Compare mutual funds | Krystal Capitals

How much it grew
	A: Invesco India Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund
3-year returnA year, on average	+7.4%	+9.6%	+10.1%Higher
1-year returnTotal over the last year	−3.9%	−3.6%	+2.8%Higher
5-year returnA year, on average	+6.7%	+12.0%Higher	+8.4%
Since launchA year, on average, with at least a year of history	+8.8%from Oct 2007	+12.9%Higherfrom Apr 2006	+10.1%from Oct 2014

How it held up in falls

Worst fall

Biggest drop from a high, and when

A: Invesco India Balanced Advantage Fund−59.1%
Jan 2008 – Oct 2008
B: HDFC Balanced Advantage Fund−58.9%
Jan 2008 – Mar 2009
C: Aditya Birla Sun Life Balanced Advantage Fund−26.5%Smaller fall
Jan 2020 – Mar 2020

How it held up in falls
	A: Invesco India Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−59.1%Jan 2008 – Oct 2008	−58.9%Jan 2008 – Mar 2009	−26.5%Smaller fall

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: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	99%	95%	99%

Risk level

Smallest SIP

The basics
	A: Invesco India Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: 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
Smallest SIP	₹100 a month

Return in each calendar year.

Year by year
	A: Invesco India Balanced Advantage Fund	B: HDFC Balanced Advantage Fund	C: Aditya Birla Sun Life Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−4.2%	−5.0%	+1.1%Higher
2025	+2.7%	+7.2%	+10.1%Higher
2024	+15.9%	+16.7%Higher	+13.0%
2023	+20.1%	+31.3%Higher	+16.5%
2022	+4.1%	+18.8%Higher	+4.2%
2021	+13.1%	+26.4%Higher	+13.4%

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