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See up to 4 funds side by side, in plain words.
Add another Value & Contra fund:
Past performance may or may not be sustained in future and is not a guarantee of future returns.
3-year return
A year, on average
| A: Sundaram Value Fund | B: Axis Value Fund | C: HDFC Value Fund | |
|---|---|---|---|
| 3-year returnA year, on average | +5.3% | +15.4%Higher | +13.9% |
✓ marks the higher figure among these funds only. It is not a recommendation.
Worst fall
Biggest drop from a high, and when
Jan 2008 – Mar 2009
Oct 2021 – Jun 2022
Jan 2008 – Mar 2009
| A: Sundaram Value Fund | B: Axis Value Fund | C: HDFC Value Fund | |
|---|---|---|---|
| Worst fallBiggest drop from a high, and when | −57.9%Jan 2008 – Mar 2009 | −20.8%Smaller fallOct 2021 – Jun 2022 | −62.8%Jan 2008 – Mar 2009 |
3-year stretches that made money
Out of every 3-year stretch on record
| A: Sundaram Value Fund | B: Axis Value Fund | C: HDFC Value Fund | |
|---|---|---|---|
| 3-year stretches that made moneyOut of every 3-year stretch on record | 93% | 100%Steadier | 95% |
Risk level
Smallest SIP
| A: Sundaram Value Fund | B: Axis Value Fund | C: HDFC 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 |
| Smallest SIP | ₹100 a month | ₹100 a month |
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Regular plan, Growth option, from past prices up to 16 Oct 2026.
| Worst 3-year stretchA year, from the unluckiest start date |
|---|
| −9.3%Apr 2017 – Apr 2020 |
| +16.3%Smaller fallSept 2023 – Sept 2026 |
| −9.6%Apr 2017 – Apr 2020 |
| 12.9%Steadier |
| 14.1% |
| 13.8% |
| ₹100 a month |