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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) 16.2708 0.28 -1.2544 11.4780 852.39 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.2692 0.28 -1.2552 11.4756 852.39 2.86 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.1033 0.02 -4.4972 -1.4666 3.5007 743.51 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.2621 0.02 -7.2284 2.4237 5.7517 743.51 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.4350 0.01 -4.4958 0.5721 4.5597 743.51 2.39 500.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4168 0.01 0.3122 8.0277 2822.52 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4260 0.01 0.3087 8.0249 2822.52 2.11 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.54 0.0 1.0827 7.1424 6.6308 1240.12 2.50 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.46 0.0 2.6406 288.35 2.76 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.53 0.0 2.5801 288.35 2.76 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.49 0.0 1.0669 7.1368 6.6275 1240.12 2.50 1000.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 182.3142 -0.02 2.4857 9.1917 8.4764 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 182.3142 -0.02 2.4857 9.1917 8.4764 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.2794 -0.02 1.8016 8.3230 7.9555 9917.51 1.99 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.96 -0.06 -3.6886 7.1559 6.9635 937.48 2.39 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.90 -0.06 -3.7258 7.1228 7.1237 937.48 2.39 1000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.1593 -0.07 -0.2084 7.4010 6.3832 348.34 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.5241 -0.07 -0.2075 7.6747 6.5458 348.34 3.25 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.47 -0.07 3.4254 8.4747 2169.20 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.62 -0.08 3.4605 8.4877 2169.20 2.26 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.18 -0.10 -0.9728 1079.26 2.31 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.07 -0.10 -1.073 1079.26 2.31 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.1793 -0.12 0.5239 7.9427 7.3360 1522.18 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 44.0367 -0.12 1.1782 7.9278 7.3285 1522.18 2.52 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.2230 -0.13 3.7685 8.4639 6.8385 2285.86 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0650 -0.13 3.7676 8.4644 7.2598 2285.86 2.40 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.1961 -0.14 7.96 1426.76 1.98 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.7790 -0.18 2.7033 9.9725 2302.39 2.30 500.0 INVEST
SBI Balanced Advantage Fund (G) 15.6564 -0.19 1.9934 8.5308 9.2370 41802.81 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6566 -0.19 1.9934 8.5306 9.2372 41802.81 1.68 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.25 -0.19 1.3352 9.9207 8.2139 3835.99 2.14 100.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.24 -0.19 -1.9157 167.99 3.58 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.4930 -0.20 2.9223 8.9173 7.3953 3821.11 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.8620 -0.20 2.5558 8.6489 7.1527 3821.11 2.38 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3873 -0.23 -2.2775 6.6431 3022.50 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3874 -0.23 -2.2775 6.6430 3022.50 1.98 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.79 -0.23 1.3348 9.9005 8.2111 3835.99 2.14 100.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7454 -0.24 3.3744 2574.82 0.76 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.3627 -0.24 -1.9969 3.9212 4.7165 42.93 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3402 -0.24 -2.0031 3.8766 4.6890 42.93 2.57 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0359 -0.24 -2.1737 2574.82 0.76 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.8718 -0.25 2.9169 8.9749 922.99 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7775 -0.25 2.916 8.7262 922.99 2.47 1000.0 INVEST
UTI-Unit Linked Insurance Plan 42.7642 -0.25 1.1007 6.9355 5.7154 5107.67 1.58 15000.0 INVEST
HDFC Balanced Advantage Fund (G) 515.9980 -0.27 -0.1782 10.2165 13.9805 107295.79 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.5410 -0.27 -0.8128 9.9774 13.6280 107295.79 1.29 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.43 -0.27 3.8363 10.5257 10.1787 75399.17 1.57 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.29 -0.28 4.6187 9.2204 8.2613 13445.0 1.86 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.96 -0.28 3.8359 10.3734 10.1767 75399.17 1.57 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.99 -0.28 4.27 9.1050 8.1952 13445.0 1.86 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.58 -0.28 -0.8705 5.8358 6.1921 738.64 2.55 5000.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (IDCW) 15.7121 -0.28 5.9714 10.5322 9.8424 5342.81 2.16 5000.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (G) 25.6349 -0.28 5.8266 10.4799 9.8174 5342.81 2.16 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.23 -0.29 -2.0115 167.99 3.58 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.40 -0.29 4.2467 9.0959 8.1940 13445.0 1.86 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 112.65 -0.31 5.5368 10.2330 9.1029 10125.45 2.0 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 14.1233 -0.31 0.0578 6.7921 7.1289 1685.79 2.60 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 35.1775 -0.31 0.0569 6.7957 7.1294 1685.79 2.60 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.9370 -0.32 1.9427 8.1967 7.8346 17373.40 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.9370 -0.33 1.9427 8.1967 7.8346 17373.40 1.88 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.19 -0.33 3.8146 10.3598 10.1721 75399.17 1.57 500.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.85 -0.34 -3.5714 4.8856 5.6160 738.64 2.55 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.13 -0.34 5.5438 10.2253 9.1002 10125.45 2.0 100.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.47 -0.37 -3.0935 6.4082 3385.33 2.56 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.47 -0.37 -3.0935 6.4082 3385.33 2.56 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.5810 -0.41 2.3599 1276.19 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.5810 -0.41 2.3599 1276.19 2.73 500.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9018 -0.44 47.77 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9030 -0.45 47.77 2.90 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.8267 -0.47 1.5079 6.7735 695.74 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.9956 -0.47 1.5052 6.7716 695.74 3.05 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.8489 -0.50 1.1905 6.8051 7.5053 8538.57 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.8489 -0.50 -2.9161 5.3403 6.6182 8538.57 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.6891 -0.50 1.1934 6.8061 7.5059 8538.57 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.6891 -0.50 1.1934 6.8061 7.5059 8538.57 1.87 5000.0 INVEST