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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.17 0.30 -2.7725 177.67 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.17 0.30 -2.7725 177.67 3.58 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.59 0.26 3.5288 291.42 2.76 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.66 0.26 3.4605 291.42 2.76 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.2388 0.22 7.6235 12.5982 11.2032 5166.21 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 26.2332 0.22 7.4766 12.5450 11.1692 5166.21 2.16 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.3278 0.20 -1.0382 13.5994 880.42 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.3262 0.20 -1.0389 13.5977 880.42 2.86 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.85 0.18 1.3989 7.6893 7.13 759.47 2.55 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.1714 0.18 0.1889 8.5853 7.5734 353.79 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.5386 0.18 0.1888 8.8620 7.7378 353.79 3.25 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.3604 0.15 3.3209 8.5110 8.6507 8779.78 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.3604 0.15 -0.872 7.0229 7.7542 8779.78 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.2222 0.15 3.3238 8.5120 8.6513 8779.78 1.87 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.23 0.13 -1.3601 6.7493 6.5501 759.47 2.55 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1850 0.11 4.4868 10.1218 7.9472 3780.28 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 29.0010 0.10 4.8519 10.3896 8.1910 3780.28 2.38 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.58 0.09 6.2458 10.6847 9.3536 13292.69 1.86 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.6260 0.09 4.7565 9.8043 2166.78 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.7890 0.09 4.7973 9.8165 2166.78 2.26 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.4940 0.07 4.9697 9.6368 7.6069 2260.43 2.40 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 53.72 0.07 5.9357 10.5697 9.2922 13292.69 1.86 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.2160 0.07 4.9662 9.6375 8.0352 2260.43 2.40 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.87 0.05 1.1469 7.9775 7.0814 1238.19 2.50 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 114.74 0.05 7.3741 11.8449 10.0416 9804.08 2.0 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.86 0.05 5.9257 10.5747 9.2965 13292.69 1.86 100.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.1393 0.05 7.6719 1353.17 1.98 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.3809 0.04 1.5774 8.4883 7.8905 1682.03 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.8193 0.04 1.5764 8.4923 7.8922 1682.03 2.60 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.80 0.04 7.3586 11.8317 10.0348 9804.08 2.0 100.0 INVEST
HSBC Balanced Advantage Fund (G) 44.4980 0.03 1.9698 9.1223 8.0097 1527.05 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.4914 0.03 1.3102 9.1364 8.0175 1527.05 2.52 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.6713 0.03 -0.0497 8.3552 3073.10 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.6714 0.03 -0.0497 8.3551 3073.10 1.98 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 185.2298 0.02 4.5301 10.8815 9.2844 9898.19 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 185.2298 0.02 4.5301 10.8815 9.2844 9898.19 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.7797 0.02 3.8329 9.9995 8.7597 9898.19 1.99 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.3198 0.02 5.9595 9.3315 10.1544 177.62 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.3630 0.02 5.9593 9.3312 10.1534 177.62 2.62 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 15.0624 0.02 4.4796 10.5617 917.31 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.9285 0.02 4.4789 10.3094 917.31 2.47 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0387 0.01 -2.7286 2612.92 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7486 0.01 3.6068 2612.92 0.76 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 526.7440 0.0 1.8061 12.5842 15.3966 107765.65 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.5310 0.0 1.1572 12.3389 15.0406 107765.65 1.29 100.0 INVEST
Union Balanced Advantage Fund (G) 20.76 0.0 2.0147 8.2854 7.2645 1238.19 2.50 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.37 0.0 0.8755 1110.62 2.31 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.70 0.0 3.4318 11.9412 9.2859 3859.19 2.14 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.06 0.0 3.3976 11.9104 9.2756 3859.19 2.14 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9165 0.0 3.561 10.0596 42244.29 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9163 0.0 3.5604 10.0597 42244.29 1.68 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.1051 -0.01 46.84 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.1038 -0.01 46.84 2.90 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 15.0 -0.01 4.2825 11.4211 2264.63 2.30 500.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.7753 -0.02 0.0805 6.1554 5.9598 43.47 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.7522 -0.02 0.0735 6.1097 5.9319 43.47 2.57 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.86 -0.03 5.0859 1262.98 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.86 -0.03 5.0859 1262.98 2.73 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.6287 -0.03 -2.0514 2.8210 5.0666 733.99 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.5458 -0.03 -3.4189 5.2380 6.5829 733.99 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.2338 -0.03 -2.0541 0.7367 4.0024 733.99 2.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.67 -0.05 6.9458 12.2195 11.2472 74555.42 1.57 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.96 -0.06 -2.1795 8.8625 8.0803 951.53 2.39 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.37 -0.06 -2.1971 8.8313 8.0703 951.53 2.39 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 79.98 -0.08 6.9108 12.2028 11.2468 74555.42 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 23.08 -0.09 6.9001 12.3536 11.2390 74555.42 1.57 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.26 -0.10 0.8919 1110.62 2.31 5000.0 INVEST
UTI-Unit Linked Insurance Plan 43.4853 -0.10 3.2898 8.2239 6.6506 5126.73 1.58 15000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.5922 -0.14 1.2666 9.7527 2834.38 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.6145 -0.14 1.2624 9.7497 2834.38 2.11 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.1925 -0.19 3.1254 7.9665 685.96 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 14.0536 -0.19 3.129 7.9684 685.96 3.05 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.80 -0.29 0.0725 8.4469 3424.67 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.80 -0.29 0.0725 8.4469 3424.67 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.80 -0.29 0.0725 8.4469 3424.67 2.56 500.0 INVEST