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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) 15.7366 1.39 6.4327 958.82 2.24 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.7381 1.39 6.4327 958.82 2.24 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.4423 1.16 0.5689 7.2360 4.8395 797.36 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.5153 1.16 0.5214 3.0034 2.3028 797.36 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.4546 1.16 0.5189 4.7660 3.3480 797.36 2.34 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.0 1.11 -0.892 233.32 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.0 1.11 -0.892 233.32 2.41 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.2030 1.10 8.712 12.5193 912.79 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.0051 1.10 7.9662 12.2629 912.79 2.22 1000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.9523 1.05 13.1462 13.6714 10.8916 4672.21 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.5111 1.05 13.1322 13.6666 10.8876 4672.21 1.88 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.25 1.02 8.7482 1271.05 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.25 1.02 8.7482 1271.05 2.08 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.16 1.0 4.3616 10.1387 3609.87 1.90 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.16 1.0 4.3616 10.1387 3609.87 1.90 500.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.19 0.99 9.8135 312.32 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.19 0.99 9.8135 312.32 2.42 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.26 0.99 7.4384 8.9301 7.7397 894.17 2.23 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.89 0.92 6.1413 1271.58 2.17 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.99 0.91 6.1637 1271.58 2.17 5000.0 INVEST
Union Balanced Advantage Fund (G) 19.99 0.91 7.5888 9.4412 7.3068 1301.37 2.16 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.86 0.88 7.2924 8.9198 7.7318 894.17 2.23 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.67 0.88 9.4569 11.9655 9.7360 13116.09 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.81 0.87 9.5068 11.9710 9.7338 13116.09 1.68 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.84 0.86 7.5904 16.1958 15.5252 106820.61 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (G) 513.1780 0.86 8.2919 16.4543 15.8856 106820.61 1.35 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 50.92 0.85 9.4583 11.9628 9.7288 13116.09 1.68 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.99 0.85 7.5522 9.4288 7.2995 1301.37 2.16 1000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.0190 0.80 7.9215 12.5419 2130.44 2.02 500.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.5183 0.79 6.4623 10.0574 8.2393 1705.37 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.4622 0.79 6.4749 10.0582 8.2452 1705.37 2.06 100.0 INVEST
Tata Balanced Advantage Fund (G) 20.3780 0.75 6.8209 10.2654 9.0536 9401.50 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.3780 0.75 6.8209 10.2654 9.0536 9401.50 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.3780 0.75 6.8209 10.2654 9.0536 9401.50 1.73 5000.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 176.2482 0.74 8.5673 12.1259 9.8041 9597.81 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 176.2482 0.74 8.5673 12.1259 9.8041 9597.81 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.5409 0.74 7.8395 11.2292 9.2762 9597.81 1.74 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.7969 0.73 0.0 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.7968 0.73 0.0 2.33 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 20.97 0.72 7.3733 14.1728 10.2222 3773.12 1.91 100.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.9191 0.72 4.2666 8.5565 718.70 2.39 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.1502 0.72 4.2682 8.5221 718.70 2.39 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6878 0.70 9.6696 13.2608 40202.72 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6880 0.70 9.6695 13.2609 40202.72 1.54 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.3850 0.70 8.662 10.9215 9.0245 17513.06 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.3850 0.70 8.6678 10.9215 9.0245 17513.06 1.65 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.60 0.69 11.4073 12.8312 10.9712 70343.40 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.11 0.68 11.4661 12.9902 10.9732 70343.40 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 75.43 0.68 11.4509 12.8325 10.9772 70343.40 1.43 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.58 0.67 7.3417 14.1860 10.2166 3773.12 1.91 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.66 0.67 10.4234 12.4549 9.9927 8899.24 1.76 100.0 INVEST
Shriram Balanced Advantage Fund (G) 16.4450 0.67 4.5355 7.7777 6.2865 55.54 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4670 0.67 4.5398 7.8230 6.3144 55.54 2.34 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 106.56 0.66 10.402 12.4502 9.9918 8899.24 1.76 100.0 INVEST
ITI Balanced Advantage Fund (G) 14.0950 0.65 4.9196 10.3512 8.2497 381.39 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9033 0.65 4.9199 10.0702 8.0842 381.39 2.39 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.2760 0.64 7.5391 10.7454 8.3760 2240.09 2.03 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.0290 0.64 7.5315 10.7480 7.9390 2240.09 2.03 1000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.1074 0.63 5.8971 11.8978 2849.51 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.1204 0.63 5.9006 11.9005 2849.51 1.93 5000.0 INVEST
UTI-Unit Linked Insurance Plan 40.6649 0.62 3.777 8.4056 6.6507 5212.13 1.68 15000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3863 0.60 6.0507 3136.32 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3862 0.60 6.0508 3136.32 1.90 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.3442 0.54 5.6052 10.7593 8.1601 1542.11 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.6860 0.54 6.2864 10.7436 8.1533 1542.11 2.11 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.73 0.52 4.5684 11.3589 9.0851 1080.38 2.08 1000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.8780 0.50 7.9371 12.0792 8.3788 3701.60 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.0070 0.50 7.5564 11.8040 8.0457 3701.60 1.88 100.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.7958 0.37 12.0217 11.4141 10.0022 143.75 2.51 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.5069 0.37 12.0212 11.4138 10.0029 143.75 2.51 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1606 0.17 0.8727 2703.33 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5654 0.17 6.6122 2703.33 0.63 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.7518 0.04 1111.01 1.52 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.67 -0.34 4.5571 11.3393 9.0796 1080.38 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.67 -0.34 4.5571 11.3393 9.0796 1080.38 2.08 1000.0 INVEST