See up to 4 funds side by side, in plain words.
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: HSBC Value Fund | C: DSP Value Fund | D: HDFC Value Fund | |
|---|---|---|---|---|
| 3-year returnA year, on average | +9.7% | +13.6% | +14.7%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 2020 – Mar 2020
Sept 2024 – Mar 2025
Oct 2021 – Jun 2022
Jan 2008 – Mar 2009
| A: Union Value Fund | B: HSBC Value Fund | C: DSP Value Fund | D: HDFC Value Fund | |
|---|---|---|---|---|
| Worst fallBiggest drop from a high, and when | −37.7%Jan 2020 – Mar 2020 | −19.9%Sept 2024 – Mar 2025 |
3-year stretches that made money
Out of every 3-year stretch on record
| A: Union Value Fund | B: HSBC Value Fund | C: DSP Value Fund | D: HDFC Value Fund | |
|---|---|---|---|---|
| 3-year stretches that made moneyOut of every 3-year stretch on record | 100% | Not enough history |
Risk level
Smallest SIP
| A: Union Value Fund | B: HSBC Value Fund | C: DSP Value Fund | D: 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 |
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.
Apr 2017 – Apr 2020
in 2008
| −62.8%Jan 2008 – Mar 2009 |
| 95% |
| Smallest SIP | ₹500 a month | ₹500 a month | ₹100 a month | ₹100 a month |
|---|