ratio
1.08%
as of 31 Jul 2026

Managed by Sankaran Naren, Dharmesh Kakkad, Sharmila D'Silva, Masoomi Jhurmarvala

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

ICICI Prudential Value Fund (erstwhile Value Discovery Fund) against other funds in the Value Fund category
Fund1Y3Y5YExpenseFund size
Quant Value Fund15.3%20.59%0.92%₹1,978 Cr
Axis Value Fund7.24%17.92%1%₹1,880 Cr
LIC MF Value Fund19.27%17.04%1.84%₹302 Cr
DSP Value Fund5.23%15.48%12.4%1.7%₹2,220 Cr
HDFC Value Fund5.08%15.43%13.84%1.12%₹8,266 Cr
HSBC Value Fund1.9%15.29%0.91%₹15,373 Cr
ICICI Prudential Value Fund (erstwhile Value Discovery Fund)-6.35%10.97%14.08%1.08%₹61,102 Cr

About ICICI Prudential Value Fund (erstwhile Value Discovery Fund)

ICICI Prudential Value Fund (erstwhile Value Discovery Fund) is a value fund managed by ICICI Prudential Mutual Fund. Follow a value strategy, buying stocks the fund manager believes trade below their fair worth.

To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.

The scheme's stated objective, as published by ICICI Prudential Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹494.02120323
DirectIDCW₹111.53120322
RegularGrowth₹446.99102594
RegularIDCW₹33.81102595

Frequently asked questions

What is the NAV of ICICI Prudential Value Fund (erstwhile Value Discovery Fund) today?

The NAV of ICICI Prudential Value Fund (erstwhile Value Discovery Fund) (Direct plan, Growth) is ₹494.02 and the Regular plan NAV is ₹446.99, as of 18 Sept 2026.

What returns has ICICI Prudential Value Fund (erstwhile Value Discovery Fund) given?

Over the last year the Direct plan returned -6.35%, and 10.97% a year over 3 years and 14.08% a year over 5 years. That places it 14 of 20 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of ICICI Prudential Value Fund (erstwhile Value Discovery Fund)?

The Direct plan charges 1.08% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in ICICI Prudential Value Fund (erstwhile Value Discovery Fund)?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹500 or more.

How much has ICICI Prudential Value Fund (erstwhile Value Discovery Fund) fallen in the past?

Its deepest fall was 36.7% from 7 Sept 2018 to 23 Mar 2020. Of every one-year stretch in its history, 85% ended in a gain.

What does ICICI Prudential Value Fund (erstwhile Value Discovery Fund) invest in?

As on 31 Jul 2026 it held 72 positions, the largest being ICICI Bank Ltd (9.8%), HDFC Bank Ltd (9%), Reliance Industries Ltd (5.1%). Its biggest sector was banks at 26.2% of the fund. Portfolios change every month.

Which category does ICICI Prudential Value Fund (erstwhile Value Discovery Fund) belong to?

It is a Value Fund from ICICI Prudential Mutual Fund. Follow a value strategy, buying stocks the fund manager believes trade below their fair worth.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from ICICI Prudential Value Fund (erstwhile Value Discovery Fund) taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.