Compare mutual funds | Krystal Capitals

How much it grew
	A: PGIM India Midcap Fund	B: WhiteOak Capital Mid Cap Fund	C: Motilal Oswal Midcap Fund	D: Invesco India Midcap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +14.0% a year	+8.9%	+18.1%	+16.0%	+19.8%Higher
1-year returnTotal over the last year	−4.9%	+5.8%Higher	−5.4%	−0.2%
5-year returnA year, on average	+7.2%	Not enough history	+17.5%Higher	+15.4%
Since launchA year, on average, with at least a year of history	+15.4%from Dec 2013	+19.7%from Sept 2022	+19.9%Higherfrom Feb 2014	+16.1%from Apr 2007

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: PGIM India Midcap Fund	B: WhiteOak Capital Mid Cap Fund	C: Motilal Oswal Midcap Fund	D: Invesco India Midcap Fund
Worst fallBiggest drop from a high, and when	−38.6%Jan 2018 – Mar 2020	−19.7%Smaller fall

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: PGIM India Midcap Fund	B: WhiteOak Capital Mid Cap Fund	C: Motilal Oswal Midcap Fund	D: Invesco India Midcap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	96%	100%Steadier

Risk level

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

Often used for

What funds of this type are usually for

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

Smallest SIP

The basics
	A: PGIM India Midcap Fund	B: WhiteOak Capital Mid Cap Fund	C: Motilal Oswal Midcap Fund	D: Invesco India Midcap 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: PGIM India Midcap Fund	B: WhiteOak Capital Mid Cap Fund	C: Motilal Oswal Midcap Fund	D: Invesco India Midcap Fund
2026 so far (total, not a yearly rate)	−1.3%	+5.0%Higher	+0.5%	+1.5%
2025	+0.0%	+5.2%	−12.1%	+6.3%Higher
2024	+21.0%	+33.4%	+57.1%Higher	+43.1%
2023	+20.8%	+41.5%	+41.7%Higher	+34.1%
2022	−1.7%	Not enough history	+10.7%Higher	+0.5%
2021	+63.8%Higher	Not enough history	+55.8%	+43.1%

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	−6.8%Mar 2017 – Mar 2020	+18.1%Smaller fallOct 2023 – Oct 2026	−9.1%May 2017 – May 2020	−3.5%Jan 2008 – Jan 2011

Worst calendar yearThe year and its return	−16.1%in 2018	+5.2%Smaller fallin 2025	−12.7%in 2018	−64.2%in 2008

Ups and downsLast 3 years. Lower is steadier.	15.1%Steadier	15.9%	17.7%	17.1%

Typical 3-year returnThe middle of all 3-year stretches, a year	+13.8%	+24.0%Steadier	+20.5%	+20.5%

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.