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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 (G) 15.8254 1.88 8.0645 953.03 2.24 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.8268 1.88 8.063 953.03 2.24 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.15 1.27 6.4947 316.13 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.15 1.27 6.4947 316.13 2.42 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.3888 1.15 11.7614 13.0959 10.9595 4766.56 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.7134 1.15 11.7742 13.1020 10.9699 4766.56 1.88 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.19 1.13 7.4309 1281.43 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.19 1.13 7.4309 1281.43 2.08 500.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.5524 1.08 5.597 9.8249 8.2179 1694.61 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.4395 1.08 5.5859 9.8214 8.2111 1694.61 2.06 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.50 1.06 8.1165 9.0697 8.0354 885.03 2.23 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.82 1.06 11.2809 12.6362 10.3085 9103.69 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 107.86 1.05 11.2532 12.6357 10.3022 9103.69 1.77 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.74 1.03 5.1355 8.0958 7.4525 885.03 2.23 5000.0 INVEST
Union Balanced Advantage Fund (G) 19.95 1.01 6.5705 9.0355 7.3864 1304.78 2.16 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.96 1.01 6.5791 9.0385 7.3881 1304.78 2.16 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.12 0.98 11.3517 12.8895 11.3991 71150.75 1.43 500.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.2366 0.98 7.2321 12.0129 912.31 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.1891 0.98 7.2357 12.2701 912.31 2.22 1000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9390 0.97 43.83 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9391 0.97 43.83 2.33 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.76 0.97 11.3218 12.8739 11.3856 71150.75 1.43 500.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.2220 0.95 7.4289 10.7358 8.0723 2230.85 2.03 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.5070 0.95 7.4271 10.7318 8.4954 2230.85 2.03 1000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.0990 0.94 7.38 12.3383 2158.29 2.02 500.0 INVEST
Nippon India Balanced Advantage Fund (G) 177.1862 0.93 7.528 11.9885 10.0695 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 177.1862 0.93 7.528 11.9885 10.0695 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.4858 0.93 6.8098 11.0930 9.5408 9724.68 1.74 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.8726 0.92 13.6358 11.6045 10.4926 147.86 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.0509 0.92 13.6357 11.6044 10.4918 147.86 2.30 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.88 0.92 5.5852 1244.68 2.17 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.98 0.91 5.4968 1244.68 2.17 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.3709 0.89 6.2041 9.8987 9.1196 9604.33 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.3709 0.89 6.2041 9.8987 9.1196 9604.33 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.3709 0.89 6.2041 9.8987 9.1196 9604.33 1.73 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.1644 0.89 5.534 11.8133 2859.98 1.92 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.1546 0.89 5.5298 11.8104 2859.98 1.92 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.63 0.88 10.06 12.2746 10.1278 13176.44 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.66 0.88 9.7496 12.1645 10.0618 13176.44 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.35 0.86 9.6988 12.1535 10.0583 13176.44 1.68 100.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3803 0.86 2.9217 7.3777 6.2268 54.78 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4028 0.86 2.9299 7.4241 6.2547 54.78 2.34 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.3750 0.85 7.8042 10.5102 8.9989 17590.57 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.3750 0.85 7.8042 10.5126 9.0006 17590.57 1.65 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.4460 0.84 6.4257 15.7428 16.3206 107589.67 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (G) 511.2620 0.84 7.1112 15.9964 16.6816 107589.67 1.35 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.1320 0.82 9.42 11.9735 2053.09 2.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.2520 0.82 9.454 11.9864 2053.09 2.04 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 20.95 0.82 6.3452 13.7343 10.3385 3799.23 1.91 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3639 0.80 5.0995 3141.63 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3640 0.80 5.0994 3141.63 1.90 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.61 0.80 6.3288 13.7275 10.3289 3799.23 1.91 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.9670 0.79 6.7066 11.9760 8.1967 3731.96 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.9520 0.79 7.0753 12.2482 8.5296 3731.96 1.88 100.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.13 0.77 4.956 9.9805 3567.21 1.90 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.13 0.77 4.956 9.9805 3567.21 1.90 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.6605 0.76 3.0692 5.9769 3.8429 768.93 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.5654 0.76 3.1197 8.4670 5.3408 768.93 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 11.9068 0.76 3.0662 3.8284 2.7909 768.93 2.34 500.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.1796 0.75 4.1104 10.3173 7.9875 1534.95 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.5940 0.75 4.7843 10.3028 7.9805 1534.95 2.11 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.24 0.68 11.3937 13.0487 11.3916 71150.75 1.43 500.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6574 0.68 9.1762 12.7569 40952.47 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6572 0.68 9.1756 12.7568 40952.47 1.54 5000.0 INVEST
UTI-Unit Linked Insurance Plan 40.6636 0.66 1.9069 7.9661 6.5188 5034.81 1.68 15000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.40 0.65 4.0065 10.7484 9.0108 1066.45 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.41 0.64 3.9787 10.7203 8.9917 1066.45 2.08 1000.0 INVEST
ITI Balanced Advantage Fund (G) 13.9054 0.38 3.5044 9.7222 7.6646 379.18 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.6413 0.38 3.5027 9.4432 7.5003 379.18 2.39 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 9.98 0.30 0.3015 220.59 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 9.98 0.30 0.3015 220.59 2.41 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5741 0.10 4.7146 2768.32 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1681 0.10 0.892 2768.32 0.63 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8078 0.10 7.1267 1153.96 1.52 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8078 0.10 7.1267 1153.96 1.52 5000.0 INVEST