Compare mutual funds | Krystal Capitals

How much it grew
	A: Helios Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: Invesco India Midcap Fund	D: HSBC Midcap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +14.0% a year	Not enough history	+16.0%	+19.8%	+20.0%Higher
1-year returnTotal over the last year	+4.0%	−5.4%	−0.2%	+10.5%Higher
5-year returnA year, on average	Not enough history	+17.5%Higher	+15.4%	Not enough history
Since launchA year, on average, with at least a year of history	+18.8%from Mar 2025	+19.9%from Feb 2014	+16.1%from Apr 2007	+21.3%Higherfrom Nov 2022

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Helios Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: Invesco India Midcap Fund	D: HSBC Midcap Fund
Worst fallBiggest drop from a high, and when	−17.2%Smaller fallNov 2025 – Mar 2026

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Helios Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: Invesco India Midcap Fund	D: HSBC Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	94%

Risk level

Often used for

What funds of this type are usually for

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

Smallest SIP

The basics
	A: Helios Mid Cap Fund	B: Motilal Oswal Midcap Fund	C: Invesco India Midcap Fund	D: HSBC 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	Not enough history	−9.1%May 2017 – May 2020	−3.5%Smaller fallJan 2008 – Jan 2011	Not enough history

Worst calendar yearThe year and its return	Not enough history	−12.7%in 2018	−64.2%in 2008	−1.3%Smaller fallin 2025

Ups and downsLast 3 years. Lower is steadier.	Not enough history	17.7%	17.1%Steadier	18.7%

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

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.