Compare mutual funds | Krystal Capitals

How much it grew
	A: Sundaram Dynamic Asset Allocation Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund	D: Baroda BNP Paribas Balanced Advantage Fund
3-year returnA year, on average	+6.0%Middle return of funds of this type we offer: +7.9% a year	+9.7%Middle 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	+9.9%HigherMiddle return of funds of this type we offer: +7.9% a year
1-year returnTotal over the last year	−5.1%	−1.0%	+0.9%Higher	+0.4%
5-year returnA year, on average	Not enough history	+7.6%	+9.2%Higher	+8.4%
Since launchA year, on average, with at least a year of history	+6.3%from Jan 2022	+8.4%from Aug 2017	+10.9%from Jan 2007	+12.2%Higherfrom Nov 2018

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Sundaram Dynamic Asset Allocation Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund	D: Baroda BNP Paribas Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−10.1%Smaller fallNov 2025 – Mar 2026

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Sundaram Dynamic Asset Allocation Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund	D: Baroda BNP Paribas Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%

Risk level

Often used for

What funds of this type are usually for

A: Sundaram Dynamic Asset Allocation FundLeaving the shares-or-bonds decision to the fund.
B: Axis Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
C: ICICI Prudential Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
D: Baroda BNP Paribas Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.

Smallest SIP

The basics
	A: Sundaram Dynamic Asset Allocation Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund	D: Baroda BNP Paribas 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: Sundaram Dynamic Asset Allocation Fund	B: Axis Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund	D: Baroda BNP Paribas Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−5.6%	−2.8%	−0.9%Higher	−1.6%
2025	+5.1%	+7.0%	+12.2%Higher	+7.8%
2024	+12.6%	+17.5%Higher	+12.3%	+14.9%
2023	+14.1%	+20.0%	+16.5%	+21.1%Higher
2022	+5.0%	−0.4%	+7.9%Higher	+2.6%
2021	Not enough history	+15.7%	+15.1%	+16.5%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	+6.8%Sept 2023 – Sept 2026	+3.7%Sept 2017 – Sept 2020	+0.6%Apr 2017 – Apr 2020	+10.6%Smaller fallSept 2023 – Sept 2026

Worst calendar yearThe year and its return	+5.0%Smaller fallin 2022	−0.4%in 2022	−37.1%in 2008	+2.6%in 2022

Ups and downsLast 3 years. Lower is steadier.	8.4%	8.1%	7.1%Steadier	10.5%

Typical 3-year returnThe middle of all 3-year stretches, a year	+10.1%	+11.0%	+11.9%	+14.1%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.