Compare mutual funds | Krystal Capitals

How much it grew
	A: Axis Multi Asset Allocation Fund	B: WhiteOak Capital Multi Asset Allocation Fund	C: DSP Multi Asset Allocation Fund	D: Nippon India Multi Asset Allocation Fund
3-year returnA year, on average	+12.0%Middle return of funds of this type we offer: +12.4% a year	+14.9%Middle return of funds of this type we offer: +12.4% a year	+15.9%Middle return of funds of this type we offer: +12.4% a year	+16.6%HigherMiddle return of funds of this type we offer: +13.4% a year
1-year returnTotal over the last year	+1.6%	+5.8%Higher	+5.3%	+4.1%
5-year returnA year, on average	+6.7%	Not enough history	Not enough history	+12.8%Higher
Since launchA year, on average, with at least a year of history	+9.6%from Aug 2010	+14.3%from May 2023	+15.9%Higherfrom Sept 2023	+15.8%from Aug 2020

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: Axis Multi Asset Allocation Fund−27.5%
Feb 2020 – Mar 2020
B: WhiteOak Capital Multi Asset Allocation Fund−6.1%Smaller fall
Mar 2026 – Mar 2026
C: DSP Multi Asset Allocation Fund−9.9%
Jan 2026 – Mar 2026
D: Nippon India Multi Asset Allocation Fund−10.9%
Jan 2026 – Mar 2026

How it held up in falls
	A: Axis Multi Asset Allocation Fund	B: WhiteOak Capital Multi Asset Allocation Fund	C: DSP Multi Asset Allocation Fund	D: Nippon India Multi Asset Allocation Fund
Worst fallBiggest drop from a high, and when	−27.5%Feb 2020 – Mar 2020	−6.1%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Axis Multi Asset Allocation Fund	B: WhiteOak Capital Multi Asset Allocation Fund	C: DSP Multi Asset Allocation Fund	D: Nippon India Multi Asset Allocation Fund
3-year stretches that made moneyOut of every 3-year stretch on record	99%

Risk level

Often used for

What funds of this type are usually for

A: Axis Multi Asset Allocation FundSpreading money across several kinds of assets.
B: WhiteOak Capital Multi Asset Allocation FundSpreading money across several kinds of assets.
C: DSP Multi Asset Allocation FundSpreading money across several kinds of assets.
D: Nippon India Multi Asset Allocation FundSpreading money across several kinds of assets.

Smallest SIP

The basics
	A: Axis Multi Asset Allocation Fund	B: WhiteOak Capital Multi Asset Allocation Fund	C: DSP Multi Asset Allocation Fund	D: Nippon India Multi Asset Allocation Fund
Risk level	See the fund house's risk level	See the fund house's risk level	See the fund house's risk level

Return in each calendar year.

Year by year
	A: Axis Multi Asset Allocation Fund	B: WhiteOak Capital Multi Asset Allocation Fund	C: DSP Multi Asset Allocation Fund	D: Nippon India Multi Asset Allocation Fund
2026 so far (total, not a yearly rate)	−0.3%	+4.4%Higher	+0.9%	+1.8%
2025	+15.3%	+16.9%	+23.1%Higher	+19.6%
2024	+15.4%	+17.5%	+16.4%	+18.6%Higher
2023	+12.9%	Not enough history	Not enough history	+24.3%Higher
2022	−5.8%	Not enough history	Not enough history	+3.2%Higher
2021	+22.8%Higher	Not enough history	Not enough history	+19.2%

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	−0.9%Mar 2017 – Mar 2020	Not enough history	Not enough history	+14.5%Smaller fallOct 2021 – Oct 2024

Worst calendar yearThe year and its return	−5.8%in 2022	+16.9%Smaller fallin 2025	+16.4%in 2024	+3.2%in 2022

Ups and downsLast 3 years. Lower is steadier.	10.7%	5.7%Steadier	8.5%	10.0%

Typical 3-year returnThe middle of all 3-year stretches, a year	+9.4%	Not enough history	Not enough history	+17.0%Steadier

Often used forWhat funds of this type are usually for	Spreading money across several kinds of assets.	Spreading money across several kinds of assets.	Spreading money across several kinds of assets.	Spreading money across several kinds of assets.