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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
LIC MF Balanced Advantage Fund (IDCW) 11.7906 1.25 -1.3405 6.8969 653.43 2.94 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.5904 1.24 -1.3372 6.8986 653.43 2.94 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.55 1.14 -0.0224 264.85 2.82 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.62 1.13 -0.086 264.85 2.82 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW-M) 10.40 1.07 0.0 2.82 5000.0 INVEST
ITI Balanced Advantage Fund (G) 13.9850 1.06 -4.8963 6.8456 4.9656 320.20 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7079 1.06 -4.8981 6.5737 4.8052 320.20 3.25 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.3294 1.03 -2.4563 0.4050 3.5287 711.71 2.81 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.7704 1.03 -2.4546 2.4825 4.5878 711.71 2.81 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.4564 1.03 -3.9026 4.3684 5.7794 711.71 2.81 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.18 0.99 -3.1399 156.86 3.42 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.18 0.99 -3.1399 156.86 3.42 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.3160 0.99 1.4912 11.1451 9.2929 5162.17 2.05 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.4372 0.99 1.3479 11.0912 9.2689 5162.17 2.05 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.4149 0.98 -2.3402 6.9167 6.9273 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.5858 0.98 -6.3064 5.4493 6.0443 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.5858 0.98 -2.3431 6.9157 6.9267 8005.06 1.88 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.0408 0.96 -4.1052 11.6750 810.16 3.04 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.0423 0.96 -4.1054 11.6775 810.16 3.04 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.44 0.94 -1.0169 7.5292 6.2290 1157.75 2.56 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.29 0.94 -1.0366 7.5276 6.2281 1157.75 2.56 1000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.6423 0.92 42.58 3.35 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.6410 0.92 42.58 3.35 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.86 0.90 4.1427 11.1666 8.8814 9836.35 1.95 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 113.01 0.87 4.0129 11.1175 8.8518 9836.35 1.95 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 34.6609 0.86 -3.4496 6.9899 6.4902 1596.06 2.54 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 13.6850 0.86 -3.4388 6.9893 6.4872 1596.06 2.54 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.61 0.86 -1.3512 7.2676 6.0839 680.57 2.52 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.90 0.81 -3.9948 6.3134 5.5194 680.57 2.52 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7158 0.78 0.2682 9.4965 878.76 2.43 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.7938 0.78 0.2684 9.7468 878.76 2.43 1000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.6420 0.74 -0.1287 1206.56 2.64 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.6420 0.74 -0.1287 1206.56 2.64 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.9680 0.73 0.2678 8.7791 7.6931 16618.36 1.8839 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.9670 0.73 0.263 8.7773 7.6920 16618.36 1.8839 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.0980 0.72 -3.1496 10.3935 12.3579 102533.96 1.30 100.0 INVEST
HDFC Balanced Advantage Fund (G) 516.9830 0.72 -2.539 10.6292 12.7040 102533.96 1.30 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.1952 0.72 -2.742 8.0182 2686.76 2.22 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.6490 0.72 -2.7445 8.0203 2686.76 2.22 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.38 0.71 2.7666 10.0851 8.1048 12880.20 1.92 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.12 0.70 2.477 9.9822 8.0323 12880.20 1.92 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.07 0.70 -2.9868 1007.12 2.40 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.17 0.69 -3.0505 1007.12 2.40 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 53.22 0.68 2.4644 9.9679 8.0362 12880.20 1.92 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 180.7723 0.67 -0.1738 9.3804 8.0818 9532.23 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 180.7723 0.67 -0.1738 9.3804 8.0818 9532.23 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.5712 0.67 -0.8409 8.5098 7.5633 9532.23 1.99 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0730 0.67 2.1543 8.8023 7.1151 2234.66 2.32 1000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (IDCW) 14.6880 0.67 0.0 2.24 500.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.6880 0.67 0.5339 10.2883 2256.34 2.24 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.55 0.67 6.7459 6.2432 3241.74 2.39 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.55 0.67 6.7459 6.2432 3241.74 2.39 500.0 INVEST
JioBlackRock Balanced Advantage Fund - Regular (G) 10.3514 0.67 0.0 2.07 500.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.2360 0.67 2.1452 8.7990 6.6968 2234.66 2.32 1000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4190 0.66 -3.8835 4.8343 4.5566 40.96 2.59 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3964 0.66 -3.8898 4.7896 4.5289 40.96 2.59 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.69 0.65 1.6979 9.7751 7.4788 3703.78 2.26 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.8040 0.65 1.1219 9.2997 7.2016 3703.78 2.26 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.5090 0.63 1.6948 9.2807 2109.29 2.28 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.6620 0.62 1.7276 9.2928 2109.29 2.28 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 78.37 0.62 2.7669 10.6812 9.6603 71913.46 1.56 500.0 INVEST
HSBC Balanced Advantage Fund (G) 43.7053 0.61 -0.5251 8.1640 6.8831 1474.15 2.48 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.7947 0.61 -1.1705 8.1462 6.8911 1474.15 2.48 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 16.64 0.60 2.7281 10.6573 9.6527 71913.46 1.56 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 9.9662 0.49 -3.5124 2532.94 0.75 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6638 0.49 1.9394 2532.94 0.75 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.5823 0.49 -1.6505 8.9967 8.7693 40544.59 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.5821 0.49 -1.6505 8.9968 8.7688 40544.59 1.68 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.8146 0.49 0.7535 7.5360 5.2290 4930.11 1.57 15000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.46 0.47 10.8856 8.2012 3651.14 2.18 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.92 0.47 0.008 10.9143 8.2086 3651.14 2.18 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5573 0.43 -2.6294 7.7251 2855.76 2.01 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3524 0.43 -2.6286 7.7257 2855.76 2.01 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 53.18 0.40 -2.5472 8.3139 7.2940 903.03 2.40 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.3149 0.0 7.9264 1477.60 1.99 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.34 0.0 3.0626 10.6689 9.6525 71913.46 1.56 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.02 -0.41 -2.5722 8.3010 7.2851 903.03 2.40 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.02 -0.41 -2.5722 8.3010 7.2851 903.03 2.40 1000.0 INVEST