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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

DSP ValueHSBC Value Fund

Funds

68BuyValue

75BuyValue

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Returns (CAGR)
1Y return ↑ higher is better	5.2%BEST	1.9%
3Y return ↑ higher is better	15.4%BEST	15.3%
5Y return ↑ higher is better	12.4%	15.8%BEST
Since launch ↑ higher is better	16.6%	18.5%BEST
Vs category benchmark
1Y vs index fund minus its own index	+7.3%BEST	+4.0%
3Y vs index fund minus its own index	+5.6%BEST	+5.4%
5Y vs index fund minus its own index	+2.9%	+6.3%BEST
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	1.08BEST	0.78
Sortino ratio ↑ higher is better	1.13BEST	0.73
Std deviation ↓ lower is better	11.12BEST	16.27
Alpha ↑ higher is better	6.86BEST	4.27
Beta ≈1 moves with the market	0.63	1.01
Cost & size
Expense ratio ↓ lower is better	1.61%	0.90%BEST
Fund size ↑ higher is better	₹2.1k Cr	₹15.4k CrBEST
Portfolio P/E ↓ lower is better	17.98BEST	19.46
Ratings
Value Research 1–5 stars	★★★★★BEST	—
Morningstar 1–5 stars	★★★★★	★★★★★BEST
Details
Fund manager	Kaivalya Nadkarni, Abhishek Singh	Venugopal Manghat
Benchmark	Nifty 500 TRI	Nifty 500 TRI
Riskometer	High	High
Start date	10 Dec 2020	01 Jan 2013
Top 5 holdings
Biggest positions % of corpus, latest disclosure	not disclosed	ICICI Bank Ltd4.2% HDFC Bank Ltd4.15% Karur Vysya Bank Ltd3.57% The Federal Bank Ltd3.37% State Bank of India3.17%