Compare mutual funds | Krystal Capitals

How much it grew
	A: HDFC Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: Invesco India Midcap Fund
3-year returnA year, on average	+14.6%	+18.1%	+19.8%Higher
1-year returnTotal over the last year	+0.5%	+5.8%Higher	−0.2%
5-year returnA year, on average	+15.6%Higher	Not enough history	+15.4%
Since launchA year, on average, with at least a year of history	+16.7%from Jul 2007	+19.7%Higherfrom Sept 2022	+16.1%from Apr 2007

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: HDFC Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: Invesco India Midcap Fund
Worst fallBiggest drop from a high, and when	−60.8%Jan 2008 – Mar 2009	−19.7%Smaller fallDec 2024 – Apr 2025	−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: HDFC Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: Invesco India Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	98%	100%Steadier	97%

Risk level

A: HDFC Mid Cap FundSee the fund house's risk level
B: WhiteOak Capital Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
C: Invesco India Midcap FundVery High
From the fund house, as of 30 Sept 2026

Smallest SIP

The basics
	A: HDFC Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: Invesco India Midcap Fund
Risk level	See the fund house's risk level	Very HighFrom the fund house, as of 30 Sept 2026	Very HighFrom the fund house, as of 30 Sept 2026
Smallest SIP

Return in each calendar year.

Year by year
	A: HDFC Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: Invesco India Midcap Fund
2026 so far (total, not a yearly rate)	−2.1%	+5.0%Higher	+1.5%
2025	+6.8%Higher	+5.2%	+6.3%
2024	+28.6%	+33.4%	+43.1%Higher
2023	+44.5%Higher	+41.5%	+34.1%
2022	+12.3%Higher	Not enough history	+0.5%
2021	+39.9%	Not enough history	+43.1%Higher

Past performance may or may not be sustained in future and is not a guarantee of future returns.