Compare mutual funds | Krystal Capitals

How much it grew
	A: NJ Balanced Advantage Fund	B: HDFC Balanced Advantage Fund
3-year returnA year, on average	+6.3%	+9.6%Higher
1-year returnTotal over the last year	−3.1%Higher	−3.6%
5-year returnA year, on average	Not enough history	+12.0%
Since launchA year, on average, with at least a year of history	+6.0%from Nov 2021	+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: NJ Balanced Advantage Fund	B: HDFC Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−15.4%Smaller fallSept 2024 – Apr 2025	−58.9%Jan 2008 – Mar 2009
Worst 3-year stretchA year, from the unluckiest start date	+6.8%Smaller fall

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: NJ Balanced Advantage Fund	B: HDFC Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%Steadier	95%
Ups and downsLast 3 years. Lower is steadier.	8.3%Steadier

Risk level

Smallest SIP

The basics
	A: NJ Balanced Advantage Fund	B: HDFC Balanced Advantage Fund
Risk level	See the fund house's risk level	See the fund house's risk level
Smallest SIP	₹100 a month	₹100 a month
Track recordYears of price history	4 years

Return in each calendar year.

Year by year
	A: NJ Balanced Advantage Fund	B: HDFC Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−2.4%Higher	−5.0%
2025	+1.5%	+7.2%Higher
2024	+10.0%	+16.7%Higher
2023	+23.0%	+31.3%Higher
2022	−0.2%	+18.8%Higher
2021	Not enough history	+26.4%

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