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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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NJ Value FundHDFC Value Fund

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2AvoidValue

68BuyValue

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Returns (CAGR)
1Y return ↑ higher is better	—	10.4%BEST
3Y return ↑ higher is better	—	17.8%BEST
5Y return ↑ higher is better	—	15.6%BEST
Since launch ↑ higher is better	—	16.1%BEST
Vs category benchmark
1Y vs index fund minus its own index	—	+5.4%BEST
3Y vs index fund minus its own index	—	+5.0%BEST
5Y vs index fund minus its own index	—	+3.7%BEST
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	—	0.78BEST
Sortino ratio ↑ higher is better	—	1.13BEST
Std deviation ↓ lower is better	—	15.61BEST
Alpha ↑ higher is better	—	3.04BEST
Beta ≈1 moves with the market	—	0.99
Cost & size
Expense ratio ↓ lower is better	—	1.14%BEST
Fund size ↑ higher is better	₹0 Cr	₹7.6k CrBEST
Portfolio P/E ↓ lower is better	—	24.11BEST
Ratings
Value Research 1–5 stars	—	★★★★★BEST
Morningstar 1–5 stars	—	—
Details
Fund manager	—	Anand Laddha
Benchmark	—	Nifty 500 TRI
Riskometer	High	High
Start date	03 Aug 2026	01 Jan 2013
Top 5 holdings
Biggest positions % of corpus, latest disclosure	not disclosed	ICICI Bank Ltd6.8% HDFC Bank Ltd5.44% Axis Bank Ltd4.3% State Bank of India3.59% Bharti Airtel Ltd3.17%