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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) 16.6941 0.66 2.7835 17.3584 922.29 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6925 0.66 2.7825 17.3524 922.29 2.50 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.38 0.48 0.5814 198.56 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.38 0.48 0.5814 198.56 2.48 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.6270 0.39 -16.6212 1.5801 675.48 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.4018 0.39 -2.3591 7.0704 675.48 2.34 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.4961 0.39 -1.8769 4.8585 4.4649 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4702 0.39 -30.1929 -8.2889 -3.4002 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8796 0.39 -46.6846 -12.0113 -5.9342 735.74 2.39 500.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.6779 0.21 3.372 11.2742 883.89 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.6240 0.21 -17.5731 2.9497 883.89 3.36 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.97 0.11 -4.5294 5.8619 5.7852 1218.20 2.15 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.32 0.10 2.2647 8.3158 7.2497 1218.20 2.15 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.9742 0.10 7.302 1242.98 2.02 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.37 0.09 3.7409 301.85 2.40 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.44 0.09 4.3796 301.85 2.40 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.3897 0.08 -56.5607 -17.2507 -8.7806 1492.28 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.6673 0.08 1.9521 9.7155 8.0424 1492.28 2.13 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.2675 0.08 -0.3924 8.9573 7.1337 351.23 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9444 0.07 -15.9715 2.69 3.3926 351.23 3.21 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3880 0.04 -3.7734 7.6227 2081.61 2.06 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.6514 0.03 6.4325 12.7490 11.5069 4870.96 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.2003 0.03 -32.7869 -3.2660 1.7217 4870.96 1.90 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.53 0.03 4.4047 10.5894 2081.61 2.06 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1526 0.03 -1.1268 2691.13 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7131 0.03 4.0166 2691.13 0.61 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.4130 0.01 2.2489 10.7994 2155.59 2.51 500.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.8980 -0.01 -41.8133 -10.0049 -3.5620 2196.29 2.66 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.8880 -0.01 2.5933 9.7823 8.8366 17112.42 1.73 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.9230 -0.01 4.4639 9.3805 7.9773 2196.29 2.66 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.8870 -0.01 2.5934 9.7806 8.8355 17112.42 1.73 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.99 -0.05 -57.3635 -18.0421 -8.4861 12908.90 2.08 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.5630 -0.05 4.7453 10.6760 8.2681 3664.90 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.12 -0.05 -48.0428 -12.4996 -6.1188 3664.90 1.93 100.0 INVEST
UTI-Unit Linked Insurance Plan 41.8184 -0.05 -97.9378 -70.6387 -50.9709 4924.35 1.56 15000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.26 -0.06 4.7505 10.5792 9.5376 12908.90 2.08 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.4820 -0.08 2.399 1230.51 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.4820 -0.08 2.399 1230.51 7.07 500.0 INVEST
Tata Balanced Advantage Fund (G) 20.9741 -0.08 3.5993 9.2872 9.0441 8770.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.1223 -0.08 -0.608 7.7873 8.1436 8770.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.1223 -0.08 -0.608 7.7873 8.1436 8770.14 1.79 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.65 -0.10 -57.2953 -18.0092 -8.4560 12908.90 2.08 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.17 -0.11 -71.2946 -27.6606 -15.3340 9252.62 1.76 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.2483 -0.12 -57.956 -18.6962 -9.4490 1641.95 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.9244 -0.12 0.4816 8.7038 7.7823 1641.95 2.31 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.58 -0.13 5.3343 11.5804 9.8092 9252.62 1.76 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.4974 -0.13 -78.8631 -35.1425 -20.6465 9573.76 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 181.0718 -0.13 4.0854 10.9792 9.5328 9573.76 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 181.0718 -0.13 4.0854 10.9792 9.5328 9573.76 2.01 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.3218 -0.15 0.4313 10.46 2769.68 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.3199 -0.15 -6.5985 7.8217 2769.68 2.14 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.40 -0.15 -0.149 8.7110 3392.12 2.09 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.40 -0.15 -0.149 8.7110 3392.12 2.09 500.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9914 -0.17 46.61 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9902 -0.17 46.61 3.04 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.69 -0.19 -29.4664 -4.5669 0.0375 797.63 2.35 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 519.6880 -0.20 1.3011 14.4370 15.2651 104016.21 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.5410 -0.20 -92.4259 -51.7929 -31.5063 104016.21 1.27 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.01 -0.20 -1.0547 6.8625 7.0639 797.63 2.35 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.9951 -0.22 5.6698 9.9809 10.1865 156.03 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.1364 -0.22 -26.198 -2.4213 2.5531 156.03 2.48 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.0 -0.22 -75.2229 -30.9567 -17.0203 70569.60 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.12 -0.26 5.3696 11.8525 10.8440 70569.60 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.39 -0.27 -49.2394 -12.2060 -4.2237 70569.60 1.39 500.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4709 -0.28 -1.3866 6.2072 5.8958 50.07 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.4482 -0.28 -1.3932 6.1612 5.8678 50.07 2.43 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.13 -0.30 1134.96 2.19 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.03 -0.30 -0.9872 1134.96 2.19 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8050 -0.30 3.785 11.0041 40673.49 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8048 -0.30 3.785 11.0039 40673.49 1.53 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3763 -0.34 -1.244 2980.74 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3762 -0.34 -1.244 2980.74 2.74 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.22 -0.42 -1.4903 9.2930 8.4119 1016.77 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.40 -0.46 -66.3569 -23.6167 -12.5488 1016.77 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.40 -0.46 -66.3569 -23.6167 -12.5488 1016.77 2.78 1000.0 INVEST