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: Union Value Fund | B: Axis Value Fund | C: Quant Value Fund | |
|---|---|---|---|
| 3-year returnA year, on average | +9.7% | +15.4% | +17.4%Higher |
✓ marks the higher figure among these funds only. It is not a recommendation.
Worst fall
Biggest drop from a high, and when
Jan 2020 – Mar 2020
Oct 2021 – Jun 2022
Jul 2024 – Mar 2025
| A: Union Value Fund | B: Axis Value Fund | C: Quant Value Fund | |
|---|---|---|---|
| Worst fallBiggest drop from a high, and when | −37.7%Jan 2020 – Mar 2020 | −20.8%Smaller fallOct 2021 – Jun 2022 | −24.7%Jul 2024 – Mar 2025 |
3-year stretches that made money
Out of every 3-year stretch on record
| A: Union Value Fund | B: Axis Value Fund | C: Quant Value Fund | |
|---|---|---|---|
| 3-year stretches that made moneyOut of every 3-year stretch on record | 100% | 100% | 100% |
Risk level
Smallest SIP
| A: Union Value Fund | B: Axis Value Fund | C: Quant 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 | ₹500 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 |
|---|
| +9.7%Sept 2023 – Sept 2026 |
| +16.3%Sept 2023 – Sept 2026 |
| +16.9%Smaller fallJan 2023 – Jan 2026 |
| 14.1%Steadier |
| 18.8% |
| ₹1,000 a month |