Compare mutual funds | Krystal Capitals

How much it grew
	A: Bank of India Value Fund	B: HSBC Value Fund	C: Quant Value Fund	D: Axis Value Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +10.4% a year	Not enough history	+13.6%	+17.4%Higher	+15.4%
1-year returnTotal over the last year	Not enough history	−0.6%	+8.5%Higher	+2.4%
5-year returnA year, on average	Not enough history	Not enough history	Not enough history	+12.7%
Since launchA year, on average, with at least a year of history	Not enough history	+16.5%from Nov 2022	+16.7%Higherfrom Dec 2021	+14.1%from Sept 2021

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Bank of India Value Fund	B: HSBC Value Fund	C: Quant Value Fund	D: Axis Value Fund
Worst fallBiggest drop from a high, and when	Not enough history	−19.9%Smaller fall

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Bank of India Value Fund	B: HSBC Value Fund	C: Quant Value Fund	D: Axis Value Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	Not enough history

Risk level

Often used for

What funds of this type are usually for

A: Bank of India Value FundLong-term goals, investing in out-of-favour companies.
B: HSBC Value FundLong-term goals, investing in out-of-favour companies.
C: Quant Value FundLong-term goals, investing in out-of-favour companies.
D: Axis Value FundLong-term goals, investing in out-of-favour companies.

Smallest SIP

The basics
	A: Bank of India Value Fund	B: HSBC Value Fund	C: Quant Value Fund	D: Axis Value Fund
Risk level	See the fund house's risk level	See the fund house's risk level	See the fund house's risk level

Return in each calendar year.

Past performance may or may not be sustained in future and is not a guarantee of future returns.

Worst 3-year stretchA year, from the unluckiest start date	Not enough history	Not enough history	+16.9%Smaller fallJan 2023 – Jan 2026	+16.3%Sept 2023 – Sept 2026

Worst calendar yearThe year and its return	Not enough history	+7.0%Smaller fallin 2025	−0.2%in 2025	−1.0%in 2022

Ups and downsLast 3 years. Lower is steadier.	Not enough history	16.0%	18.8%	14.1%Steadier

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	Not enough history	+21.2%	+21.7%Steadier

Often used forWhat funds of this type are usually for	Long-term goals, investing in out-of-favour companies.	Long-term goals, investing in out-of-favour companies.	Long-term goals, investing in out-of-favour companies.	Long-term goals, investing in out-of-favour companies.