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Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.

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2/5 selected

Axis Value FundDSP Value

Funds

78Strong BuyValue

64BuyValue

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Returns (CAGR)
1Y return ↑ higher is better	12.4%BEST	9.9%
3Y return ↑ higher is better	18.9%BEST	16.8%
5Y return ↑ higher is better	—	12.9%BEST
Since launch ↑ higher is better	17.1%BEST	17.0%
Vs category benchmark
1Y vs index fund minus its own index	+9.7%BEST	+7.2%
3Y vs index fund minus its own index	+7.5%BEST	+5.4%
5Y vs index fund minus its own index	—	+2.7%BEST
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	0.93	1.07BEST
Sortino ratio ↑ higher is better	1.20	1.25BEST
Std deviation ↓ lower is better	15.03	11.12BEST
Alpha ↑ higher is better	6.42	6.79BEST
Beta ≈1 moves with the market	0.94	0.63
Cost & size
Expense ratio ↓ lower is better	1.00%BEST	1.66%
Fund size ↑ higher is better	₹1.8k Cr	₹2.1k CrBEST
Portfolio P/E ↓ lower is better	25.68	19.18BEST
Ratings
Value Research 1–5 stars	★★★★★BEST	★★★★★
Morningstar 1–5 stars	—	—
Details
Fund manager	Nitin Arora	Kaivalya Nadkarni, Abhishek Singh
Benchmark	Nifty 500 TRI	Nifty 500 TRI
Riskometer	High	High
Start date	22 Sept 2021	10 Dec 2020
Top 5 holdings
Biggest positions % of corpus, latest disclosure	Oil & Natural Gas Corporation Ltd5.13% Hindalco Industries Ltd5.07% State Bank of India5.04% Grasim Industries Ltd5.03% Power Grid Corporation of India Ltd4.96%	not disclosed