Compare mutual funds | Krystal Capitals

How much it grew
	A: The Wealth Company Large & Mid Cap Fund	B: Quant Large and Mid Cap Fund	C: Motilal Oswal Large and Midcap Fund	D: HSBC Large & Mid Cap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +11.0% a year	Not enough history	+12.6%	+18.7%Higher	+14.9%
1-year returnTotal over the last year	Not enough history	+5.8%Higher	+1.6%	+3.1%
5-year returnA year, on average	Not enough history	+11.9%	+16.0%Higher	+11.3%
Since launchA year, on average, with at least a year of history	Not enough history	+13.3%from Jan 2007	+19.7%Higherfrom Oct 2019	+15.1%from Apr 2019

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: The Wealth Company Large & Mid Cap Fund	B: Quant Large and Mid Cap Fund	C: Motilal Oswal Large and Midcap Fund	D: HSBC Large & Mid Cap Fund
Worst fallBiggest drop from a high, and when	Not enough history	−53.5%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: The Wealth Company Large & Mid Cap Fund	B: Quant Large and Mid Cap Fund	C: Motilal Oswal Large and Midcap Fund	D: HSBC Large & Mid Cap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	93%

Risk level

A: The Wealth Company Large & Mid Cap FundSee the fund house's risk level
B: Quant Large and Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
C: Motilal Oswal Large and Midcap FundVery High
From the fund house, as of 30 Sept 2026
D: HSBC Large & Mid Cap FundVery High
From the fund house, as of 30 Sept 2026

Often used for

What funds of this type are usually for

A: The Wealth Company Large & Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.
B: Quant Large and Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.
C: Motilal Oswal Large and Midcap FundLong-term goals. They invest mainly in big and mid-sized companies.
D: HSBC Large & Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.

Smallest SIP

The basics
	A: The Wealth Company Large & Mid Cap Fund	B: Quant Large and Mid Cap Fund	C: Motilal Oswal Large and Midcap Fund	D: HSBC Large & Mid Cap Fund
Risk level	See the fund house's risk level	Very HighFrom the fund house, as of 30 Sept 2026

Return in each calendar year.

Year by year
	A: The Wealth Company Large & Mid Cap Fund	B: Quant Large and Mid Cap Fund	C: Motilal Oswal Large and Midcap Fund	D: HSBC Large & Mid Cap Fund
2026 so far (total, not a yearly rate)	Not enough history	+5.8%	+7.5%Higher	+5.3%
2025	Not enough history	−2.0%Higher	−4.2%	−3.5%
2024	Not enough history	+17.8%	+46.1%Higher	+38.6%
2023	Not enough history	+32.2%	+38.0%Higher	+30.3%
2022	Not enough history	+13.0%Higher	+1.7%	−3.8%
2021	Not enough history	+36.8%	+40.8%Higher	+35.1%

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	Not enough history	−7.3%Oct 2010 – Oct 2013	+15.0%Smaller fallFeb 2020 – Feb 2023	+11.5%Jul 2019 – Jul 2022

Worst calendar yearThe year and its return	Not enough history	−44.3%in 2008	−4.2%in 2025	−3.8%Smaller fallin 2022

Ups and downsLast 3 years. Lower is steadier.	Not enough history	16.5%Steadier	19.2%	17.7%

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+16.6%	+25.2%Steadier	+19.2%

Often used forWhat funds of this type are usually for	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.