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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.04 0.40 -3.6468 156.86 3.39 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.04 0.40 -3.6468 156.86 3.39 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7128 0.33 -3.9767 6.0410 4.5640 320.20 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 13.9908 0.33 -3.9773 6.3112 4.7238 320.20 3.25 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.10 0.09 -2.5772 264.85 2.82 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.17 0.09 -2.5305 264.85 2.82 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.20 0.08 -3.2967 5.9140 3241.74 2.42 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.20 0.08 -3.2967 5.9140 3241.74 2.42 500.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.2676 0.06 8.0089 1477.60 1.99 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 17.88 0.06 -2.4494 6.3954 5.7895 1157.75 2.56 1000.0 INVEST
Union Balanced Advantage Fund (G) 19.98 0.05 -2.4414 6.3938 5.7886 1157.75 2.56 1000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.6691 0.04 0.0503 9.4787 8.4288 5162.17 2.05 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 14.9612 0.04 0.1898 9.5312 8.4666 5162.17 2.05 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.58 0.02 0.3112 8.4663 7.2436 12880.20 1.92 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 19.68 0.0 0.3208 8.4703 7.2483 12880.20 1.92 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.72 0.0 0.6226 8.5842 7.3066 12880.20 1.92 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 13.8862 -0.08 -4.0697 6.9597 2686.76 2.22 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.3737 -0.08 -4.0715 6.9617 2686.76 2.22 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6232 -0.09 1.898 2532.94 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 9.9315 -0.09 -3.5515 2532.94 0.76 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.88 -0.10 -4.7252 1007.12 2.40 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.78 -0.10 -4.6788 1007.12 2.40 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.69 -0.14 -0.1605 9.2558 8.9928 71913.46 1.57 500.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.7289 -0.16 -1.9367 7.48 6.6502 1474.15 2.48 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.2409 -0.16 -1.2954 7.4666 6.6428 1474.15 2.48 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.6790 -0.16 0.949 7.6531 6.1984 2234.66 2.31 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 75.63 -0.16 -0.1584 9.2439 8.9975 71913.46 1.57 500.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.1580 -0.16 0.2916 7.9745 2109.29 2.28 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7620 -0.16 0.9533 7.6528 6.6217 2234.66 2.31 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.2810 -0.16 0.3231 7.9864 2109.29 2.28 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3710 -0.18 -2.6168 5.8620 653.43 2.94 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.6002 -0.18 -2.6216 5.8601 653.43 2.94 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 16.06 -0.19 -0.1655 9.2330 8.9912 71913.46 1.57 500.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.72 -0.19 2.3317 9.5388 8.2164 9836.35 1.95 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.28 -0.20 2.4616 9.5824 8.2492 9836.35 1.95 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.4957 -0.20 42.58 3.35 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.4944 -0.20 42.58 3.35 5000.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 176.9484 -0.23 -1.3338 8.3190 7.5080 9532.23 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.1429 -0.23 -1.9924 7.4572 6.9918 9532.23 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 176.9484 -0.23 -1.3338 8.3190 7.5080 9532.23 1.99 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.2260 -0.23 -1.9478 1206.56 2.61 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.2260 -0.23 -1.9478 1206.56 2.61 500.0 INVEST
SBI Balanced Advantage Fund (G) 15.2350 -0.24 -1.8907 7.8449 8.3232 40544.59 1.67 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.2352 -0.24 -1.8907 7.8450 8.3237 40544.59 1.67 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.49 -0.24 -1.6936 9.0645 7.5291 3651.14 2.15 100.0 INVEST
AXIS Balanced Advantage Fund (G) 20.75 -0.24 -1.6588 9.0518 7.5202 3651.14 2.15 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.87 -0.26 0.2013 8.3391 6.8007 3703.78 2.26 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.4840 -0.27 -0.1566 8.0709 6.6441 3703.78 2.26 100.0 INVEST
Tata Balanced Advantage Fund (G) 19.8733 -0.27 -3.2981 5.5882 6.3821 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.0662 -0.27 -3.301 5.5871 6.3815 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.0662 -0.27 -7.2254 4.1390 5.5036 8005.06 1.88 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.0627 -0.28 -0.8598 6.5592 4.7672 4930.11 1.60 15000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3560 -0.28 -0.829 9.1231 2256.34 2.25 500.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.5329 -0.29 0.1284 6.9178 8.6470 173.75 2.64 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.1299 -0.29 0.1275 6.9180 8.6479 173.75 2.64 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3047 -0.32 -1.6224 8.1460 878.76 2.43 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.3284 -0.32 -1.6224 7.8992 878.76 2.43 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.3340 -0.33 -4.4527 1.3865 4.3064 711.71 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.0351 -0.33 -4.455 -0.6688 3.2499 711.71 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.2035 -0.33 -7.1868 3.2523 5.4955 711.71 2.84 500.0 INVEST
Shriram Balanced Advantage Fund (G) 15.8676 -0.34 -5.7878 3.3950 3.7164 40.96 2.59 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 15.8894 -0.34 -5.782 3.4392 3.7436 40.96 2.59 5000.0 INVEST
JioBlackRock Balanced Advantage Fund - Regular (G) 10.0014 -0.34 0.0 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.2780 -0.37 -2.2464 7.2726 6.9231 16618.36 1.90 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.2780 -0.37 -2.2464 7.2726 6.9231 16618.36 1.90 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.19 -0.39 -4.9322 5.1832 5.2673 680.57 2.52 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.0647 -0.40 -5.5786 5.8479 2855.76 2.01 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.0646 -0.40 -5.5786 5.8479 2855.76 2.01 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.31 -0.42 -7.4386 4.2506 4.7070 680.57 2.52 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.56 -0.42 -5.109 6.6377 6.4899 903.03 2.40 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.31 -0.43 -5.1396 6.6483 6.4944 903.03 2.40 1000.0 INVEST
HDFC Balanced Advantage Fund (G) 499.5950 -0.43 -4.6995 9.0045 11.8631 102533.96 1.31 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 34.1680 -0.43 -5.298 8.7721 11.5195 102533.96 1.31 100.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.6546 -0.46 -5.012 10.0282 810.16 3.04 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.6531 -0.46 -5.0118 10.0253 810.16 3.04 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.6531 -0.46 -5.0118 10.0253 810.16 3.04 5000.0 INVEST