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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6043 0.96 4.9006 18.2796 833.98 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6027 0.96 4.8998 18.2734 833.98 2.50 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.6192 0.79 10.5386 14.3908 12.0571 4365.23 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.3418 0.79 10.5503 14.3969 12.0674 4365.23 1.90 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.30 0.59 2.6919 198.63 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.30 0.59 2.6919 198.63 2.48 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.49 0.52 5.8986 291.86 2.40 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.49 0.52 5.8986 291.86 2.40 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.2262 0.48 -0.201 6.1008 4.7661 701.81 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.9039 0.48 -0.1519 8.5941 6.2775 701.81 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.2882 0.48 -0.2034 3.9497 3.7051 701.81 2.39 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.49 0.45 3.1346 10.3467 3302.74 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.49 0.45 3.1346 10.3467 3302.74 2.09 500.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.5507 0.38 4.7502 12.7305 833.19 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.5857 0.38 4.7537 12.9893 833.19 3.36 1000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.4366 0.38 0.9466 8.3202 652.81 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.6571 0.37 0.9421 8.3182 652.81 2.34 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.46 0.36 7.0233 12.7990 11.4178 66397.80 1.39 500.0 INVEST
HSBC Balanced Advantage Fund (G) 43.3353 0.35 2.8824 10.2727 8.3209 1447.69 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.3730 0.35 2.2195 10.2879 8.3290 1447.69 2.13 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.86 0.34 7.0175 12.6401 11.4147 66397.80 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.94 0.34 7.0366 12.6425 11.4233 66397.80 1.39 500.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.10 0.32 3.4617 9.1599 7.7069 1191.64 2.15 1000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.8754 0.30 4.7352 10.1759 9.6267 8725.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.8754 0.30 4.7352 10.1759 9.6267 8725.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.8754 0.30 4.7352 10.1759 9.6267 8725.14 1.79 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.28 0.30 3.4694 9.1626 7.7085 1191.64 2.15 1000.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.1447 0.29 2.1001 9.9766 8.5026 1564.62 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.5719 0.29 2.0947 9.9723 8.5090 1564.62 2.31 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.76 0.23 3.6756 10.6068 9.4425 16203.69 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.76 0.23 3.6756 10.6068 9.4425 16203.69 1.73 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.3709 0.23 2.4305 12.1003 2662.52 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.3655 0.23 2.4333 12.1029 2662.52 2.14 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.0910 0.21 4.3637 11.36 8.2217 3548.38 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.35 0.21 5.2807 11.8266 8.67 3548.38 1.93 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.8180 0.20 5.4335 10.7518 8.5594 2071.17 2.66 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.05 0.20 1.0067 8.3860 7.6922 799.81 2.35 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.8390 0.20 5.434 10.7492 8.9886 2071.17 2.66 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.19 0.19 6.721 12.7534 10.5007 8539.88 1.76 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.05 0.19 6.71 12.7640 10.5001 8539.88 1.76 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.72 0.19 3.733 9.3470 8.2748 799.81 2.35 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.0976 0.18 42.03 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.0988 0.18 42.03 3.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5140 0.17 6.3764 11.7904 1939.85 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3730 0.17 6.339 11.7798 1939.85 2.06 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.4330 0.16 3.9836 1129.50 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.4330 0.16 3.9836 1129.50 7.07 500.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.7976 0.15 4.0843 11.1631 9.7550 9031.58 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 180.2041 0.15 4.7835 12.0566 10.2850 9031.58 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 180.2041 0.15 4.7835 12.0566 10.2850 9031.58 2.01 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.9190 0.15 3.2927 15.5857 16.5279 98457.75 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (G) 521.4360 0.15 3.9498 15.8378 16.8886 98457.75 1.27 100.0 INVEST
ITI Balanced Advantage Fund (G) 14.2317 0.14 1.9127 9.9130 8.3849 347.67 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9144 0.14 1.91 9.6332 8.2193 347.67 3.21 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.5978 0.12 0.0121 7.3969 6.6801 50.31 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5749 0.12 0.0036 7.3504 6.6517 50.31 2.43 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3480 0.12 3.4761 12.0975 2004.90 2.51 500.0 INVEST
UTI-Unit Linked Insurance Plan 41.1960 0.11 -0.3719 7.7938 6.9080 4761.79 1.56 15000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8606 0.10 7.0179 1150.26 2.02 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.09 0.10 2.3082 1105.84 2.19 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.19 0.10 2.3092 1105.84 2.19 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.25 0.09 3.1053 13.5092 10.7740 3557.60 1.93 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.79 0.08 3.0808 13.5011 10.7795 3557.60 1.93 100.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6290 0.04 3.7905 2666.02 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0797 0.04 -1.3361 2666.02 0.61 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.4466 0.04 0.616 2877.65 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.4467 0.04 0.616 2877.65 2.74 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9102 0.02 5.6566 12.5630 38487.87 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.91 0.02 5.6567 12.5628 38487.87 1.53 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.2442 -0.01 8.9943 11.3497 10.8819 139.84 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.3102 -0.01 8.9943 11.3492 10.8810 139.84 2.48 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.94 -0.02 -0.6123 10.3911 8.6656 984.41 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.45 -0.06 -0.6696 10.3577 8.6413 984.41 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.45 -0.06 -0.6696 10.3577 8.6413 984.41 2.78 1000.0 INVEST