Compare mutual funds | Krystal Capitals

KrystalCapitals

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How much it grew
	A: HDFC Nifty G Sec Jun 2036 Index Fund Regular Grow	B: UTI Nifty 500 Value 50 Index Fund	C: Kotak Nifty Smallcap 50 Index Fund
3-year returnA year, on average	+7.0%	+18.1%Higher	+16.0%
1-year returnTotal over the last year	+1.6%	+2.6%	+8.8%Higher
Since launchA year, on average, with at least a year of history	+7.1%from Mar 2023	+23.7%from May 2023	+24.2%Higherfrom Apr 2023

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: HDFC Nifty G Sec Jun 2036 Index Fund Regular Grow−3.2%Smaller fall
Aug 2026 – Oct 2026
B: UTI Nifty 500 Value 50 Index Fund−22.8%
Jul 2024 – Feb 2025
C: Kotak Nifty Smallcap 50 Index Fund−25.1%
Dec 2024 – Feb 2025

How it held up in falls
	A: HDFC Nifty G Sec Jun 2036 Index Fund Regular Grow	B: UTI Nifty 500 Value 50 Index Fund	C: Kotak Nifty Smallcap 50 Index Fund
Worst fallBiggest drop from a high, and when	−3.2%Smaller fallAug 2026 – Oct 2026	−22.8%Jul 2024 – Feb 2025	−25.1%

How steady it was

How steady it was
	A: HDFC Nifty G Sec Jun 2036 Index Fund Regular Grow	B: UTI Nifty 500 Value 50 Index Fund	C: Kotak Nifty Smallcap 50 Index Fund
Ups and downsLast 3 years. Lower is steadier.	3.1%Steadier	20.5%	20.3%

The basics

Risk level

Often used for

What funds of this type are usually for

A: HDFC Nifty G Sec Jun 2036 Index Fund Regular GrowFollowing an index. No manager picks the stocks.
B: UTI Nifty 500 Value 50 Index FundFollowing an index. No manager picks the stocks.
C: Kotak Nifty Smallcap 50 Index FundFollowing an index. No manager picks the stocks.

Smallest SIP

A: HDFC Nifty G Sec Jun 2036 Index Fund Regular Grow₹100 a month
B: UTI Nifty 500 Value 50 Index Fund₹500 a month
C: Kotak Nifty Smallcap 50 Index Fund₹100 a month

The basics
	A: HDFC Nifty G Sec Jun 2036 Index Fund Regular Grow	B: UTI Nifty 500 Value 50 Index Fund	C: Kotak 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
Often used forWhat funds of this type are usually for

Year by year

Return in each calendar year.

Year by year
	A: HDFC Nifty G Sec Jun 2036 Index Fund Regular Grow	B: UTI Nifty 500 Value 50 Index Fund	C: Kotak Nifty Smallcap 50 Index Fund
2026 so far (total, not a yearly rate)	+0.9%	−3.2%	+10.1%Higher
2025	+7.1%	+15.7%Higher	−4.1%
2024	+10.4%	+19.4%	+24.1%Higher
2023	Not enough history	Not enough history	Not enough history
2022	Not enough history	Not enough history	Not enough history
2021	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.