Compare mutual funds | Krystal Capitals

How much it grew
	A: Samco Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: HSBC Midcap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +14.0% a year	Not enough history	+16.0%	+18.1%	+20.0%Higher
1-year returnTotal over the last year	Not enough history	−5.4%	+5.8%	+10.5%Higher
5-year returnA year, on average	Not enough history	+17.5%	Not enough history	Not enough history
Since launchA year, on average, with at least a year of history	Not enough history	+19.9%from Feb 2014	+19.7%from Sept 2022	+21.3%Higherfrom Nov 2022

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Samco Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: HSBC Midcap Fund
Worst fallBiggest drop from a high, and when	Not enough history	−37.3%Feb 2020 – Mar 2020

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Samco Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: HSBC Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	94%

Risk level

A: Samco Mid Cap FundSee the fund house's risk level
B: Motilal Oswal Midcap FundVery High
From the fund house, as of 30 Sept 2026
C: WhiteOak Capital Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
D: HSBC Midcap FundVery High
From the fund house, as of 30 Sept 2026

Often used for

What funds of this type are usually for

A: Samco Mid Cap FundLong-term goals, investing mainly in mid-sized companies. Falls can be bigger.
B: Motilal Oswal Midcap FundLong-term goals, investing mainly in mid-sized companies. Falls can be bigger.
C: WhiteOak Capital Mid Cap FundLong-term goals, investing mainly in mid-sized companies. Falls can be bigger.
D: HSBC Midcap FundLong-term goals, investing mainly in mid-sized companies. Falls can be bigger.

Smallest SIP

The basics
	A: Samco Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: HSBC Midcap Fund
Risk level	See the fund house's risk level	Very HighFrom the fund house, as of 30 Sept 2026	Very High

Return in each calendar year.

Year by year
	A: Samco Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: WhiteOak Capital Mid Cap Fund	D: HSBC Midcap Fund
2026 so far (total, not a yearly rate)	Not enough history	+0.5%	+5.0%	+10.9%Higher
2025	Not enough history	−12.1%	+5.2%Higher	−1.3%
2024	Not enough history	+57.1%Higher	+33.4%	+39.7%
2023	Not enough history	+41.7%Higher	+41.5%	+40.0%
2022	Not enough history	+10.7%	Not enough history	Not enough history
2021	Not enough history	+55.8%	Not enough history	Not enough history

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	−9.1%May 2017 – May 2020	+18.1%Smaller fallOct 2023 – Oct 2026	Not enough history

Worst calendar yearThe year and its return	Not enough history	−12.7%in 2018	+5.2%Smaller fallin 2025	−1.3%in 2025

Ups and downsLast 3 years. Lower is steadier.	Not enough history	17.7%	15.9%Steadier	18.7%

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+20.5%	+24.0%Steadier	Not enough history

Often used forWhat funds of this type are usually for	Long-term goals, investing mainly in mid-sized companies. Falls can be bigger.	Long-term goals, investing mainly in mid-sized companies. Falls can be bigger.	Long-term goals, investing mainly in mid-sized companies. Falls can be bigger.	Long-term goals, investing mainly in mid-sized companies. Falls can be bigger.