Compare mutual funds | Krystal Capitals

How much it grew
	A: Sundaram Dynamic Asset Allocation Fund	B: HDFC Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
3-year returnA year, on average	+6.0%	+9.6%	+9.8%Higher
1-year returnTotal over the last year	−5.1%	−3.6%	+0.9%Higher
5-year returnA year, on average	Not enough history	+12.0%Higher	+9.2%
Since launchA year, on average, with at least a year of history	+6.3%from Jan 2022	+12.9%Higherfrom Apr 2006	+10.9%from Jan 2007

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: HDFC Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−10.1%Smaller fallNov 2025 – Mar 2026	−58.9%Jan 2008 – Mar 2009	−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: Sundaram Dynamic Asset Allocation Fund	B: HDFC Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	95%	100%

Risk level

Smallest SIP

The basics
	A: Sundaram Dynamic Asset Allocation Fund	B: HDFC 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: Sundaram Dynamic Asset Allocation Fund	B: HDFC Balanced Advantage Fund	C: ICICI Prudential Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−5.6%	−5.0%	−0.9%Higher
2025	+5.1%	+7.2%	+12.2%Higher
2024	+12.6%	+16.7%Higher	+12.3%
2023	+14.1%	+31.3%Higher	+16.5%
2022	+5.0%	+18.8%Higher	+7.9%
2021	Not enough history	+26.4%Higher	+15.1%

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