31
ValueAvoid
TempleTon India Value
TempleTon India · Direct–Growth · rank #20 of 22 by Smart Score
Data updated
Trailing returns
1 Year
-5.6%
-3.5% vs index
3 Years
8.7%
-1.1% vs index
5 Years
13.0%
+3.5% vs index
Since launch
14.0%
Year-by-year performance
2021
+45.8%+15.2% vs index
2022
+16.6%+12.8% vs index
2023
+35.4%+8.9% vs index
2024
+16.6%+0.9% vs index
2025
+8.1%+0.4% vs index
2026
-8.6%-5.0% vs index
Why this score
TempleTon India Value scores 31/100 — #20 of 22 Value fund (Avoid). It stands out for volatility — beating 83% of peers on volatility. The main drag is its 3y return (better than only 13% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
3Y return8.74% · 13th percentile in category
Sharpe ratio0.17 · 8th percentile in category
Alpha-1.94 · 8th percentile in category
Sortino ratio0.23 · 8th percentile in category
Volatility13.13 · 83rd percentile in category
1Y return-5.60% · 12th percentile in category
Top holdings
1.HDFC Bank Ltd7.38%
2.Axis Bank Ltd7%
3.ICICI Bank Ltd5.86%
4.Reliance Industries Ltd4.98%
5.Tata Consultancy Services Ltd4.62%
47 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.