Compare mutual funds | Krystal Capitals

How much it grew
	A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: Kotak Nifty Next 50 Index Fund	D: Kotak Nifty Smallcap 50 Index Fund
3-year returnA year, on average	+7.3%	+15.9%	+15.0%	+16.0%Higher
1-year returnTotal over the last year	+5.2%	+9.1%Higher	−0.4%	+8.8%
5-year returnA year, on average	+5.8%	Not enough history	+9.3%Higher	Not enough history
Since launchA year, on average, with at least a year of history	+5.8%from Sept 2021	+16.0%from Mar 2022	+13.5%from Mar 2021	+24.2%Higherfrom Apr 2023

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund−3.6%Smaller fall
Apr 2022 – May 2022
B: Axis Nifty Smallcap 50 Index Fund−27.8%
Apr 2022 – Jun 2022
C: Kotak Nifty Next 50 Index Fund−26.5%
Sept 2024 – Feb 2025
D: Kotak Nifty Smallcap 50 Index Fund−25.1%
Dec 2024 – Feb 2025

How it held up in falls
	A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: Kotak Nifty Next 50 Index Fund	D: Kotak Nifty Smallcap 50 Index Fund
Worst fallBiggest drop from a high, and when	−3.6%Smaller fallApr 2022 – May 2022

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: Kotak Nifty Next 50 Index Fund	D: Kotak Nifty Smallcap 50 Index Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%

Risk level

A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index FundSee the fund house's risk level
B: Axis Nifty Smallcap 50 Index FundSee the fund house's risk level
C: Kotak Nifty Next 50 Index FundSee the fund house's risk level
D: Kotak Nifty Smallcap 50 Index FundSee the fund house's risk level

Often used for

What funds of this type are usually for

A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index FundNot enough history
B: Axis Nifty Smallcap 50 Index FundFollowing an index. No manager picks the stocks.
C: Kotak Nifty Next 50 Index FundFollowing an index. No manager picks the stocks.
D: Kotak Nifty Smallcap 50 Index FundFollowing an index. No manager picks the stocks.

Smallest SIP

A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund₹500 a month
B: Axis Nifty Smallcap 50 Index Fund₹100 a month
C: Kotak Nifty Next 50 Index Fund₹100 a month
D: Kotak Nifty Smallcap 50 Index Fund₹100 a month

The basics
	A: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: Kotak Nifty Next 50 Index Fund	D: Kotak Nifty Smallcap 50 Index Fund
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: ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund	B: Axis Nifty Smallcap 50 Index Fund	C: Kotak Nifty Next 50 Index Fund	D: Kotak Nifty Smallcap 50 Index Fund
2026 so far (total, not a yearly rate)	+4.1%	+10.4%Higher	−0.2%	+10.1%
2025	+8.0%Higher	−4.5%	+2.1%	−4.1%
2024	+8.0%	+24.4%	+27.4%Higher	+24.1%
2023	+6.6%	+62.0%Higher	+26.1%	Not enough history
2022	+1.9%Higher	Not enough history	+0.7%	Not enough history
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	+5.2%Sept 2021 – Sept 2024	+14.3%Smaller fallApr 2022 – Apr 2025	+11.9%Apr 2022 – Apr 2025	Not enough history

Worst calendar yearThe year and its return	+1.9%Smaller fallin 2022	−4.5%in 2025	+0.7%in 2022	−4.1%in 2025

Ups and downsLast 3 years. Lower is steadier.	0.8%Steadier	20.2%	18.4%	20.3%

Typical 3-year returnThe middle of all 3-year stretches, a year	+7.3%	+23.2%Steadier	+18.3%	Not enough history

Often used forWhat funds of this type are usually for	Not enough history	Following an index. No manager picks the stocks.	Following an index. No manager picks the stocks.	Following an index. No manager picks the stocks.