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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

TempleTon India ValueDSP Value

Funds

32AvoidValue

64BuyValue

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Returns (CAGR)
1Y return ↑ higher is better	-0.9%	9.9%BEST
3Y return ↑ higher is better	10.3%	16.8%BEST
5Y return ↑ higher is better	14.0%BEST	12.9%
Since launch ↑ higher is better	14.2%	17.0%BEST
Vs category benchmark
1Y vs index fund minus its own index	-3.7%	+7.2%BEST
3Y vs index fund minus its own index	-1.1%	+5.4%BEST
5Y vs index fund minus its own index	+3.7%BEST	+2.7%
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	0.29	1.07BEST
Sortino ratio ↑ higher is better	0.39	1.25BEST
Std deviation ↓ lower is better	13.17	11.12BEST
Alpha ↑ higher is better	-1.81	6.79BEST
Beta ≈1 moves with the market	0.89	0.63
Cost & size
Expense ratio ↓ lower is better	1.08%BEST	1.66%
Fund size ↑ higher is better	₹2.0k Cr	₹2.1k CrBEST
Portfolio P/E ↓ lower is better	14.07BEST	19.18
Ratings
Value Research 1–5 stars	★★★★★	★★★★★BEST
Morningstar 1–5 stars	—	—
Details
Fund manager	Rajasa Kakulavarapu, Ajay Argal	Kaivalya Nadkarni, Abhishek Singh
Benchmark	—	Nifty 500 TRI
Riskometer	High	High
Start date	01 Jan 2013	10 Dec 2020
Top 5 holdings
Biggest positions % of corpus, latest disclosure	HDFC Bank Ltd7.45% Axis Bank Ltd6.34% ICICI Bank Ltd5.54% Reliance Industries Ltd5.54% Tata Consultancy Services Ltd4.36%	not disclosed