Compare mutual funds | Krystal Capitals

How much it grew
	A: Tata Balanced Advantage Fund	B: Baroda BNP Paribas Balanced Advantage Fund	C: Axis Balanced Advantage Fund	D: HDFC Balanced Advantage Fund
3-year returnA year, on average	+6.0%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	+9.7%Middle return of funds of this type we offer: +7.9% a year	+9.6%Middle return of funds of this type we offer: +7.7% a year
1-year returnTotal over the last year	−2.9%	+0.4%Higher	−1.0%	−3.6%
5-year returnA year, on average	+6.5%	+8.4%	+7.6%	+12.0%Higher
Since launchA year, on average, with at least a year of history	+9.5%from Jan 2019	+12.2%from Nov 2018	+8.4%from Aug 2017	+12.9%Higherfrom Apr 2006

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Tata Balanced Advantage Fund	B: Baroda BNP Paribas Balanced Advantage Fund	C: Axis Balanced Advantage Fund	D: HDFC Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−20.3%Jan 2020 – Mar 2020	−20.8%

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Tata Balanced Advantage Fund	B: Baroda BNP Paribas Balanced Advantage Fund	C: Axis Balanced Advantage Fund	D: HDFC 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: Tata Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
B: Baroda BNP Paribas Balanced Advantage FundLeaving the shares-or-bonds decision to the fund.
C: Axis Balanced Advantage 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: Tata Balanced Advantage Fund	B: Baroda BNP Paribas Balanced Advantage Fund	C: Axis Balanced Advantage 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: Tata Balanced Advantage Fund	B: Baroda BNP Paribas Balanced Advantage Fund	C: Axis Balanced Advantage Fund	D: HDFC Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−4.4%	−1.6%Higher	−2.8%	−5.0%
2025	+6.0%	+7.8%Higher	+7.0%	+7.2%
2024	+10.8%	+14.9%	+17.5%Higher	+16.7%
2023	+17.0%	+21.1%	+20.0%	+31.3%Higher
2022	+5.5%	+2.6%	−0.4%	+18.8%Higher
2021	+16.5%	+16.5%	+15.7%	+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	+6.1%Oct 2023 – Oct 2026	+10.6%Smaller fallSept 2023 – Sept 2026	+3.7%Sept 2017 – Sept 2020	−3.8%Apr 2017 – Apr 2020

Worst calendar yearThe year and its return	+5.5%Smaller fallin 2022	+2.6%in 2022	−0.4%in 2022	−48.3%in 2008

Ups and downsLast 3 years. Lower is steadier.	7.5%Steadier	10.5%	8.1%	9.8%

Typical 3-year returnThe middle of all 3-year stretches, a year	+12.1%	+14.1%Steadier	+11.0%	+13.8%

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.