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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

NJ Value FundDSP Value

Funds

2AvoidValue

69BuyValue

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Returns (CAGR)
1Y return ↑ higher is better	—	15.9%BEST
3Y return ↑ higher is better	—	18.1%BEST
5Y return ↑ higher is better	—	14.3%BEST
Since launch ↑ higher is better	—	17.8%BEST
Vs category benchmark
1Y vs index fund minus its own index	—	+10.8%BEST
3Y vs index fund minus its own index	—	+5.3%BEST
5Y vs index fund minus its own index	—	+2.4%BEST
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	—	1.21BEST
Sortino ratio ↑ higher is better	—	1.46BEST
Std deviation ↓ lower is better	—	11.33BEST
Alpha ↑ higher is better	—	7.81BEST
Beta ≈1 moves with the market	—	0.64
Cost & size
Expense ratio ↓ lower is better	—	1.73%BEST
Fund size ↑ higher is better	₹0 Cr	₹5.2k CrBEST
Portfolio P/E ↓ lower is better	—	18.28BEST
Ratings
Value Research 1–5 stars	—	★★★★★BEST
Morningstar 1–5 stars	—	—
Details
Fund manager	—	Kaivalya Nadkarni, Abhishek Singh
Benchmark	—	Nifty 500 TRI
Riskometer	High	High
Start date	03 Aug 2026	10 Dec 2020