Compare mutual funds | Krystal Capitals

How much it grew
	A: The Wealth Company Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Axis Balanced Advantage Fund
3-year returnA year, on average	Not enough historyMiddle return of funds of this type we offer: +7.7% a year	+9.6%Middle return of funds of this type we offer: +7.7% a year	+10.1%HigherMiddle return of funds of this type we offer: +7.7% a year	+9.7%Middle return of funds of this type we offer: +7.9% a year
1-year returnTotal over the last year	Not enough history	−3.6%	+2.8%Higher	−1.0%
5-year returnA year, on average	Not enough history	+12.0%Higher	+8.4%	+7.6%
Since launchA year, on average, with at least a year of history	Not enough history	+12.9%Higherfrom Apr 2006	+10.1%from Oct 2014	+8.4%from Aug 2017

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: The Wealth Company Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Axis Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	Not enough history	−58.9%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: The Wealth Company Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Axis Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	95%

Risk level

Often used for

What funds of this type are usually for

A: The Wealth Company Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
B: HDFC Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
C: Aditya Birla Sun Life Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
D: Axis Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.

Smallest SIP

The basics
	A: The Wealth Company Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Axis Balanced Advantage 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: The Wealth Company Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Axis Balanced Advantage Fund
2026 so far (total, not a yearly rate)	Not enough history	−5.0%	+1.1%Higher	−2.8%
2025	Not enough history	+7.2%	+10.1%Higher	+7.0%
2024	Not enough history	+16.7%	+13.0%	+17.5%Higher
2023	Not enough history	+31.3%Higher	+16.5%	+20.0%
2022	Not enough history	+18.8%Higher	+4.2%	−0.4%
2021	Not enough history	+26.4%Higher	+13.4%	+15.7%

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	Not enough history	−3.8%Apr 2017 – Apr 2020	−1.4%Mar 2017 – Mar 2020	+3.7%Smaller fallSept 2017 – Sept 2020

Worst calendar yearThe year and its return	Not enough history	−48.3%in 2008	+0.7%Smaller fallin 2018	−0.4%in 2022

Ups and downsLast 3 years. Lower is steadier.	Not enough history	9.8%	8.2%	8.1%Steadier

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+13.8%Steadier	+11.3%	+11.0%

Often used forWhat funds of this type are usually for	Leaving the shares-or-bonds decision to the fund.	Leaving the shares-or-bonds decision to the fund.	Leaving the shares-or-bonds decision to the fund.	Leaving the shares-or-bonds decision to the fund.