Compare mutual funds | Krystal Capitals

How much it grew
	A: Bajaj Finserv Balanced Advantage Fund	B: Aditya Birla Sun Life Balanced Advantage Fund
3-year returnA year, on average	Not enough history	+10.1%
1-year returnTotal over the last year	−1.4%	+2.8%Higher
5-year returnA year, on average	Not enough history	+8.4%
Since launchA year, on average, with at least a year of history	+4.7%from Dec 2023	+10.1%Higherfrom Oct 2014

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Bajaj Finserv Balanced Advantage Fund	B: Aditya Birla Sun Life Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−13.1%Smaller fallSept 2024 – Mar 2025	−26.5%Jan 2020 – Mar 2020
Worst 3-year stretchA year, from the unluckiest start date	Not enough history

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Bajaj Finserv Balanced Advantage Fund	B: Aditya Birla Sun Life Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	99%
Ups and downsLast 3 years. Lower is steadier.	Not enough history	8.2%

Risk level

Smallest SIP

The basics
	A: Bajaj Finserv Balanced Advantage Fund	B: Aditya Birla Sun Life Balanced Advantage Fund
Risk level	See the fund house's risk level	See the fund house's risk level
Smallest SIP	₹500 a month	₹100 a month
Track recordYears of price history

Return in each calendar year.

Year by year
	A: Bajaj Finserv Balanced Advantage Fund	B: Aditya Birla Sun Life Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−2.9%	+1.1%Higher
2025	+8.4%	+10.1%Higher
2024	+7.1%	+13.0%Higher
2023	Not enough history	+16.5%
2022	Not enough history	+4.2%
2021	Not enough history	+13.4%

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