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.
| Fund | ||
|---|---|---|
| Returns | ||
| 1 year | – | 15.3% |
| 3 yearsa year | – | 20.6% |
| Risk | ||
| Volatilitya year | – | 18.8% |
| Worst fall | −6.6% (best of these funds) | −24% |
| Best year | – | 84% |
| Worst year | – | -14% |
| Years in gain | – | 80% |
| Cost and size | ||
| Expense ratio | – | 0.92% |
| Fund size | – | ₹1,978 Cr |
| Minimum SIP | – | ₹1,000 |
| Lock-in | – | None |
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.