Compare mutual funds | Krystal Capitals

How much it grew
	A: Kotak Contra Fund	B: HDFC Value Fund	C: HSBC Value Fund	D: Axis Value Fund
3-year returnA year, on average	+12.2%	+13.9%Middle return of funds of this type we offer: +10.4% a year	+13.6%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
1-year returnTotal over the last year	−5.5%	+1.7%	−0.6%	+2.4%Higher
5-year returnA year, on average	+10.9%	+11.3%	Not enough history	+12.7%Higher
Since launchA year, on average, with at least a year of history	+12.0%from Apr 2006	+13.1%from Apr 2006	+16.5%Higherfrom Nov 2022	+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: Kotak Contra Fund	B: HDFC Value Fund	C: HSBC Value Fund	D: Axis Value Fund
Worst fallBiggest drop from a high, and when	−58.4%Jan 2008 – Mar 2009	−62.8%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Kotak Contra Fund	B: HDFC Value Fund	C: HSBC Value Fund	D: Axis Value Fund
3-year stretches that made moneyOut of every 3-year stretch on record	97%	95%

Risk level

Often used for

What funds of this type are usually for

Smallest SIP

The basics
	A: Kotak Contra Fund	B: HDFC Value Fund	C: HSBC 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	−7.1%May 2006 – Apr 2009	−9.6%Apr 2017 – Apr 2020	Not enough history	+16.3%Smaller fallSept 2023 – Sept 2026

Worst calendar yearThe year and its return	−50.7%in 2008	−54.9%in 2008	+7.0%Smaller fallin 2025	−1.0%in 2022

Ups and downsLast 3 years. Lower is steadier.	14.5%	13.8%Steadier	16.0%	14.1%

Typical 3-year returnThe middle of all 3-year stretches, a year	+14.0%	+15.1%	Not enough history	+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.