Compare mutual funds | Krystal Capitals

How much it grew
	A: Tata S&P BSE Sensex Index Fund	B: Motilal Oswal BSE Enhanced Value Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
3-year returnA year, on average	+4.7%	+17.3%	+18.1%Higher	+15.0%
1-year returnTotal over the last year	−10.1%	−1.5%	+2.6%Higher	−0.4%
5-year returnA year, on average	+4.6%	Not enough history	Not enough history	+9.3%Higher
Since launchA year, on average, with at least a year of history	+9.5%from Apr 2006	+23.7%from Aug 2022	+23.7%from May 2023	+13.5%from Mar 2021

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: Tata S&P BSE Sensex Index Fund−61.6%
Jan 2008 – Mar 2009
B: Motilal Oswal BSE Enhanced Value Index Fund−22.1%Smaller fall
Jul 2024 – Feb 2025
C: UTI Nifty 500 Value 50 Index Fund−22.8%
Jul 2024 – Feb 2025
D: Kotak Nifty Next 50 Index Fund−26.5%
Sept 2024 – Feb 2025

How it held up in falls
	A: Tata S&P BSE Sensex Index Fund	B: Motilal Oswal BSE Enhanced Value Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
Worst fallBiggest drop from a high, and when	−61.6%Jan 2008 – Mar 2009	−22.1%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Tata S&P BSE Sensex Index Fund	B: Motilal Oswal BSE Enhanced Value Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
3-year stretches that made moneyOut of every 3-year stretch on record	98%	100%

Risk level

Smallest SIP

The basics
	A: Tata S&P BSE Sensex Index Fund	B: Motilal Oswal BSE Enhanced Value Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 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

Return in each calendar year.

Year by year
	A: Tata S&P BSE Sensex Index Fund	B: Motilal Oswal BSE Enhanced Value Index Fund	C: UTI Nifty 500 Value 50 Index Fund	D: Kotak Nifty Next 50 Index Fund
2026 so far (total, not a yearly rate)	−12.0%	−9.2%	−3.2%	−0.2%Higher
2025	+9.7%	+20.9%Higher	+15.7%	+2.1%
2024	+8.7%	+19.2%	+19.4%	+27.4%Higher
2023	+19.5%	+59.3%Higher	Not enough history	+26.1%
2022	+5.2%Higher	Not enough history	Not enough history	+0.7%
2021	+21.4%	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.