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TempleTon India ValueDSP Value
| Metric | 40 TempleTon India Value TempleTon India Avoid | Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | -1.5% | 11.9%BEST | |
3Y return ↑ higher is better | 12.6% | 18.3%BEST | |
5Y return ↑ higher is better | 15.8%BEST | 14.2% | |
Since launch ↑ higher is better | 14.5% | 17.7%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | -2.7% | +10.8%BEST | |
3Y vs index fund minus its own index | +0.8% | +6.5%BEST | |
5Y vs index fund minus its own index | +3.5%BEST | +1.8% | |
Benchmark used | Nifty 500 | Nifty 500 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.46 | 1.21BEST | |
Sortino ratio ↑ higher is better | 0.63 | 1.49BEST | |
Std deviation ↓ lower is better | 13.20 | 11.33BEST | |
Alpha ↑ higher is better | 0.00 | 7.81BEST | |
Beta ≈1 moves with the market | 0.89 | 0.64 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 1.06%BEST | 1.73% | |
Fund size ↑ higher is better | ₹2.1k Cr | ₹5.2k CrBEST | |
Portfolio P/E ↓ lower is better | 14.12BEST | 18.28 | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Rajasa Kakulavarapu, Ajay Argal | Kaivalya Nadkarni, Abhishek Singh | |
Benchmark | — | Nifty 500 TRI | |
Riskometer | High | High | |
Start date | 01 Jan 2013 | 10 Dec 2020 | |
Returns
1Y return
-1.5%
11.9%BEST
3Y return
12.6%
18.3%BEST
5Y return
15.8%BEST
14.2%
3Y vs index· vs own category index
+0.8%
+6.5%BEST
Risk
Sharpe· ↑ better
0.46
1.21BEST
Sortino· ↑ better
0.63
1.49BEST
Std deviation· ↓ better
13.20
11.33BEST
Alpha· ↑ better
0.00
7.81BEST
Beta· ≈1 market-like
0.89
0.64
Cost & facts
Expense· ↓ better
1.06%BEST
1.73%
P/E· ↓ cheaper
14.1BEST
18.3
AUM
₹2.1k Cr
₹5.2k CrBEST
VR rating
★★★★★
★★★★★
Morningstar
★★★★★
★★★★★
Start date
01 Jan 2013
10 Dec 2020