44
ValueAvoid
TempleTon India Value
TempleTon India · Direct–Growth · rank #11 of 21 by Smart Score
Trailing returns
1 Year
-1.7%
-2.2% vs index
3 Years
13.0%
+0.8% vs index
5 Years
15.5%
+3.6% vs index
Since launch
14.6%
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
-4.5%-2.8% vs index
Why this score
TempleTon India Value scores 44/100 — #11 of 21 Value fund (Avoid). It stands out for 5y return and volatility — beating 66% of peers on 5y return. The main drag is its 3y return (better than only 23% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
3Y return13.02% · 23rd percentile in category
Sharpe ratio0.50 · 21st percentile in category
5Y return15.53% · 66th percentile in category
Volatility13.18 · 79th percentile in category
Alpha0.11 · 21st percentile in category
Expense ratio1.06% · 69th percentile in category