Compare mutual funds | Krystal Capitals

How much it grew
	A: DSP Dynamic Asset Allocation Fund Reg	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Quant Dynamic Asset Allocation Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +7.7% a year	+8.8%	+9.6%	+10.1%	+10.6%Higher
1-year returnTotal over the last year	+0.8%	−3.6%	+2.8%Higher	−4.3%
5-year returnA year, on average	+7.0%	+12.0%Higher	+8.4%	Not enough history
Since launchA year, on average, with at least a year of history	+8.5%from Feb 2014	+12.9%from Apr 2006	+10.1%from Oct 2014	+14.1%Higherfrom Apr 2023

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: DSP Dynamic Asset Allocation Fund Reg	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Quant Dynamic Asset Allocation Fund
Worst fallBiggest drop from a high, and when	−19.4%Feb 2020 – Mar 2020	−58.9%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: DSP Dynamic Asset Allocation Fund Reg	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Quant Dynamic Asset Allocation Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%Steadier

Risk level

Often used for

What funds of this type are usually for

A: DSP Dynamic Asset Allocation Fund RegLeaving 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: Quant Dynamic Asset Allocation FundLeaving the shares-or-bonds decision to the fund.

Smallest SIP

The basics
	A: DSP Dynamic Asset Allocation Fund Reg	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Quant Dynamic Asset Allocation 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: DSP Dynamic Asset Allocation Fund Reg	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund	D: Quant Dynamic Asset Allocation Fund
2026 so far (total, not a yearly rate)	−0.9%	−5.0%	+1.1%Higher	−4.4%
2025	+8.7%	+7.2%	+10.1%Higher	+3.7%
2024	+12.4%	+16.7%	+13.0%	+20.2%Higher
2023	+17.1%	+31.3%Higher	+16.5%	Not enough history
2022	+0.1%	+18.8%Higher	+4.2%	Not enough history
2021	+9.3%	+26.4%Higher	+13.4%	Not enough history

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	+0.2%Smaller fallMar 2017 – Mar 2020	−3.8%Apr 2017 – Apr 2020	−1.4%Mar 2017 – Mar 2020	Not enough history

Worst calendar yearThe year and its return	+0.1%in 2022	−48.3%in 2008	+0.7%in 2018	+3.7%Smaller fallin 2025

Ups and downsLast 3 years. Lower is steadier.	5.8%Steadier	9.8%	8.2%	14.2%

Typical 3-year returnThe middle of all 3-year stretches, a year	+9.0%	+13.8%Steadier	+11.3%	Not enough history

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.