Compare mutual funds | Krystal Capitals

How much it grew
	A: Bajaj Finserv Balanced Advantage Fund	B: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: Aditya Birla Sun Life Balanced Advantage Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +7.7% a year	Not enough history	+10.6%Higher	+9.6%	+10.1%
1-year returnTotal over the last year	−1.4%	−4.3%	−3.6%	+2.8%Higher
5-year returnA year, on average	Not enough history	Not enough history	+12.0%Higher	+8.4%
Since launchA year, on average, with at least a year of history	+4.7%from Dec 2023	+14.1%Higherfrom Apr 2023	+12.9%from Apr 2006	+10.1%from 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: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: Aditya Birla Sun Life Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−13.1%Smaller fallSept 2024 – Mar 2025

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: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: Aditya Birla Sun Life Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history

Risk level

Often used for

What funds of this type are usually for

A: Bajaj Finserv Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
B: Quant Dynamic Asset Allocation FundLeaving the shares-or-bonds decision to the fund.
C: HDFC Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
D: Aditya Birla Sun Life Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.

Smallest SIP

The basics
	A: Bajaj Finserv Balanced Advantage Fund	B: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: Aditya Birla Sun Life 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: Bajaj Finserv Balanced Advantage Fund	B: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: Aditya Birla Sun Life Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−2.9%	−4.4%	−5.0%	+1.1%Higher
2025	+8.4%	+3.7%	+7.2%	+10.1%Higher
2024	+7.1%	+20.2%Higher	+16.7%	+13.0%
2023	Not enough history	Not enough history	+31.3%Higher	+16.5%
2022	Not enough history	Not enough history	+18.8%Higher	+4.2%
2021	Not enough history	Not enough history	+26.4%Higher	+13.4%

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

Worst calendar yearThe year and its return	+7.1%Smaller fallin 2024	+3.7%in 2025	−48.3%in 2008	+0.7%in 2018

Ups and downsLast 3 years. Lower is steadier.	Not enough history	14.2%	9.8%	8.2%Steadier

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

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.