Compare mutual funds | Krystal Capitals

How much it grew
	A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund	B: Kotak Nifty Next 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund
3-year returnA year, on average	+7.3%	+15.0%	+18.1%Higher
1-year returnTotal over the last year	+4.8%Higher	−0.4%	+2.6%
5-year returnA year, on average	Not enough history	+9.3%	Not enough history
Since launchA year, on average, with at least a year of history	+7.2%from Oct 2022	+13.5%from Mar 2021	+23.7%Higherfrom May 2023

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund−0.6%Smaller fall
Mar 2026 – Apr 2026
B: Kotak Nifty Next 50 Index Fund−26.5%
Sept 2024 – Feb 2025
C: UTI Nifty 500 Value 50 Index Fund−22.8%
Jul 2024 – Feb 2025

How it held up in falls
	A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund	B: Kotak Nifty Next 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund
Worst fallBiggest drop from a high, and when	−0.6%Smaller fallMar 2026 – Apr 2026	−26.5%Sept 2024 – Feb 2025	−22.8%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
Ups and downs
	A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund	B: Kotak Nifty Next 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%	Not enough history

Risk level

A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index FundSee the fund house's risk level
B: Kotak Nifty Next 50 Index FundSee the fund house's risk level
C: UTI Nifty 500 Value 50 Index FundSee the fund house's risk level

Often used for

What funds of this type are usually for

A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index FundNot enough history
B: Kotak Nifty Next 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.

Smallest SIP

The basics
	A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund	B: Kotak Nifty Next 50 Index Fund	C: UTI Nifty 500 Value 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
Often used forWhat funds of this type are usually for

Return in each calendar year.

Year by year
	A: Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund	B: Kotak Nifty Next 50 Index Fund	C: UTI Nifty 500 Value 50 Index Fund
2026 so far (total, not a yearly rate)	+3.5%Higher	−0.2%	−3.2%
2025	+8.2%	+2.1%	+15.7%Higher
2024	+8.1%	+27.4%Higher	+19.4%
2023	+6.8%	+26.1%Higher	Not enough history
2022	Not enough history	+0.7%	Not enough history
2021	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.