Compare mutual funds | Krystal Capitals

How much it grew
	A: Franklin India Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: Motilal Oswal Midcap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +14.0% a year	+12.7%	+19.8%	+20.0%Higher	+16.0%
1-year returnTotal over the last year	−3.7%	−0.2%	+10.5%Higher	−5.4%
5-year returnA year, on average	+10.3%	+15.4%	Not enough history	+17.5%Higher
Since launchA year, on average, with at least a year of history	+13.4%from Apr 2006	+16.1%from Apr 2007	+21.3%Higherfrom Nov 2022	+19.9%from Feb 2014

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Franklin India Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: Motilal Oswal Midcap Fund
Worst fallBiggest drop from a high, and when	−70.1%Jan 2008 – Mar 2009	−70.8%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Franklin India Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: Motilal Oswal Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	95%	97%Steadier

Risk level

Often used for

What funds of this type are usually for

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

Smallest SIP

The basics
	A: Franklin India Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: Motilal Oswal 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.

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	−17.0%Apr 2006 – Apr 2009	−3.5%Smaller fallJan 2008 – Jan 2011	Not enough history	−9.1%May 2017 – May 2020

Worst calendar yearThe year and its return	−62.5%in 2008	−64.2%in 2008	−1.3%Smaller fallin 2025	−12.7%in 2018

Ups and downsLast 3 years. Lower is steadier.	15.5%Steadier	17.1%	18.7%	17.7%

Typical 3-year returnThe middle of all 3-year stretches, a year	+15.9%	+20.5%	Not enough history	+20.5%

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.