MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

hybridDirect
HDFC Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.43 L
5Y ago₹2.03 L
hybridDirect
quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
3Y ago₹1.51 L
5Y ago—

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricHDFC Balanced Advantage Fund - …quant Dynamic Asset Allocation …
Fund houseHDFC Mutual Fundquant Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced AdvantageHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
PlanDirectDirect
Latest NAV₹570.199₹17.1518
Assets managed (AUM)——
1M return-0.37%-1.10%
6M return-0.47%4.39%
1Y return3.21%1.96%
3Y CAGR12.67%14.61%
5Y CAGR15.27%—
Since inception CAGR14.03%17.20%
Bumpiness · 3Y (annualised σ)9.8914.41
Worst drop ever-34.20%-18.43%
Sharpe · 3Y (rf=6%)0.630.55