Compare mutual funds | Krystal Capitals

How much it grew
	A: Union Large & Midcap Fund	B: Quant Large and Mid Cap Fund	C: HSBC Large & Mid Cap Fund	D: Bandhan Large & Mid Cap Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +11.0% a year	+10.4%	+12.6%	+14.9%	+15.1%Higher
1-year returnTotal over the last year	−0.8%	+5.8%Higher	+3.1%	−1.2%
5-year returnA year, on average	+8.1%	+11.9%	+11.3%	+13.4%Higher
Since launchA year, on average, with at least a year of history	+15.0%from Dec 2019	+13.3%from Jan 2007	+15.1%Higherfrom Apr 2019	+11.4%from Jun 2008

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Union Large & Midcap Fund	B: Quant Large and Mid Cap Fund	C: HSBC Large & Mid Cap Fund	D: Bandhan Large & Mid Cap Fund
Worst fallBiggest drop from a high, and when	−35.7%Smaller fallFeb 2020 – Mar 2020

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Union Large & Midcap Fund	B: Quant Large and Mid Cap Fund	C: HSBC Large & Mid Cap Fund	D: Bandhan Large & Mid Cap Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	93%

Risk level

A: Union Large & Midcap FundVery High
From the fund house, as of 30 Sept 2026
B: Quant Large and Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
C: HSBC Large & Mid Cap FundVery High
From the fund house, as of 30 Sept 2026
D: Bandhan Large & Mid Cap FundVery High
From the fund house, as of 30 Sept 2026

Often used for

What funds of this type are usually for

A: Union Large & Midcap FundLong-term goals. They invest mainly in big and mid-sized companies.
B: Quant Large and Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.
C: HSBC Large & Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.
D: Bandhan Large & Mid Cap FundLong-term goals. They invest mainly in big and mid-sized companies.

Smallest SIP

The basics
	A: Union Large & Midcap Fund	B: Quant Large and Mid Cap Fund	C: HSBC Large & Mid Cap Fund	D: Bandhan Large & Mid Cap Fund
Risk level	Very HighFrom the fund house, as of 30 Sept 2026	Very HighFrom the fund house, as of 30 Sept 2026

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	+11.8%Smaller fallJul 2023 – Jul 2026	−7.3%Oct 2010 – Oct 2013	+11.5%Jul 2019 – Jul 2022	−6.5%May 2017 – May 2020

Worst calendar yearThe year and its return	−3.2%Smaller fallin 2022	−44.3%in 2008	−3.8%in 2022	−26.8%in 2011

Ups and downsLast 3 years. Lower is steadier.	15.3%	16.5%	17.7%	14.3%Steadier

Typical 3-year returnThe middle of all 3-year stretches, a year	+17.0%	+16.6%	+19.2%Steadier	+14.4%

Often used forWhat funds of this type are usually for	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.	Long-term goals. They invest mainly in big and mid-sized companies.