Compare mutual funds | Krystal Capitals

How much it grew
	A: HSBC Large & Mid Cap Fund	B: Invesco India Large & Mid Cap Fund	C: Quant Large and Mid Cap Fund	D: Motilal Oswal Large and Midcap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +11.0% a year	+14.9%	+19.0%Higher	+12.6%	+18.7%
1-year returnTotal over the last year	+3.1%	−0.4%	+5.8%Higher	+1.6%
5-year returnA year, on average	+11.3%	+13.6%	+11.9%	+16.0%Higher
Since launchA year, on average, with at least a year of history	+15.1%from Apr 2019	+13.0%from Aug 2007	+13.3%from Jan 2007	+19.7%Higherfrom Oct 2019

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: HSBC Large & Mid Cap Fund	B: Invesco India Large & Mid Cap Fund	C: Quant Large and Mid Cap Fund	D: Motilal Oswal Large and Midcap Fund
Worst fallBiggest drop from a high, and when	−36.2%Smaller fallFeb 2020 – Mar 2020

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: HSBC Large & Mid Cap Fund	B: Invesco India Large & Mid Cap Fund	C: Quant Large and Mid Cap Fund	D: Motilal Oswal Large and Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	98%

Risk level

A: HSBC Large & Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
B: Invesco India Large & Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
C: Quant Large and Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
D: Motilal Oswal Large and Midcap FundVery High
From the fund house, as of 30 Sept 2026

Often used for

What funds of this type are usually for

A: HSBC Large & Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.
B: Invesco India Large & Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.
C: Quant Large and Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.
D: Motilal Oswal Large and Midcap FundLong-term goals. They invest mainly in big and mid-sized companies.

Smallest SIP

The basics
	A: HSBC Large & Mid Cap Fund	B: Invesco India Large & Mid Cap Fund	C: Quant Large and Mid Cap Fund	D: Motilal Oswal Large and Midcap Fund
Risk level	Very HighFrom the fund house, as of 30 Sept 2026	Very HighFrom the fund house, as of 30 Sept 2026

Return in each calendar year.

Year by year
	A: HSBC Large & Mid Cap Fund	B: Invesco India Large & Mid Cap Fund	C: Quant Large and Mid Cap Fund	D: Motilal Oswal Large and Midcap Fund
2026 so far (total, not a yearly rate)	+5.3%	+3.5%	+5.8%	+7.5%Higher
2025	−3.5%	+4.7%Higher	−2.0%	−4.2%
2024	+38.6%	+37.5%	+17.8%	+46.1%Higher
2023	+30.3%	+31.6%	+32.2%	+38.0%Higher
2022	−3.8%	−0.4%	+13.0%Higher	+1.7%
2021	+35.1%	+29.7%	+36.8%	+40.8%Higher

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	+11.5%Jul 2019 – Jul 2022	−2.5%Mar 2017 – Mar 2020	−7.3%Oct 2010 – Oct 2013	+15.0%Smaller fallFeb 2020 – Feb 2023

Worst calendar yearThe year and its return	−3.8%Smaller fallin 2022	−48.9%in 2008	−44.3%in 2008	−4.2%in 2025

Ups and downsLast 3 years. Lower is steadier.	17.7%	16.6%	16.5%Steadier	19.2%

Typical 3-year returnThe middle of all 3-year stretches, a year	+19.2%	+15.3%	+16.6%	+25.2%Steadier

Often used forWhat funds of this type are usually for	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.