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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

Axis Value FundDSP Value

Funds

80Strong BuyValue

68BuyValue

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Returns (CAGR)
1Y return ↑ higher is better	7.2%BEST	5.2%
3Y return ↑ higher is better	17.9%BEST	15.4%
5Y return ↑ higher is better	—	12.4%BEST
Since launch ↑ higher is better	16.6%BEST	16.6%
Vs category benchmark
1Y vs index fund minus its own index	+9.3%BEST	+7.3%
3Y vs index fund minus its own index	+8.1%BEST	+5.6%
5Y vs index fund minus its own index	—	+2.9%BEST
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	0.94	1.08BEST
Sortino ratio ↑ higher is better	1.10	1.13BEST
Std deviation ↓ lower is better	15.03	11.12BEST
Alpha ↑ higher is better	6.43	6.86BEST
Beta ≈1 moves with the market	0.94	0.63
Cost & size
Expense ratio ↓ lower is better	0.98%BEST	1.61%
Fund size ↑ higher is better	₹1.9k Cr	₹2.1k CrBEST
Portfolio P/E ↓ lower is better	25.65	17.98BEST
Ratings
Value Research 1–5 stars	★★★★★BEST	★★★★★
Morningstar 1–5 stars	★★★★★BEST	★★★★★
Details
Fund manager	Nitin Arora	Kaivalya Nadkarni, Abhishek Singh
Benchmark	Nifty 500 TRI	Nifty 500 TRI
Riskometer	High	High
Start date	22 Sept 2021	10 Dec 2020
Top 5 holdings
Biggest positions % of corpus, latest disclosure	Grasim Industries Ltd5.5% Hindalco Industries Ltd5.31% State Bank of India5.23% Vedanta Ltd5.03% Oil & Natural Gas Corporation Ltd4.93%	not disclosed