All comparisons
Head-to-head
Principal Balanced Advantage Fund - Direct Plan - Growth Optionvsquant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
Side-by-side comparison of Principal Balanced Advantage Fund - Direct Plan - Growth Option and quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
Principal Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.28 L
5Y ago₹1.54 L
hybrid
quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
3Y ago₹1.51 L
5Y ago—
Normalised price over time
Both funds start 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.
| Metric | Principal Balanced Advantage Fu… | quant Dynamic Asset Allocation … |
|---|---|---|
| Fund house | Principal Mutual Fund | quant Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Latest NAV | ₹27.87 | ₹17.1518 |
| Assets managed (AUM) | — | — |
| 1Y return | 12.11% | 1.96% |
| 3Y CAGR | 8.61% | 14.61% |
| 5Y CAGR | 8.97% | — |
| Since inception CAGR | 10.22% | 17.20% |
| Bumpiness · 3Y (annualised σ) | 7.47 | 14.41 |
| Worst drop ever | -13.84% | -18.43% |
| Sharpe · 3Y (rf=6%) | 0.33 | 0.55 |
Explore each fund individually
Principal Balanced Advantage Fund - Direct Plan - Growth Option →quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option →
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