Compare mutual funds | Krystal Capitals

How much it grew
	A: Quantum Value Fund	B: DSP Value Fund	C: HSBC Value Fund	D: LIC MF Value Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +10.4% a year	+8.4%	+14.7%	+13.6%	+15.0%Higher
1-year returnTotal over the last year	−8.8%	+3.7%	−0.6%	+15.1%Higher
5-year returnA year, on average	+7.7%	+11.1%Higher	Not enough history	Not enough history
Since launchA year, on average, with at least a year of history	+9.5%from Apr 2017	+15.3%from Dec 2020	+16.5%Higherfrom Nov 2022	+15.0%from Jul 2023

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Quantum Value Fund	B: DSP Value Fund	C: HSBC Value Fund	D: LIC MF Value Fund
Worst fallBiggest drop from a high, and when	−40.3%Jun 2019 – Mar 2020	−16.8%Smaller fall

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Quantum Value Fund	B: DSP Value Fund	C: HSBC Value Fund	D: LIC MF Value Fund
3-year stretches that made moneyOut of every 3-year stretch on record	90%	100%Steadier

Risk level

Often used for

What funds of this type are usually for

Smallest SIP

The basics
	A: Quantum Value Fund	B: DSP Value Fund	C: HSBC Value Fund	D: LIC MF 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	−9.7%Apr 2017 – Apr 2020	+14.5%Smaller fallApr 2022 – Apr 2025	Not enough history	Not enough history

Worst calendar yearThe year and its return	−1.4%in 2019	−2.5%in 2022	+7.0%Smaller fallin 2025	−6.9%in 2025

Ups and downsLast 3 years. Lower is steadier.	12.3%	10.5%Steadier	16.0%	17.2%

Typical 3-year returnThe middle of all 3-year stretches, a year	+15.0%	+17.6%Steadier	Not enough history	Not enough history

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.