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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.22 0.0 3.0242 10.8360 8.6870 9836.35 1.95 100.0 INVEST
UTI-Unit Linked Insurance Plan 42.1243 0.0 0.1238 7.3608 5.1261 4930.11 1.60 15000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.21 0.0 2.9117 10.7987 8.6643 9836.35 1.95 100.0 INVEST
HDFC Balanced Advantage Fund (G) 501.73 0.0 -3.5906 10.3643 12.5420 102533.96 1.31 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 34.0620 0.0 -4.198 10.1287 12.1961 102533.96 1.31 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.38 0.0 1.9102 10.4548 9.5256 71913.46 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 16.22 0.0 1.8818 10.4351 9.5205 71913.46 1.57 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.02 0.0 -3.3218 8.1712 7.2091 903.03 2.40 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.78 0.0 -3.3649 8.1532 7.1972 903.03 2.40 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.89 0.0 1.3226 9.7194 7.8896 12880.20 1.92 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.84 0.0 1.6206 9.8270 7.9527 12880.20 1.92 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 33.7486 0.0 -4.581 6.6862 6.3087 1596.06 2.53 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 13.3248 0.0 -4.5699 6.6856 6.3057 1596.06 2.53 100.0 INVEST
HSBC Balanced Advantage Fund (G) 42.7837 0.0 -1.3431 7.9456 6.7536 1474.15 2.48 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.4195 0.0 -1.9822 7.9280 6.7617 1474.15 2.48 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.90 0.0 1.9273 10.4556 9.5257 71913.46 1.57 500.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.9470 0.0 0.9563 9.5373 7.3391 3703.78 2.26 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.4470 0.0 0.3862 9.0642 7.0630 3703.78 2.26 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.1903 0.0 -0.0086 8.3046 9.0153 173.75 2.64 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.5751 0.0 -0.0078 8.3044 9.0143 173.75 2.64 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.6020 0.0 1.2971 8.5585 6.5552 2234.66 2.31 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7190 0.0 1.2948 8.5594 6.9716 2234.66 2.31 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.2363 0.0 -3.5725 2.1333 4.3738 711.71 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.1469 0.0 -5.0028 4.0130 5.5631 711.71 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.9693 0.0 -3.5742 0.0628 3.3168 711.71 2.84 500.0 INVEST
AXIS Balanced Advantage Fund (G) 20.95 0.0 -0.6512 10.7131 8.1002 3651.14 2.15 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.61 0.0 -0.6707 10.7423 8.1080 3651.14 2.15 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 19.62 0.0 1.2991 9.7265 7.8815 12880.20 1.92 100.0 INVEST
Union Balanced Advantage Fund (G) 19.82 0.0 -2.3155 7.1950 6.0308 1157.75 2.56 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 17.74 0.0 -2.2934 7.1934 6.0299 1157.75 2.56 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.41 0.0 -0.7296 8.5156 7.5365 16618.36 1.90 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.41 0.0 -0.7344 8.5156 7.5365 16618.36 1.90 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.6018 0.0 0.1885 10.7266 9.0536 5162.17 2.05 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 14.9204 0.0 0.3301 10.7804 9.0775 5162.17 2.05 5000.0 INVEST
Tata Balanced Advantage Fund (G) 19.7871 0.0 -3.4294 6.5684 6.7181 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 18.9835 0.0 -3.4322 6.5673 6.7175 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 18.9835 0.0 -7.3512 5.1058 5.8369 8005.06 1.88 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 15.9964 0.0 -4.8257 4.5595 4.3911 40.96 2.59 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.0185 0.0 -4.8194 4.6040 4.4187 40.96 2.59 5000.0 INVEST
ITI Balanced Advantage Fund (G) 13.5382 0.0 -6.1919 6.4704 4.7443 320.20 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.3339 0.0 -6.1922 6.1999 4.5845 320.20 3.25 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.40 0.0 -5.1348 6.0273 5.3489 680.57 2.52 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.26 0.0 -2.6023 6.9634 5.9033 680.57 2.52 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.2409 0.0 -2.3718 8.8191 8.6623 40544.59 1.67 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.2411 0.0 -2.3717 8.8189 8.6628 40544.59 1.67 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.23 0.0 -0.9566 6.5091 6.1017 3241.74 2.42 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.23 0.0 -0.9566 6.5091 6.1017 3241.74 2.42 500.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.1637 0.0 -2.9554 6.4587 653.43 2.94 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.4204 0.0 -2.9588 6.4569 653.43 2.94 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.4233 0.0 -0.7572 9.4644 878.76 2.43 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.4224 0.0 -0.7569 9.2148 878.76 2.43 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.3370 0.0 0.7885 9.0662 2109.29 2.28 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.2090 0.0 0.7479 9.0537 2109.29 2.28 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 13.8068 0.0 -3.6518 7.7617 2686.76 2.22 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.3029 0.0 -3.6536 7.7637 2686.76 2.22 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3560 0.0 -0.3551 10.0425 2256.34 2.25 500.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.6389 0.0 -5.6342 11.3188 810.16 3.04 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.6404 0.0 -5.6343 11.3213 810.16 3.04 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.2550 0.0 -3.362 7.5713 2855.76 2.01 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.0551 0.0 -3.3605 7.5722 2855.76 2.01 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 9.95 0.0 -4.5455 156.86 3.39 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 9.95 0.0 -4.5455 156.86 3.39 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.2670 0.0 -1.2139 1206.56 2.61 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.2670 0.0 -1.2139 1206.56 2.61 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5369 0.0 1.3349 2532.94 0.76 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.25 0.0 -1.5424 264.85 2.82 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.18 0.0 -1.4867 264.85 2.82 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 9.8578 0.0 -4.0851 2532.94 0.76 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.87 0.0 -4.0836 1007.12 2.40 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.78 0.0 -4.1231 1007.12 2.40 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.2848 0.0 7.9854 1477.60 1.99 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (IDCW) 14.3560 0.0 0.0 500.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.3781 0.0 42.58 3.35 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.3769 0.0 42.58 3.35 5000.0 INVEST
JioBlackRock Balanced Advantage Fund - Regular (G) 10.0950 0.0 0.0 500.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW-M) 10.07 0.0 0.0 2.82 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW-M) 10.07 0.0 0.0 2.82 5000.0 INVEST