Compare mutual funds | Krystal Capitals

How much it grew
	A: ITI Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: WhiteOak Capital Mid Cap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +14.0% a year	+15.7%	+19.8%	+20.0%Higher	+18.1%
1-year returnTotal over the last year	+1.4%	−0.2%	+10.5%Higher	+5.8%
5-year returnA year, on average	+11.9%	+15.4%Higher	Not enough history	Not enough history
Since launchA year, on average, with at least a year of history	+15.0%from Mar 2021	+16.1%from Apr 2007	+21.3%Higherfrom Nov 2022	+19.7%from Sept 2022

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: ITI Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: WhiteOak Capital Mid Cap Fund
Worst fallBiggest drop from a high, and when	−23.8%Nov 2021 – Jun 2022	−70.8%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: ITI Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: WhiteOak Capital Mid Cap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	97%

Risk level

A: ITI Mid Cap FundSee the fund house's risk level
B: Invesco India Midcap 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
D: WhiteOak Capital Mid Cap FundVery High
From the fund house, as of 30 Sept 2026

Often used for

What funds of this type are usually for

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

Smallest SIP

The basics
	A: ITI Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: WhiteOak Capital Mid Cap 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.

Year by year
	A: ITI Mid Cap Fund	B: Invesco India Midcap Fund	C: HSBC Midcap Fund	D: WhiteOak Capital Mid Cap Fund
2026 so far (total, not a yearly rate)	−1.7%	+1.5%	+10.9%Higher	+5.0%
2025	+4.8%	+6.3%Higher	−1.3%	+5.2%
2024	+30.1%	+43.1%Higher	+39.7%	+33.4%
2023	+41.1%	+34.1%	+40.0%	+41.5%Higher
2022	+1.7%Higher	+0.5%	Not enough history	Not enough history
2021	Not enough history	+43.1%	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	+17.9%Sept 2023 – Sept 2026	−3.5%Jan 2008 – Jan 2011	Not enough history	+18.1%Smaller fallOct 2023 – Oct 2026

Worst calendar yearThe year and its return	+1.7%in 2022	−64.2%in 2008	−1.3%in 2025	+5.2%Smaller fallin 2025

Ups and downsLast 3 years. Lower is steadier.	18.0%	17.1%	18.7%	15.9%Steadier

Typical 3-year returnThe middle of all 3-year stretches, a year	+22.9%	+20.5%	Not enough history	+24.0%Steadier

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.