Compare mutual funds | Krystal Capitals

How much it grew
	A: Helios Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: HSBC Midcap Fund
3-year returnA year, on average	Not enough history	+18.1%	+20.0%Higher
1-year returnTotal over the last year	+4.0%	+5.8%	+10.5%Higher
Since launchA year, on average, with at least a year of history	+18.8%from Mar 2025	+19.7%from Sept 2022	+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: WhiteOak Capital Mid Cap Fund	C: HSBC Midcap Fund
Worst fallBiggest drop from a high, and when	−17.2%Smaller fallNov 2025 – Mar 2026	−19.7%Dec 2024 – Apr 2025	−26.1%Dec 2024 – Feb 2025

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
Ups and downs
	A: Helios Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: HSBC Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	100%	Not enough history

Risk level

A: Helios 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: HSBC Midcap FundVery High
From the fund house, as of 30 Sept 2026

Smallest SIP

The basics
	A: Helios Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: HSBC 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: Helios Mid Cap Fund	B: WhiteOak Capital Mid Cap Fund	C: HSBC Midcap Fund
2026 so far (total, not a yearly rate)	+3.9%	+5.0%	+10.9%Higher
2025	Not enough history	+5.2%Higher	−1.3%
2024	Not enough history	+33.4%	+39.7%Higher
2023	Not enough history	+41.5%Higher	+40.0%
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.