Compare mutual funds | Krystal Capitals

How much it grew
	A: Motilal Oswal Nifty Midcap 150 Index Fund	B: Kotak Nifty Smallcap 50 Index Fund	C: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Normal Plan
3-year returnA year, on average	+12.4%	+16.0%	+16.2%Higher
1-year returnTotal over the last year	−1.1%	+8.8%	+9.2%Higher
5-year returnA year, on average	+12.1%Higher	Not enough history	+10.1%
Since launchA year, on average, with at least a year of history	+20.2%from Sept 2019	+24.2%Higherfrom Apr 2023	+15.7%from Apr 2021

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: Motilal Oswal Nifty Midcap 150 Index Fund−37.2%
Feb 2020 – Mar 2020
B: Kotak Nifty Smallcap 50 Index Fund−25.1%Smaller fall
Dec 2024 – Feb 2025
C: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Normal Plan−37.0%
Oct 2021 – Jun 2022

How it held up in falls
	A: Motilal Oswal Nifty Midcap 150 Index Fund	B: Kotak Nifty Smallcap 50 Index Fund	C: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Normal Plan
Worst fallBiggest drop from a high, and when	−37.2%Feb 2020 – Mar 2020	−25.1%Smaller fallDec 2024 – Feb 2025	−37.0%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was

	A: Motilal Oswal Nifty Midcap 150 Index Fund	B: Kotak Nifty Smallcap 50 Index Fund	C: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Normal Plan
3-year stretches that made moneyOut of every 3-year stretch on record	100%	Not enough history	100%

Risk level

A: Motilal Oswal Nifty Midcap 150 Index FundSee the fund house's risk level
B: Kotak Nifty Smallcap 50 Index FundSee the fund house's risk level
C: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Normal PlanSee the fund house's risk level

Smallest SIP

The basics
	A: Motilal Oswal Nifty Midcap 150 Index Fund	B: Kotak Nifty Smallcap 50 Index Fund	C: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Normal Plan
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	₹500 a month

Return in each calendar year.

Year by year
	A: Motilal Oswal Nifty Midcap 150 Index Fund	B: Kotak Nifty Smallcap 50 Index Fund	C: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Normal Plan
2026 so far (total, not a yearly rate)	−2.7%	+10.1%	+10.5%Higher
2025	+5.0%Higher	−4.1%	−4.2%
2024	+23.3%	+24.1%	+24.4%Higher
2023	+43.3%	Not enough history	+62.4%Higher
2022	+2.8%Higher	Not enough history	−18.7%
2021	+45.8%	Not enough history	Not enough history

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