Compare mutual funds | Krystal Capitals

How much it grew
	A: Helios Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: ITI Flexi Cap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +9.8% a year	Not enough history	+14.0%	+14.6%	+16.1%Higher
1-year returnTotal over the last year	−2.0%	−4.0%	−4.2%	+7.4%Higher
5-year returnA year, on average	Not enough history	+13.9%	Not enough history	Not enough history
Since launchA year, on average, with at least a year of history	+13.9%from Nov 2023	+14.2%from Apr 2006	+14.4%from Feb 2022	+20.3%Higherfrom Feb 2023

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Helios Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: ITI Flexi Cap Fund
Worst fallBiggest drop from a high, and when	−18.5%Smaller fallDec 2024 – Feb 2025

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Helios Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: ITI Flexi Cap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	94%

Risk level

A: Helios Flexi Cap FundSee the fund house's risk level
B: HDFC Flexi Cap FundSee the fund house's risk level
C: Invesco India Flexi Cap FundVery High
From the fund house, as of 30 Sept 2026
D: ITI Flexi Cap FundSee the fund house's risk level

Often used for

What funds of this type are usually for

A: Helios Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
B: HDFC Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
C: Invesco India Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
D: ITI Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.

Smallest SIP

The basics
	A: Helios Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: ITI Flexi Cap Fund
Risk level	See the fund house's risk level	See the fund house's risk level	Very HighFrom the fund house, as of 30 Sept 2026

Return in each calendar year.

Year by year
	A: Helios Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: ITI Flexi Cap Fund
2026 so far (total, not a yearly rate)	−1.0%	−4.3%	−0.2%	+6.0%Higher
2025	+6.1%	+11.4%Higher	−0.5%	+3.1%
2024	+27.9%	+23.5%	+34.4%Higher	+25.9%
2023	Not enough history	+30.6%	+33.6%Higher	Not enough history
2022	Not enough history	+18.3%	Not enough history	Not enough history
2021	Not enough history	+36.2%	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	−7.7%Apr 2017 – Apr 2020	+14.7%Smaller fallOct 2023 – Oct 2026	Not enough history

Worst calendar yearThe year and its return	+6.1%Smaller fallin 2025	−49.7%in 2008	−0.5%in 2025	+3.1%in 2025

Ups and downsLast 3 years. Lower is steadier.	16.3%	12.0%Steadier	15.5%	16.3%

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+15.8%	+18.8%Steadier	Not enough history

Often used forWhat funds of this type are usually for	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.