Compare mutual funds | Krystal Capitals

How much it grew
	A: Helios Balanced Advantage Fund	B: ICICI Prudential Balanced Advantage Fund	C: HDFC Balanced Advantage Fund
3-year returnA year, on average	Not enough history	+9.8%Higher	+9.6%
1-year returnTotal over the last year	−2.8%	+0.9%Higher	−3.6%
5-year returnA year, on average	Not enough history	+9.2%	+12.0%Higher
Since launchA year, on average, with at least a year of history	+4.3%from Mar 2024	+10.9%from Jan 2007	+12.9%Higherfrom Apr 2006

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Helios Balanced Advantage Fund	B: ICICI Prudential Balanced Advantage Fund	C: HDFC Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−11.4%Smaller fallDec 2024 – Feb 2025	−45.1%Jan 2008 – Oct 2008	−58.9%Jan 2008 – Mar 2009

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Helios Balanced Advantage Fund	B: ICICI Prudential Balanced Advantage Fund	C: HDFC Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	100%Steadier	95%

Risk level

Smallest SIP

The basics
	A: Helios Balanced Advantage Fund	B: ICICI Prudential Balanced Advantage Fund	C: HDFC 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
Smallest SIP	₹1,000 a month

Return in each calendar year.

Year by year
	A: Helios Balanced Advantage Fund	B: ICICI Prudential Balanced Advantage Fund	C: HDFC Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−3.8%	−0.9%Higher	−5.0%
2025	+5.0%	+12.2%Higher	+7.2%
2024	Not enough history	+12.3%	+16.7%Higher
2023	Not enough history	+16.5%	+31.3%Higher
2022	Not enough history	+7.9%	+18.8%Higher
2021	Not enough history	+15.1%	+26.4%Higher

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