Compare mutual funds | Krystal Capitals

How much it grew
	A: Union Large Cap	B: WhiteOak Capital Large Cap Fund	C: Quant Large Cap Fund
3-year returnA year, on average	+5.9%	+10.6%	+11.1%Higher
1-year returnTotal over the last year	−8.2%	−5.8%	+0.1%Higher
5-year returnA year, on average	+4.6%	Not enough history	Not enough history
Since launchA year, on average, with at least a year of history	+8.8%from May 2017	+9.9%from Dec 2022	+10.7%Higherfrom Aug 2022

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Union Large Cap	B: WhiteOak Capital Large Cap Fund	C: Quant Large Cap Fund
Worst fallBiggest drop from a high, and when	−36.4%Jan 2020 – Mar 2020	−15.8%Smaller fallSept 2024 – Feb 2025	−21.6%Sept 2024 – Mar 2025

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was

	A: Union Large Cap	B: WhiteOak Capital Large Cap Fund	C: Quant Large Cap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	97%	Not enough history	100%Steadier

Risk level

A: Union Large CapSee the fund house's risk level
B: WhiteOak Capital Large Cap FundVery High
From the fund house, as of 30 Sept 2026
C: Quant Large Cap FundVery High
From the fund house, as of 30 Sept 2026

Smallest SIP

The basics
	A: Union Large Cap	B: WhiteOak Capital Large Cap Fund	C: Quant Large Cap Fund
Risk level	See the fund house's risk level	Very HighFrom the fund house, as of 30 Sept 2026	Very HighFrom the fund house, as of 30 Sept 2026
Smallest SIP

Return in each calendar year.

Year by year
	A: Union Large Cap	B: WhiteOak Capital Large Cap Fund	C: Quant Large Cap Fund
2026 so far (total, not a yearly rate)	−7.4%	−6.7%	+0.6%Higher
2025	+4.2%	+7.7%Higher	+3.7%
2024	+12.4%	+20.9%Higher	+14.2%
2023	+22.3%	+23.2%	+26.8%Higher
2022	−0.5%	Not enough history	Not enough history
2021	+28.6%	Not enough history	Not enough history

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