Compare mutual funds | Krystal Capitals

How much it grew
	A: HDFC Nifty G-Sec Apr 2029 Index	B: Kotak Nifty Next 50 Index Fund	C: Motilal Oswal BSE Enhanced Value Index Fund	D: Axis Nifty Smallcap 50 Index Fund
3-year returnA year, on average	+7.4%	+15.0%	+17.3%Higher	+15.9%
1-year returnTotal over the last year	+3.9%	−0.4%	−1.5%	+9.1%Higher
5-year returnA year, on average	Not enough history	+9.3%	Not enough history	Not enough history
Since launchA year, on average, with at least a year of history	+7.4%from Mar 2023	+13.5%from Mar 2021	+23.7%Higherfrom Aug 2022	+16.0%from Mar 2022

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: HDFC Nifty G-Sec Apr 2029 Index	B: Kotak Nifty Next 50 Index Fund	C: Motilal Oswal BSE Enhanced Value Index Fund	D: Axis Nifty Smallcap 50 Index Fund
Worst fallBiggest drop from a high, and when	−1.0%Smaller fallFeb 2026 – Apr 2026

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: HDFC Nifty G-Sec Apr 2029 Index	B: Kotak Nifty Next 50 Index Fund	C: Motilal Oswal BSE Enhanced Value Index Fund	D: Axis Nifty Smallcap 50 Index Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	100%

Risk level

Often used for

What funds of this type are usually for

A: HDFC Nifty G-Sec Apr 2029 IndexNot enough history
B: Kotak Nifty Next 50 Index FundFollowing an index. No manager picks the stocks.
C: Motilal Oswal BSE Enhanced Value Index FundFollowing an index. No manager picks the stocks.
D: Axis Nifty Smallcap 50 Index FundFollowing an index. No manager picks the stocks.

Smallest SIP

The basics
	A: HDFC Nifty G-Sec Apr 2029 Index	B: Kotak Nifty Next 50 Index Fund	C: Motilal Oswal BSE Enhanced Value Index Fund	D: Axis Nifty Smallcap 50 Index 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: HDFC Nifty G-Sec Apr 2029 Index	B: Kotak Nifty Next 50 Index Fund	C: Motilal Oswal BSE Enhanced Value Index Fund	D: Axis Nifty Smallcap 50 Index Fund
2026 so far (total, not a yearly rate)	+2.8%	−0.2%	−9.2%	+10.4%Higher
2025	+8.5%	+2.1%	+20.9%Higher	−4.5%
2024	+8.4%	+27.4%Higher	+19.2%	+24.4%
2023	Not enough history	+26.1%	+59.3%	+62.0%Higher
2022	Not enough history	+0.7%	Not enough history	Not enough history
2021	Not enough history	Not enough history	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	+11.9%Apr 2022 – Apr 2025	+19.0%Smaller fallSept 2023 – Sept 2026	+14.3%Apr 2022 – Apr 2025

Worst calendar yearThe year and its return	+8.4%in 2024	+0.7%in 2022	+19.2%Smaller fallin 2024	−4.5%in 2025

Ups and downsLast 3 years. Lower is steadier.	1.4%Steadier	18.4%	21.2%	20.2%

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+18.3%	+31.0%Steadier	+23.2%

Often used forWhat funds of this type are usually for	Not enough history	Following an index. No manager picks the stocks.	Following an index. No manager picks the stocks.	Following an index. No manager picks the stocks.