Compare mutual funds | Krystal Capitals

How much it grew
	A: Samco Dynamic Asset Allocation Fund	B: ICICI Prudential Balanced Advantage Fund	C: Quant Dynamic Asset Allocation Fund	D: HDFC Balanced Advantage Fund
3-year returnA year, on average	Not enough historyMiddle return of funds of this type we offer: +7.9% a year	+9.8%Middle return of funds of this type we offer: +7.7% a year	+10.6%HigherMiddle return of funds of this type we offer: +7.7% a year	+9.6%Middle return of funds of this type we offer: +7.7% a year
1-year returnTotal over the last year	−5.0%	+0.9%Higher	−4.3%	−3.6%
5-year returnA year, on average	Not enough history	+9.2%	Not enough history	+12.0%Higher
Since launchA year, on average, with at least a year of history	−0.3%from Jan 2024	+10.9%from Jan 2007	+14.1%Higherfrom Apr 2023	+12.9%from Apr 2006

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Samco Dynamic Asset Allocation Fund	B: ICICI Prudential Balanced Advantage Fund	C: Quant Dynamic Asset Allocation Fund	D: HDFC Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−17.2%Smaller fallSept 2024 – Mar 2026

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Samco Dynamic Asset Allocation Fund	B: ICICI Prudential Balanced Advantage Fund	C: Quant Dynamic Asset Allocation Fund	D: HDFC Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	Not enough history	100%

Risk level

Often used for

What funds of this type are usually for

A: Samco Dynamic Asset Allocation FundLeaving the shares-or-bonds decision to the fund.
B: ICICI Prudential Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
C: Quant Dynamic Asset Allocation FundLeaving the shares-or-bonds decision to the fund.
D: HDFC Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.

Smallest SIP

The basics
	A: Samco Dynamic Asset Allocation Fund	B: ICICI Prudential Balanced Advantage Fund	C: Quant Dynamic Asset Allocation Fund	D: 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

Return in each calendar year.

Year by year
	A: Samco Dynamic Asset Allocation Fund	B: ICICI Prudential Balanced Advantage Fund	C: Quant Dynamic Asset Allocation Fund	D: HDFC Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−4.4%	−0.9%Higher	−4.4%	−5.0%
2025	−4.5%	+12.2%Higher	+3.7%	+7.2%
2024	+8.8%	+12.3%	+20.2%Higher	+16.7%
2023	Not enough history	+16.5%	Not enough history	+31.3%Higher
2022	Not enough history	+7.9%	Not enough history	+18.8%Higher
2021	Not enough history	+15.1%	Not enough history	+26.4%Higher

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

Worst 3-year stretchA year, from the unluckiest start date	Not enough history	+0.6%Smaller fallApr 2017 – Apr 2020	Not enough history	−3.8%Apr 2017 – Apr 2020

Worst calendar yearThe year and its return	−4.5%in 2025	−37.1%in 2008	+3.7%Smaller fallin 2025	−48.3%in 2008

Ups and downsLast 3 years. Lower is steadier.	Not enough history	7.1%Steadier	14.2%	9.8%

Typical 3-year returnThe middle of all 3-year stretches, a year	Not enough history	+11.9%	Not enough history	+13.8%Steadier

Often used forWhat funds of this type are usually for	Leaving the shares-or-bonds decision to the fund.	Leaving the shares-or-bonds decision to the fund.	Leaving the shares-or-bonds decision to the fund.	Leaving the shares-or-bonds decision to the fund.