33
ValueAvoid
TempleTon India Value
TempleTon India · Direct–Growth · rank #19 of 22 by Smart Score
Data updated
Trailing returns
1 Year
-1.5%
-4.5% vs index
3 Years
10.5%
-1.0% vs index
5 Years
14.0%
+3.6% vs index
Since launch
14.2%
Year-by-year performance
2021
+45.8%+15.2% vs index
2022
+16.6%+12.8% vs index
2023
+35.4%+8.9% vs index
2024
+16.6%+0.9% vs index
2025
+8.1%+0.4% vs index
2026
-7.2%-5.2% vs index
Why this score
TempleTon India Value scores 33/100 — #19 of 22 Value fund (Avoid). It stands out for volatility — beating 79% of peers on volatility. The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
3Y return10.53% · 8th percentile in category
Sharpe ratio0.28 · 7th percentile in category
Alpha-1.95 · 7th percentile in category
Sortino ratio0.38 · 8th percentile in category
Volatility13.18 · 79th percentile in category
1Y return-1.49% · 12th percentile in category
Top holdings
1.HDFC Bank Ltd7.45%
2.Axis Bank Ltd6.34%
3.ICICI Bank Ltd5.54%
4.Reliance Industries Ltd5.54%
5.Tata Consultancy Services Ltd4.36%
48 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.