Compare mutual funds | Krystal Capitals

How much it grew
	A: Invesco India Balanced Advantage Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
3-year returnA year, on average	+7.4%	+9.7%	+9.8%Higher
1-year returnTotal over the last year	−3.9%	−1.0%	+0.9%Higher
5-year returnA year, on average	+6.7%	+7.6%	+9.2%Higher
Since launchA year, on average, with at least a year of history	+8.8%from Oct 2007	+8.4%from Aug 2017	+10.9%Higherfrom Jan 2007

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Invesco India Balanced Advantage Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−59.1%Jan 2008 – Oct 2008	−17.3%Smaller fallFeb 2020 – Mar 2020	−45.1%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
Ups and downsLast 3 years. Lower is steadier.
	A: Invesco India Balanced Advantage Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	99%	100%	100%

Risk level

Smallest SIP

The basics
	A: Invesco India Balanced Advantage Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential 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	₹100 a month

Return in each calendar year.

Year by year
	A: Invesco India Balanced Advantage Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−4.2%	−2.8%	−0.9%Higher
2025	+2.7%	+7.0%	+12.2%Higher
2024	+15.9%	+17.5%Higher	+12.3%
2023	+20.1%Higher	+20.0%	+16.5%
2022	+4.1%	−0.4%	+7.9%Higher
2021	+13.1%	+15.7%Higher	+15.1%

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