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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
PGIM India Balanced Advantage Fund (G) 10.50 0.77 -1.9608 1453.55 2.12 5000.0 INVEST
Motilal Oswal Dynamic Fund (G) 13.8996 0.71 -6.9259 3.9263 4.3664 863.93 2.41 500.0 INVEST
Invesco India Dynamic Equity Fund (G) 34.18 0.71 -2.3149 5.3532 5.8441 657.0 0.0 1000.0 INVEST
Sundaram Balanced Advantage Fund (G) 23.8649 0.69 -0.9344 5.3339 4.5551 1576.27 2.09 100.0 INVEST
IDFC Balanced Advantage Fund (G) 16.63 0.67 -2.234 7.4639 7.1815 2944.77 1.97 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 14.8576 0.66 -0.5515 11.9836 3253.75 2.20 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 17.0415 0.65 6.4641 5.2755 3.5381 73.31 2.63 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 9.5860 0.56 1173.38 0.0 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 9.5860 0.56 1173.38 0.0 5000.0 INVEST
Mahindra Manulife Balanced Advantage Yojana (G) 9.3928 0.53 623.79 2.37 1000.0 INVEST
Mahindra Manulife Balanced Advantage Yojana (IDCW) 9.3927 0.53 623.79 2.37 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 33.43 0.51 0.5414 12.1334 9.8390 8045.96 1.82 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 13.7880 0.51 0.5909 9.2188 13666.81 1.72 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 13.7880 0.51 0.5909 9.2188 13666.81 1.72 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 48.57 0.50 5.0389 10.5699 9.4030 40145.82 1.62 500.0 INVEST
HDFC Balanced Advantage Fund (G) 276.7590 0.49 7.9648 10.6721 9.3975 43835.80 1.63 5000.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 116.5911 0.45 1.2961 8.2710 7.5893 6061.84 1.94 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 116.5911 0.45 1.2961 8.2710 7.5893 6061.84 1.94 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 12.4969 0.45 0.8538 49.38 0.0 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 12.4962 0.45 0.8539 49.38 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 14.0004 0.43 2.6227 10.1157 5044.99 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 14.0004 0.43 2.6227 10.1157 5044.99 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (G) 14.0004 0.43 2.6227 10.1157 5044.99 0.0 5000.0 INVEST
Union Balanced Advantage Fund (G) 14.28 0.42 -0.5571 9.9617 1829.68 0.0 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 14.28 0.42 -0.5571 9.9617 1829.68 0.0 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 69.22 0.42 -0.4172 9.1093 7.2766 6720.92 1.86 100.0 INVEST
L&T Balanced Advantage Fund (G) 29.46 0.37 -0.8415 6.5254 6.2993 1936.41 2.07 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 18.6860 0.36 -2.8491 6.9844 6.2637 4548.34 0.0 500.0 INVEST
ITI Balanced Advantage Fund (IDCW) 10.0460 0.33 -0.4292 585.0 2.55 5000.0 INVEST
ITI Balanced Advantage Fund (G) 10.0460 0.33 -0.4292 585.0 2.55 5000.0 INVEST
SBI Balanced Advantage Fund (G) 9.8762 0.32 23899.61 1.61 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 9.8760 0.32 23899.61 1.61 5000.0 INVEST
NJ Balanced Advantage Fund (G) 9.10 0.22 4919.09 1.90 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 9.10 0.22 4919.09 1.90 500.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 9.90 -4.99 -2.0168 1453.55 2.12 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 12.8864 -12.70 -0.5482 11.9846 3253.75 2.20 5000.0 INVEST
Motilal Oswal Dynamic Fund (IDCW-A) 11.8494 -13.90 -6.9248 3.9288 4.3072 863.93 2.41 500.0 INVEST
Motilal Oswal Dynamic Fund (IDCW-Q) 10.4079 -24.10 -6.9244 3.9092 4.2337 863.93 2.41 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-Q) 15.29 -25.04 5.0512 10.5584 9.3823 40145.82 1.62 500.0 INVEST
IDFC Balanced Advantage Fund (IDCW) 12.10 -26.83 -0.318 7.9994 7.1671 2944.77 1.97 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 11.8907 -29.71 6.4694 5.2756 3.5287 73.31 2.63 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 11.2080 -39.31 -4.4564 6.7441 6.1010 4548.34 0.0 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 19.10 -40.75 0.5492 11.6640 8045.96 1.82 5000.0 INVEST
L&T Balanced Advantage Fund (IDCW) 16.7560 -41.84 -0.849 6.2816 5.8988 1936.41 2.07 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 16.68 -42.53 4.657 10.2370 9.1366 40145.82 1.62 500.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 13.2260 -42.77 -0.9256 4.9637 4.0260 1576.27 2.09 100.0 INVEST
Invesco India Dynamic Equity Fund (IDCW) 16.41 -50.46 -2.2305 5.1021 5.3581 657.0 0.0 1000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 15.75 -52.01 0.4945 11.9209 9.5397 8045.96 1.82 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 21.57 -63.96 -0.4206 8.6323 6.7509 6720.92 1.86 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 16.63 -65.34 5.0827 10.2368 9.1135 40145.82 1.62 500.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 27.2095 -73.11 1.3036 7.7521 7.0724 6061.84 1.94 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 27.3690 -89.43 6.9991 9.7658 9.7062 43835.80 1.63 5000.0 INVEST
UTI-Unit Linked Insurance Plan 30.7814 -97.93 1.082 7.3820 5.9780 5116.39 1.75 15000.0 INVEST
UTI-Unit Linked Insurance Plan 30.7814 -97.93 1.082 7.3820 5.9780 5116.39 1.75 15000.0 INVEST