Compare mutual funds | Krystal Capitals

How much it grew
	A: Union Value Fund	B: DSP Value Fund	C: Quant Value Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +10.4% a year	+9.7%	+14.7%	+17.4%Higher
1-year returnTotal over the last year	−3.2%	+3.7%	+8.5%Higher
5-year returnA year, on average	+9.5%	+11.1%Higher	Not enough history
Since launchA year, on average, with at least a year of history	+13.7%from Dec 2018	+15.3%from Dec 2020	+16.7%Higherfrom Dec 2021

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Union Value Fund	B: DSP Value Fund	C: Quant Value Fund
Worst fallBiggest drop from a high, and when	−37.7%Jan 2020 – Mar 2020	−16.8%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

How steady it was
	A: Union Value Fund	B: DSP Value Fund	C: Quant Value Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%	100%
Ups and downsLast 3 years. Lower is steadier.

Risk level

Often used for

What funds of this type are usually for

Smallest SIP

The basics
	A: Union Value Fund	B: DSP 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
Often used forWhat funds of this type are usually for	Long-term goals, investing in out-of-favour companies.

Return in each calendar year.

Past performance may or may not be sustained in future and is not a guarantee of future returns.