Compare mutual funds | Krystal Capitals

How much it grew
	A: HSBC Nifty 50 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
3-year returnA year, on average	+6.2%	+15.9%	+18.1%Higher	+15.0%
1-year returnTotal over the last year	−8.8%	+9.1%Higher	+2.6%	−0.4%
5-year returnA year, on average	Not enough history	Not enough history	Not enough history	+9.3%
Since launchA year, on average, with at least a year of history	+6.6%from Nov 2022	+16.0%from Mar 2022	+23.7%Higherfrom May 2023	+13.5%from Mar 2021

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: HSBC Nifty 50 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
Worst fallBiggest drop from a high, and when	−15.6%Smaller fallSept 2024 – Mar 2025

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: HSBC Nifty 50 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	100%

Risk level

Often used for

What funds of this type are usually for

A: HSBC Nifty 50 Index FundFollowing an index. No manager picks the stocks.
B: Axis Nifty Smallcap 50 Index FundFollowing an index. No manager picks the stocks.
C: UTI Nifty 500 Value 50 Index FundFollowing an index. No manager picks the stocks.
D: Kotak Nifty Next 50 Index FundFollowing an index. No manager picks the stocks.

Smallest SIP

The basics
	A: HSBC Nifty 50 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 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

Return in each calendar year.

Year by year
	A: HSBC Nifty 50 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
2026 so far (total, not a yearly rate)	−10.8%	+10.4%Higher	−3.2%	−0.2%
2025	+11.4%	−4.5%	+15.7%Higher	+2.1%
2024	+9.5%	+24.4%	+19.4%	+27.4%Higher
2023	+20.8%	+62.0%Higher	Not enough history	+26.1%
2022	Not enough history	Not enough history	Not enough history	+0.7%
2021	Not enough history	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.

Worst 3-year stretchA year, from the unluckiest start date	Not enough history	+14.3%Smaller fallApr 2022 – Apr 2025	Not enough history	+11.9%Apr 2022 – Apr 2025

Worst calendar yearThe year and its return	+9.5%in 2024	−4.5%in 2025	+15.7%Smaller fallin 2025	+0.7%in 2022

Ups and downsLast 3 years. Lower is steadier.	13.2%Steadier	20.2%	20.5%	18.4%

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+23.2%Steadier	Not enough history	+18.3%

Often used forWhat funds of this type are usually for	Following an index. No manager picks the stocks.	Following an index. No manager picks the stocks.	Following an index. No manager picks the stocks.	Following an index. No manager picks the stocks.