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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Edelweiss Balanced Advantage Fund (IDCW-M) 22.59 0.89 27.1751 14.1172 14.3103 10737.61 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 46.56 0.89 27.2131 14.1293 14.6735 10737.61 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.79 0.87 27.243 14.1334 14.5566 10737.61 1.69 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 38.6320 0.86 40.5099 25.9788 18.0349 79875.08 1.37 100.0 INVEST
HDFC Balanced Advantage Fund (G) 464.56 0.86 40.5275 26.3584 18.6845 79875.08 1.37 100.0 INVEST
ITI Balanced Advantage Fund (G) 13.4201 0.82 26.4389 12.7316 339.71 2.36 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.9952 0.82 26.4389 12.7316 339.71 2.36 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.2118 0.66 32.9567 702.76 2.32 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 13.2481 0.65 32.9516 702.76 2.32 1000.0 INVEST
Bank of India Balanced Advantage Fund (G) 23.8235 0.65 26.6668 15.1872 9.6054 121.69 2.46 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 16.6215 0.65 26.6683 15.1864 9.6034 121.69 2.46 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 17.1371 0.62 29.1738 12.8553 46.26 0.0 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 17.1136 0.62 29.0074 12.8056 46.26 0.0 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 10.36 0.58 138.90 2.37 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 10.36 0.58 138.90 2.37 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.5272 0.56 21.444 11.2206 8.5653 1525.77 2.09 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 31.72 0.56 21.44 11.2297 8.8272 1525.77 2.09 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.7863 0.52 28.4675 14.8114 15.5124 3783.97 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 21.6750 0.52 28.4642 14.8168 15.5111 3783.97 1.90 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 12.8878 0.51 27.2919 1745.48 0.0 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.8878 0.51 27.2919 1745.48 0.0 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 21.7740 0.51 21.3577 10.2910 10.4780 2224.10 1.94 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.37 0.50 21.3455 11.0361 10.8349 2224.10 1.94 1000.0 INVEST
HSBC Balanced Advantage Fund (G) 39.1381 0.49 22.4095 10.7291 10.1460 1397.34 2.12 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 19.5223 0.49 22.4625 10.9784 10.1255 1397.34 2.12 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 10.6050 0.45 1022.46 2.17 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 10.6050 0.45 1022.46 2.17 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 20.39 0.44 27.1191 13.1532 10.8240 718.56 0.0 1000.0 INVEST
Union Balanced Advantage Fund (G) 18.44 0.44 19.5075 9.9848 11.7308 1608.71 0.0 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.44 0.44 19.5075 9.9848 11.7308 1608.71 0.0 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 92.80 0.42 22.2178 12.4118 11.9903 7062.14 1.81 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.38 0.40 22.2042 12.4051 11.6524 7062.14 1.81 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 48.33 0.39 27.1507 13.1524 11.0322 718.56 0.0 1000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 12.87 0.39 30 3964.80 1.93 500.0 INVEST
NJ Balanced Advantage Fund (G) 12.87 0.39 30 3964.80 1.93 500.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.0007 0.38 59.3473 890.96 2.23 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.9995 0.38 59.3242 890.96 2.23 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 12.5570 0.37 22.6988 1534.21 0.0 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 12.56 0.37 22.6922 1534.21 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 18.8864 0.36 22.3434 13.2945 8943.06 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (G) 18.8864 0.36 22.3434 13.2945 12.8412 8943.06 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 18.8864 0.36 22.3434 13.2945 12.8412 8943.06 0.0 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.01 0.33 22.3236 13.9306 12.6714 56174.64 1.47 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.67 0.32 26.9356 13.1643 10.5434 2102.69 2.08 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 20.50 0.29 22.7709 13.9046 12.7228 56174.64 1.47 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 64.95 0.29 22.3164 13.9129 12.8737 56174.64 1.47 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 18.04 0.29 19.0366 11.2669 11.6110 15720.85 1.66 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 18.04 0.29 19.0366 11.2669 11.6110 15720.85 1.66 100.0 INVEST
AXIS Balanced Advantage Fund (G) 18.14 0.28 26.9419 13.1259 10.6228 2102.69 2.08 100.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.4634 0.24 15.9772 891.44 0.0 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 12.1361 0.24 15.9773 891.44 0.0 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 12.3120 0.21 22.8375 911.63 0.0 500.0 INVEST
SBI Balanced Advantage Fund (IDCW) 13.9103 0.18 26.0133 28823.16 1.61 5000.0 INVEST
SBI Balanced Advantage Fund (G) 13.9101 0.18 26.0138 28823.16 1.61 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 11.1587 0.18 2748.61 1.89 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 11.1586 0.18 2748.61 1.89 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 10.1701 0.18 345.86 0.0 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1705 0.18 345.86 0.0 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.18 0.17 20.5524 9.0094 9.8316 3076.09 0.0 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 24.0860 0.17 20.5626 9.3061 9.7930 3076.09 0.0 100.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 13.4478 0.13 42.8373 14.0877 11.9657 1235.60 2.18 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.9567 0.13 33.2846 11.4138 10.3947 1235.60 2.18 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 15.2015 0.13 25.341 9.5392 9.2776 1235.60 2.18 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.16 0.10 584.58 2.33 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.16 0.10 584.58 2.33 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) 10.0 0.0 345.86 0.0 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.38 0.0 18.0613 10.4799 1155.16 2.13 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 13.74 0.0 18.2444 10.5129 1155.16 2.13 5000.0 INVEST
UTI-Unit Linked Insurance Plan 36.4922 -0.23 12.6417 7.7203 7.2253 5308.89 1.63 15000.0 INVEST
UTI-Unit Linked Insurance Plan 36.4922 -0.23 12.6417 7.7203 7.2253 5308.89 1.63 15000.0 INVEST