Compare mutual funds | Krystal Capitals

How much it grew
	A: Baroda BNP Paribas Balanced Advantage Fund	B: WhiteOak Capital Balanced Advantage Fund	C: Axis Balanced Advantage Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +7.9% a year	+9.9%Higher	+9.5%	+9.7%
1-year returnTotal over the last year	+0.4%Higher	−0.6%	−1.0%
5-year returnA year, on average	+8.4%Higher	Not enough history	+7.6%
Since launchA year, on average, with at least a year of history	+12.2%Higherfrom Nov 2018	+10.8%from Feb 2023	+8.4%from Aug 2017

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: Baroda BNP Paribas Balanced Advantage Fund−20.8%
Feb 2020 – Mar 2020
B: WhiteOak Capital Balanced Advantage Fund−10.0%Smaller fall
Nov 2025 – Mar 2026
C: Axis Balanced Advantage Fund−17.3%
Feb 2020 – Mar 2020

How it held up in falls
	A: Baroda BNP Paribas Balanced Advantage Fund	B: WhiteOak Capital Balanced Advantage Fund	C: Axis Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−20.8%Feb 2020 – Mar 2020	−10.0%Smaller fallNov 2025 – Mar 2026	−17.3%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
Ups and downs
	A: Baroda BNP Paribas Balanced Advantage Fund	B: WhiteOak Capital Balanced Advantage Fund	C: Axis Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	Not enough history	100%

Risk level

Often used for

What funds of this type are usually for

A: Baroda BNP Paribas Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
B: WhiteOak Capital Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
C: Axis Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.

Smallest SIP

The basics
	A: Baroda BNP Paribas Balanced Advantage Fund	B: WhiteOak Capital Balanced Advantage Fund	C: 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
Often used forWhat funds of this type are usually for

Return in each calendar year.

Year by year
	A: Baroda BNP Paribas Balanced Advantage Fund	B: WhiteOak Capital Balanced Advantage Fund	C: Axis Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−1.6%	−1.1%Higher	−2.8%
2025	+7.8%Higher	+7.0%	+7.0%
2024	+14.9%	+16.8%	+17.5%Higher
2023	+21.1%Higher	Not enough history	+20.0%
2022	+2.6%Higher	Not enough history	−0.4%
2021	+16.5%Higher	Not enough history	+15.7%

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