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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.2412 0.07 7.9763 1426.76 1.99 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.8940 -0.27 0.744 8.4065 7.0173 3821.11 2.31 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.4960 -0.27 -0.1653 8.0865 6.7429 3821.11 2.31 100.0 INVEST
UTI-Unit Linked Insurance Plan 42.02 -0.32 0.1356 6.5404 5.0027 5107.67 1.59 15000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.61 -0.42 -4.4023 6.7359 6.6259 937.48 2.39 1000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.6767 -0.43 -1.4587 7.4745 6.7445 1522.18 2.48 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.1135 -0.43 -0.8146 7.4610 6.7369 1522.18 2.48 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 9.9470 -0.44 -2.9968 2574.82 0.75 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6413 -0.44 2.4844 2574.82 0.75 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.05 -0.45 -4.4007 6.7546 6.6380 937.48 2.39 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.0812 -0.45 -3.7893 2.7809 5.4282 743.51 2.85 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.8928 -0.45 -0.9581 -1.1223 3.1841 743.51 2.85 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.1228 -0.46 -0.9561 0.9236 4.2398 743.51 2.85 500.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.1715 -0.46 -0.9461 7.5568 7.2776 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 177.1162 -0.46 -0.2803 8.4193 7.7952 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 177.1162 -0.46 -0.2803 8.4193 7.7952 9917.51 1.99 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.49 -0.48 -0.603 9.4566 7.7668 3835.99 2.12 100.0 INVEST
AXIS Balanced Advantage Fund (G) 20.75 -0.48 -0.575 9.4638 7.7752 3835.99 2.12 100.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.02 -0.50 -3.001 167.99 3.52 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.02 -0.50 -3.001 167.99 3.52 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 17.94 -0.50 -1.456 6.3620 5.9288 1240.12 2.56 1000.0 INVEST
Union Balanced Advantage Fund (G) 19.92 -0.50 -1.4837 6.3513 5.9224 1240.12 2.56 1000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 19.64 -0.51 1.2335 8.5740 7.5905 13445.0 1.92 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7550 -0.51 1.9532 7.8360 6.8484 2285.86 2.32 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.6660 -0.52 1.9467 7.8344 6.4212 2285.86 2.32 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.47 -0.52 1.1994 8.5685 7.5853 13445.0 1.92 100.0 INVEST
NJ Balanced Advantage Fund (G) 13.24 -0.53 -2.5037 6.0846 3385.33 2.44 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.24 -0.53 -2.5037 6.0846 3385.33 2.44 500.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.0599 -0.53 -4.5343 5.9746 3022.50 1.97 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.67 -0.53 1.4757 8.6742 7.6492 13445.0 1.92 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.0598 -0.53 -4.5351 5.9747 3022.50 1.97 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3637 -0.55 -1.4673 5.9299 695.74 3.02 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.5939 -0.55 -1.4703 5.9282 695.74 3.02 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3580 -0.55 0.4688 9.3264 2302.39 2.28 500.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.3080 -0.55 1.3889 8.1276 2169.20 2.28 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.1830 -0.55 1.3509 8.1160 2169.20 2.28 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.6026 -0.56 47.77 3.36 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.6014 -0.56 47.77 3.36 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.2750 -0.58 0.5978 1276.19 2.63 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.2750 -0.58 0.5978 1276.19 2.63 500.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.23 -0.58 -3.0693 5.5048 5.4987 738.64 2.53 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.36 -0.62 -5.7124 4.5655 4.9282 738.64 2.53 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.2962 -0.63 -0.4316 8.0018 8.5042 41802.81 1.67 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.2960 -0.63 -0.4322 8.0020 8.5037 41802.81 1.67 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.8113 -0.64 -3.5538 10.4932 852.39 3.02 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.8098 -0.64 -3.5535 10.4922 852.39 3.02 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 15.9010 -0.66 -4.5467 3.6015 3.9412 42.93 2.61 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 15.9229 -0.66 -4.5401 3.6456 3.9685 42.93 2.61 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 75.79 -0.67 0.9995 9.4973 9.3342 75399.17 1.54 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.69 -0.67 1.0138 9.5011 9.3414 75399.17 1.54 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.80 -0.68 1.0099 9.6372 9.3235 75399.17 1.54 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.3490 -0.69 -0.7463 7.5156 7.1966 17373.40 1.8875 100.0 INVEST
HDFC Balanced Advantage Fund (G) 501.8220 -0.69 -3.1591 9.3133 12.4838 107295.79 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 34.32 -0.69 -3.7674 9.0803 12.1383 107295.79 1.29 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.3490 -0.70 -0.7463 7.5156 7.1966 17373.40 1.8875 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.84 -0.71 -4 1079.26 2.38 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3424 -0.71 0.0139 8.1950 922.99 2.42 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.3583 -0.71 0.0133 7.9480 922.99 2.42 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.15 -0.71 -1.4147 288.35 2.85 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.74 -0.71 -4.0398 1079.26 2.38 5000.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 33.7734 -0.73 -3.9393 5.9214 6.2346 1685.79 2.54 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 13.4488 -0.73 -3.9401 5.9181 6.2344 1685.79 2.54 100.0 INVEST
Tata Balanced Advantage Fund (G) 19.9782 -0.74 -1.9176 5.8540 6.6691 8538.57 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.1668 -0.74 -5.9012 4.4011 5.7882 8538.57 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.1668 -0.74 -1.9206 5.8529 6.6684 8538.57 1.87 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.5526 -0.74 1.3763 7.0924 8.8258 175.65 2.64 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.1581 -0.74 1.3753 7.0926 8.8266 175.65 2.64 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.26 -0.75 3.4312 9.6916 8.4409 10125.45 1.96 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.63 -0.76 3.2978 9.6491 8.4136 10125.45 1.96 100.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.4266 -0.80 -2.6511 7.1102 2822.52 2.17 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 13.9456 -0.80 -2.6499 7.1082 2822.52 2.17 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.08 -0.81 -1.3775 288.35 2.85 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 14.9623 -0.81 2.052 9.5557 8.9748 5342.81 2.08 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.6708 -0.81 1.9092 9.5027 8.9380 5342.81 2.08 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.6708 -0.81 1.9092 9.5027 8.9380 5342.81 2.08 5000.0 INVEST