Compare funds

Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.

Pick funds to compare

2/5 selected

DSP ValueAxis Value Fund

Funds

68BuyValue

80Strong BuyValue

Add (3)

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