Compare mutual funds | Krystal Capitals

How much it grew
	A: Tata Balanced Advantage Fund	B: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: ICICI Prudential Balanced Advantage Fund
3-year returnA year, on average	+6.0%	+10.6%Higher	+9.6%	+9.8%
1-year returnTotal over the last year	−2.9%	−4.3%	−3.6%	+0.9%Higher
5-year returnA year, on average	+6.5%	Not enough history	+12.0%Higher	+9.2%
Since launchA year, on average, with at least a year of history	+9.5%from Jan 2019	+14.1%Higherfrom Apr 2023	+12.9%from 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: Tata Balanced Advantage Fund	B: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: ICICI Prudential Balanced Advantage Fund
Worst fallBiggest drop from a high, and when	−20.3%Jan 2020 – Mar 2020	−18.9%

3-year stretches that made money

Out of every 3-year stretch on record

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

Risk level

Smallest SIP

The basics
	A: Tata Balanced Advantage Fund	B: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: 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

Return in each calendar year.

Year by year
	A: Tata Balanced Advantage Fund	B: Quant Dynamic Asset Allocation Fund	C: HDFC Balanced Advantage Fund	D: ICICI Prudential Balanced Advantage Fund
2026 so far (total, not a yearly rate)	−4.4%	−4.4%	−5.0%	−0.9%Higher
2025	+6.0%	+3.7%	+7.2%	+12.2%Higher
2024	+10.8%	+20.2%Higher	+16.7%	+12.3%
2023	+17.0%	Not enough history	+31.3%Higher	+16.5%
2022	+5.5%	Not enough history	+18.8%Higher	+7.9%
2021	+16.5%	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.