Compare funds
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 selectedJM ValueDSP Value
| Returns (CAGR) | ||||
1Y return | -1.3% | 5.2%BEST | ||
3Y return | 12.3% | 15.4%BEST | ||
5Y return | 14.9%BEST | 12.4% | ||
Since launch | 15.8% | 16.6%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +0.8% | +7.3%BEST | ||
3Y vs index | +2.5% | +5.6%BEST | ||
5Y vs index | +5.4%BEST | +2.9% | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.49 | 1.08BEST | ||
Sortino ratio | 0.45 | 1.13BEST | ||
Std deviation | 19.10 | 11.12BEST | ||
Alpha | -0.08 | 6.86BEST | ||
Beta | 1.14 | 0.63 | ||
| Cost & size | ||||
Expense ratio | 1.58%BEST | 1.61% | ||
Fund size | ₹821 Cr | ₹2.1k CrBEST | ||
Portfolio P/E | 20.24 | 17.98BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Satish Ramanathan, Asit Bhandarkar | Kaivalya Nadkarni, Abhishek Singh | ||
Benchmark | BSE 500 TRI | Nifty 500 TRI | ||
Riskometer | High | High | ||
Start date | 01 Jan 2013 | 10 Dec 2020 | ||