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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

JM ValueAxis Value Fund

Funds

42AvoidValue

80Strong BuyValue

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Returns (CAGR)
1Y return ↑ higher is better	-1.3%	7.2%BEST
3Y return ↑ higher is better	12.3%	17.9%BEST
5Y return ↑ higher is better	14.9%BEST	—
Since launch ↑ higher is better	15.8%	16.6%BEST
Vs category benchmark
1Y vs index fund minus its own index	+0.8%	+9.3%BEST
3Y vs index fund minus its own index	+2.5%	+8.1%BEST
5Y vs index fund minus its own index	+5.4%BEST	—
Benchmark used	Nifty 500	Nifty 500
Risk
Sharpe ratio ↑ higher is better	0.49	0.94BEST
Sortino ratio ↑ higher is better	0.45	1.10BEST
Std deviation ↓ lower is better	19.10	15.03BEST
Alpha ↑ higher is better	-0.08	6.43BEST
Beta ≈1 moves with the market	1.14	0.94
Cost & size
Expense ratio ↓ lower is better	1.58%	0.98%BEST
Fund size ↑ higher is better	₹821 Cr	₹1.9k CrBEST
Portfolio P/E ↓ lower is better	20.24BEST	25.65
Ratings
Value Research 1–5 stars	★★★★★	★★★★★BEST
Morningstar 1–5 stars	★★★★★	★★★★★BEST
Details
Fund manager	Satish Ramanathan, Asit Bhandarkar	Nitin Arora
Benchmark	BSE 500 TRI	Nifty 500 TRI
Riskometer	High	High
Start date	01 Jan 2013	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%