Compare mutual funds | Krystal Capitals

How much it grew
	A: HSBC Value Fund	B: Kotak Contra Fund	C: Quant Value Fund	D: DSP Value Fund
3-year returnA year, on average	+13.6%Middle return of funds of this type we offer: +10.4% a year	+12.2%	+17.4%HigherMiddle return of funds of this type we offer: +10.4% a year	+14.7%Middle return of funds of this type we offer: +10.4% a year
1-year returnTotal over the last year	−0.6%	−5.5%	+8.5%Higher	+3.7%
5-year returnA year, on average	Not enough history	+10.9%	Not enough history	+11.1%Higher
Since launchA year, on average, with at least a year of history	+16.5%from Nov 2022	+12.0%from Apr 2006	+16.7%Higherfrom Dec 2021	+15.3%from Dec 2020

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: HSBC Value Fund	B: Kotak Contra Fund	C: Quant Value Fund	D: DSP Value Fund
Worst fallBiggest drop from a high, and when	−19.9%Sept 2024 – Mar 2025	−58.4%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: HSBC Value Fund	B: Kotak Contra Fund	C: Quant Value Fund	D: DSP Value Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	97%

Risk level

Often used for

What funds of this type are usually for

Smallest SIP

The basics
	A: HSBC Value Fund	B: Kotak Contra Fund	C: Quant Value Fund	D: DSP 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	−7.1%May 2006 – Apr 2009	+16.9%Smaller fallJan 2023 – Jan 2026	+14.5%Apr 2022 – Apr 2025

Worst calendar yearThe year and its return	+7.0%Smaller fallin 2025	−50.7%in 2008	−0.2%in 2025	−2.5%in 2022

Ups and downsLast 3 years. Lower is steadier.	16.0%	14.5%	18.8%	10.5%Steadier

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+14.0%	+21.2%Steadier	+17.6%

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.