Compare mutual funds | Krystal Capitals

How much it grew
	A: Kotak Mid Cap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund
3-year returnA year, on average	+14.2%	+20.2%Higher	+18.4%
1-year returnTotal over the last year	−1.9%	+10.6%Higher	+6.1%
5-year returnA year, on average	+12.9%	Not enough history	Not enough history
Since launchA year, on average, with at least a year of history	+14.3%from Apr 2007	+21.4%Higherfrom Nov 2022	+19.8%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: Kotak Mid Cap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund
Worst fallBiggest drop from a high, and when	−72.0%Jan 2008 – Mar 2009	−26.1%Dec 2024 – Feb 2025	−19.7%Smaller fallDec 2024 – Apr 2025

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was

	A: Kotak Mid Cap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	93%	Not enough history	100%Steadier

Risk level

Smallest SIP

The basics
	A: Kotak Mid Cap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund
Risk level	See the fund house's risk level	See the fund house's risk level	See the fund house's risk level
Smallest SIP	₹100 a month

Return in each calendar year.

Year by year
	A: Kotak Mid Cap Fund	B: HSBC Midcap Fund	C: WhiteOak Capital Mid Cap Fund
2026 so far (total, not a yearly rate)	+0.0%	+11.1%Higher	+5.2%
2025	+1.8%	−1.3%	+5.2%Higher
2024	+33.6%	+39.7%Higher	+33.4%
2023	+31.5%	+40.0%	+41.5%Higher
2022	+5.1%	Not enough history	Not enough history
2021	+47.3%	Not enough history	Not enough history

Past performance may or may not be sustained in future and is not a guarantee of future returns.