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NJ Value Fund vs Quant Value Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • NJ Value Fund
  • Quant Value Fund
NJ Value Fund compared with Quant Value Fund
FundNJ Mutual FundNJ Value FundValue Fund · Direct planNAV ₹9.53quant Mutual FundQuant Value FundValue Fund · Direct planNAV ₹23.91
Returns
1 year15.3%
3 yearsa year20.6%
Risk
Volatilitya year18.8%
Worst fall−6.6% (best of these funds)−24%
Best year84%
Worst year-14%
Years in gain80%
Cost and size
Expense ratio0.92%
Fund size₹1,978 Cr
Minimum SIP₹1,000
Lock-inNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.