Compare mutual funds | Krystal Capitals

How much it grew
	A: Quant Focused Fund	B: SBI Focused Fund	C: Invesco India Focused Fund	D: ITI Focused Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +9.9% a year	+11.1%	+13.6%	+18.3%Higher	+13.4%
1-year returnTotal over the last year	+3.8%	+7.0%Higher	+0.3%	−0.6%
5-year returnA year, on average	+9.8%	+9.4%	+11.8%Higher	Not enough history
Since launchA year, on average, with at least a year of history	+13.1%from Aug 2008	+13.6%from Apr 2006	+19.0%Higherfrom Oct 2020	+14.1%from Jun 2023

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Quant Focused Fund	B: SBI Focused Fund	C: Invesco India Focused Fund	D: ITI Focused Fund
Worst fallBiggest drop from a high, and when	−45.4%Sept 2008 – Mar 2009	−78.4%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Quant Focused Fund	B: SBI Focused Fund	C: Invesco India Focused Fund	D: ITI Focused Fund
3-year stretches that made moneyOut of every 3-year stretch on record	96%	97%	100%

Risk level

Often used for

What funds of this type are usually for

A: Quant Focused FundLong-term goals, using a short list of companies. Bigger swings.
B: SBI Focused FundLong-term goals, using a short list of companies. Bigger swings.
C: Invesco India Focused FundLong-term goals, using a short list of companies. Bigger swings.
D: ITI Focused FundLong-term goals, using a short list of companies. Bigger swings.

Smallest SIP

The basics
	A: Quant Focused Fund	B: SBI Focused Fund	C: Invesco India Focused Fund	D: ITI Focused Fund
Risk level	See the fund house's risk level	See the fund house's risk level	See the fund house's risk level

Return in each calendar year.

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	−3.5%Aug 2010 – Aug 2013	−19.3%Apr 2006 – Apr 2009	+18.0%Smaller fallJan 2022 – Jan 2025	Not enough history

Worst calendar yearThe year and its return	−32.1%in 2011	−68.5%in 2008	−8.6%in 2022	+7.7%Smaller fallin 2025

Ups and downsLast 3 years. Lower is steadier.	16.5%	12.1%Steadier	16.0%	16.1%

Typical 3-year returnThe middle of all 3-year stretches, a year	+15.7%	+15.6%	+21.3%Steadier	Not enough history

Often used forWhat funds of this type are usually for	Long-term goals, using a short list of companies. Bigger swings.	Long-term goals, using a short list of companies. Bigger swings.	Long-term goals, using a short list of companies. Bigger swings.	Long-term goals, using a short list of companies. Bigger swings.