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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Bank of India Balanced Advantage Fund (G) 23.4195 0.36 25.2447 14.4595 9.1116 121.69 2.46 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 16.3396 0.36 25.2456 14.4586 9.1095 121.69 2.46 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.3536 0.35 15.5697 891.44 0.0 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 12.0199 0.35 15.5704 891.44 0.0 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 10.23 0.29 138.90 2.37 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 10.23 0.29 138.90 2.37 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.8250 0.29 27.6614 12.1046 46.26 0.0 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.8019 0.29 27.4967 12.0555 46.26 0.0 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.15 0.28 20.8283 11.9342 11.1456 7062.14 1.81 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 91.42 0.27 20.846 11.9375 11.4780 7062.14 1.81 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 32.1486 0.26 23.4878 13.0137 10.8221 7719.30 1.78 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 156.3472 0.26 24.1592 13.2209 11.2995 7719.30 1.78 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 156.3472 0.26 24.1592 13.2209 11.2995 7719.30 1.78 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 10.47 0.23 1022.46 2.17 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 10.47 0.23 1022.46 2.17 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 17.8850 0.23 18.4437 10.9501 11.2928 15720.85 1.66 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 17.8850 0.23 18.4437 10.9501 11.2928 15720.85 1.66 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 22.13 0.23 25.0383 13.4140 13.6746 10737.61 1.69 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.80 0.23 21.1169 13.5552 12.3206 56174.64 1.47 500.0 INVEST
PGIM India Balanced Advantage Fund (G) 13.57 0.22 16.882 10.1274 1155.16 2.13 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 64.20 0.20 21.1092 13.5590 12.5230 56174.64 1.47 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 20.11 0.20 26.1021 12.8249 10.3441 718.56 0.0 1000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.1030 0.20 20.0893 8.9052 9.7030 3076.09 0.0 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 20.26 0.20 21.5411 13.5295 12.3792 56174.64 1.47 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 45.60 0.20 25 13.4119 14.0320 10737.61 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.36 0.20 24.9779 13.4141 13.9030 10737.61 1.69 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 23.9440 0.20 20.0923 9.1995 9.6633 3076.09 0.0 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 47.68 0.19 26.1376 12.8461 10.5855 718.56 0.0 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 11.0393 0.19 2748.61 1.89 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 11.0394 0.19 2748.61 1.89 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.24 0.18 16.7192 10.0971 1155.16 2.13 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 12.1660 0.16 21.7452 911.63 0.0 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.51 0.16 25.7969 12.5167 10.2025 2102.69 2.08 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 31.2631 0.15 19.7976 10.7411 8.4493 1525.77 2.09 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.3035 0.15 19.8011 10.7379 8.1744 1525.77 2.09 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 12.7156 0.14 25.9482 1745.48 0.0 5000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 37.8610 0.14 38.7865 25.4252 17.3005 79875.08 1.37 100.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.7156 0.14 25.9482 1745.48 0.0 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 455.29 0.14 38.8028 25.8043 17.9463 79875.08 1.37 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.5232 0.12 26.6422 14.1413 14.9941 3783.97 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 21.3138 0.12 26.6395 14.1223 14.9929 3783.97 1.90 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 12.3770 0.11 21.5815 1534.21 0.0 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 12.38 0.11 21.5752 1534.21 0.0 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.1630 0.11 20.1171 10.4105 10.2065 2224.10 1.94 1000.0 INVEST
Tata Balanced Advantage Fund (G) 18.6865 0.11 21.5422 12.9102 12.4867 8943.06 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 18.6865 0.11 21.5422 12.9102 12.4867 8943.06 0.0 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 18.6865 0.11 21.5422 12.9102 8943.06 0.0 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 17.91 0.11 25.8609 12.5261 10.2805 2102.69 2.08 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 21.4590 0.11 20.1243 9.6890 10.09 2224.10 1.94 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.22 0.05 18.4655 9.5720 11.3580 1608.71 0.0 1000.0 INVEST
Union Balanced Advantage Fund (G) 18.22 0.05 18.4655 9.5720 11.3580 1608.71 0.0 1000.0 INVEST
UTI-Unit Linked Insurance Plan 36.2757 0.05 12.2357 7.4994 7.0107 5308.89 1.63 15000.0 INVEST
SBI Balanced Advantage Fund (G) 13.8034 0.04 25.6093 28823.16 1.61 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 13.8036 0.04 25.6088 28823.16 1.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) 10.0 0.0 345.86 0.0 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.16 0.0 584.58 2.33 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.16 0.0 584.58 2.33 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 13.2088 -0.02 41.7297 13.5267 11.3997 1235.60 2.18 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.6020 -0.02 32.2511 10.8659 9.8366 1235.60 2.18 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 14.9313 -0.02 24.369 9.0002 8.7251 1235.60 2.18 500.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 19.2955 -0.03 22.232 10.52 9.8108 1397.34 2.12 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 38.6833 -0.03 21.4005 10.2705 9.8488 1397.34 2.12 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1181 -0.05 345.86 0.0 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 10.1177 -0.05 345.86 0.0 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.7822 -0.11 57.7621 890.96 2.23 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.7833 -0.11 57.773 890.96 2.23 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.9592 -0.16 30.7465 702.76 2.32 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 12.9740 -0.16 30.7402 702.76 2.32 1000.0 INVEST
NJ Balanced Advantage Fund (G) 12.73 -0.31 29.1075 3964.80 1.93 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 12.73 -0.31 29.1075 3964.80 1.93 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 12.73 -0.31 29.1075 3964.80 1.93 500.0 INVEST