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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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DSP ValueAxis Value Fund

Funds

64BuyValue

78Strong BuyValue

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