28
ValueAvoid
TempleTon India Value
TempleTon India · Direct–Growth · rank #19 of 23 by Smart Score
Data updated
Trailing returns
1 Year
-6.6%
-1.9% vs index
3 Years
8.4%
-0.9% vs index
5 Years
10.9%
+3.0% vs index
Since launch
13.8%
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
-10.0%-4.0% vs index
Why this score
TempleTon India Value scores 28/100 — #19 of 23 Value fund (Avoid). It stands out for volatility — beating 83% 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 return8.45% · 8th percentile in category
Sharpe ratio0.15 · 7th percentile in category
5Y return10.89% · 31st percentile in category
Alpha-1.81 · 7th percentile in category
Sortino ratio0.20 · 8th percentile in category
Volatility13.21 · 83rd percentile in category
Top holdings
1.HDFC Bank Ltd7.84%
2.Axis Bank Ltd7.02%
3.ICICI Bank Ltd5.67%
4.Reliance Industries Ltd4.93%
5.Cipla Ltd3.72%
47 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.