Compare mutual funds | Krystal Capitals

How much it grew
	A: Shriram Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: Bank of India Flexi Cap Fund Regular Plan Grow
3-year returnA year, on averageMiddle return of funds of this type we offer: +9.8% a year	+4.4%	+14.0%	+14.6%	+16.2%Higher
1-year returnTotal over the last year	−6.9%	−4.0%	−4.2%	+6.3%Higher
5-year returnA year, on average	+4.1%	+13.9%Higher	Not enough history	+13.1%
Since launchA year, on average, with at least a year of history	+8.5%from Oct 2018	+14.2%from Apr 2006	+14.4%from Feb 2022	+23.3%Higherfrom Jul 2020

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Shriram Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: Bank of India Flexi Cap Fund Regular Plan Grow
Worst fallBiggest drop from a high, and when	−32.2%Feb 2020 – Mar 2020	−59.9%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Shriram Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: Bank of India Flexi Cap Fund Regular Plan Grow
3-year stretches that made moneyOut of every 3-year stretch on record	100%	94%

Risk level

A: Shriram Flexi Cap FundSee the fund house's risk level
B: HDFC Flexi Cap FundSee the fund house's risk level
C: Invesco India Flexi Cap FundVery High
From the fund house, as of 30 Sept 2026
D: Bank of India Flexi Cap Fund Regular Plan GrowSee the fund house's risk level

Often used for

What funds of this type are usually for

A: Shriram Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
B: HDFC Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
C: Invesco India Flexi Cap FundLong-term goals. The manager chooses the mix of company sizes.
D: Bank of India Flexi Cap Fund Regular Plan GrowLong-term goals. The manager chooses the mix of company sizes.

Smallest SIP

The basics
	A: Shriram Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: Bank of India Flexi Cap Fund Regular Plan Grow
Risk level	See the fund house's risk level	See the fund house's risk level	Very HighFrom the fund house, as of 30 Sept 2026

Return in each calendar year.

Year by year
	A: Shriram Flexi Cap Fund	B: HDFC Flexi Cap Fund	C: Invesco India Flexi Cap Fund	D: Bank of India Flexi Cap Fund Regular Plan Grow
2026 so far (total, not a yearly rate)	−8.2%	−4.3%	−0.2%	+6.3%Higher
2025	−6.6%	+11.4%Higher	−0.5%	−0.3%
2024	+16.0%	+23.5%	+34.4%Higher	+29.0%
2023	+26.6%	+30.6%	+33.6%	+37.9%Higher
2022	+2.3%	+18.3%Higher	Not enough history	−0.9%
2021	+20.4%	+36.2%	Not enough history	+46.0%Higher

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	+3.8%Oct 2023 – Oct 2026	−7.7%Apr 2017 – Apr 2020	+14.7%Oct 2023 – Oct 2026	+16.4%Smaller fallOct 2023 – Oct 2026

Worst calendar yearThe year and its return	−6.6%in 2025	−49.7%in 2008	−0.5%Smaller fallin 2025	−0.9%in 2022

Ups and downsLast 3 years. Lower is steadier.	15.8%	12.0%Steadier	15.5%	17.6%

Typical 3-year returnThe middle of all 3-year stretches, a year	+13.0%	+15.8%	+18.8%	+22.1%Steadier

Often used forWhat funds of this type are usually for	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.	Long-term goals. The manager chooses the mix of company sizes.