Compare mutual funds | Krystal Capitals

How much it grew
	A: DSP Value Fund	B: Axis Value Fund	C: HDFC Value Fund	D: Kotak Contra Fund
3-year returnA year, on average	+14.7%Middle return of funds of this type we offer: +10.4% a year	+15.4%HigherMiddle return of funds of this type we offer: +10.4% a year	+13.9%Middle return of funds of this type we offer: +10.4% a year	+12.2%
1-year returnTotal over the last year	+3.7%Higher	+2.4%	+1.7%	−5.5%
5-year returnA year, on average	+11.1%	+12.7%Higher	+11.3%	+10.9%
Since launchA year, on average, with at least a year of history	+15.3%Higherfrom Dec 2020	+14.1%from Sept 2021	+13.1%from Apr 2006	+12.0%from Apr 2006

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: DSP Value Fund	B: Axis Value Fund	C: HDFC Value Fund	D: Kotak Contra Fund
Worst fallBiggest drop from a high, and when	−16.8%Smaller fallOct 2021 – Jun 2022	−20.8%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: DSP Value Fund	B: Axis Value Fund	C: HDFC Value Fund	D: Kotak Contra Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%	95%

Risk level

Often used for

What funds of this type are usually for

Smallest SIP

The basics
	A: DSP Value Fund	B: Axis Value Fund	C: HDFC Value Fund	D: Kotak Contra 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	+14.5%Apr 2022 – Apr 2025	+16.3%Smaller fallSept 2023 – Sept 2026	−9.6%Apr 2017 – Apr 2020	−7.1%May 2006 – Apr 2009

Worst calendar yearThe year and its return	−2.5%in 2022	−1.0%Smaller fallin 2022	−54.9%in 2008	−50.7%in 2008

Ups and downsLast 3 years. Lower is steadier.	10.5%Steadier	14.1%	13.8%	14.5%

Typical 3-year returnThe middle of all 3-year stretches, a year	+17.6%	+21.7%Steadier	+15.1%	+14.0%

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.