Compare mutual funds | Krystal Capitals

How much it grew
	A: Union Value Fund	B: DSP Value Fund	C: Quant Value Fund	D: Axis 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	+15.4%
1-year returnTotal over the last year	−3.2%	+3.7%	+8.5%Higher	+2.4%
5-year returnA year, on average	+9.5%	+11.1%	Not enough history	+12.7%Higher
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	+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: Union Value Fund	B: DSP Value Fund	C: Quant Value Fund	D: Axis Value Fund
Worst fallBiggest drop from a high, and when	−37.7%Jan 2020 – 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: Union Value Fund	B: DSP Value Fund	C: Quant Value Fund	D: Axis Value Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%	100%

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	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	+9.7%Sept 2023 – Sept 2026	+14.5%Apr 2022 – Apr 2025	+16.9%Smaller fallJan 2023 – Jan 2026	+16.3%Sept 2023 – Sept 2026

Worst calendar yearThe year and its return	+4.6%Smaller fallin 2019	−2.5%in 2022	−0.2%in 2025	−1.0%in 2022

Ups and downsLast 3 years. Lower is steadier.	14.7%	10.5%Steadier	18.8%	14.1%

Typical 3-year returnThe middle of all 3-year stretches, a year	+18.8%	+17.6%	+21.2%	+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.