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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
LIC MF Balanced Advantage Fund (IDCW) 11.5016 1.11 -3.3858 7.3078 681.03 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.2573 1.11 -3.3823 7.3096 681.03 2.34 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.5637 1.04 1.1011 18.3058 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.5652 1.04 1.101 18.3118 901.32 2.50 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.4641 1.03 6.8466 13.8154 11.6301 4755.77 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.2429 1.03 6.8582 13.8217 11.6329 4755.77 1.90 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 513.2940 1.01 -0.0343 15.0179 15.2813 105377.65 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.3420 1.01 -0.6676 14.7662 14.9248 105377.65 1.27 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.3180 0.99 0.8824 1228.80 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.3180 0.99 0.8824 1228.80 7.07 500.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.39 0.98 3.6397 304.82 2.40 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.39 0.98 3.6397 304.82 2.40 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.4521 0.97 1.83 11.8269 887.0 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.4612 0.97 1.833 12.0832 887.0 3.36 1000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9640 0.93 45.02 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9652 0.93 45.02 3.04 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.94 0.91 -1.0995 1165.34 2.19 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.9309 0.91 5.5041 10.5549 10.3960 152.71 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.0916 0.91 5.5042 10.5545 10.3953 152.71 2.48 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.04 0.90 -1.1811 1165.34 2.19 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.29 0.88 0.0973 198.99 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.29 0.88 0.0973 198.99 2.48 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.6989 0.87 2.3098 9.5083 9.08 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.6989 0.87 2.3098 9.5083 9.08 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.6989 0.87 2.3098 9.5083 9.08 9128.04 1.79 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.5977 0.87 -0.7339 9.0695 7.8598 1658.39 2.31 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.66 0.86 0.4638 8.3207 7.1723 1241.37 2.15 1000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.2290 0.86 -0.7395 9.0656 7.8526 1658.39 2.31 100.0 INVEST
Union Balanced Advantage Fund (G) 19.99 0.86 0.4523 8.3165 7.1699 1241.37 2.15 1000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.7949 0.85 3.4036 11.7902 40732.17 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.7947 0.85 3.403 11.7904 40732.17 1.53 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3089 0.85 -1.7787 3029.72 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3088 0.85 -1.7787 3029.72 2.74 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.0380 0.83 3.1315 10.7248 8.0173 3661.26 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.2440 0.83 3.492 10.9960 8.3488 3661.26 1.93 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.84 0.82 3.9224 11.3556 9.8947 12906.31 2.08 100.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8572 0.82 -4.2787 7.6279 5.8844 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.2356 0.82 -2.9222 3.0246 3.3214 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.1481 0.82 -2.9197 5.1563 4.3785 734.38 2.39 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.88 0.82 3.6149 11.2491 9.8256 12906.31 2.08 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.86 0.81 -1.6545 7.6253 7.1725 829.61 2.35 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7369 0.80 -1.3444 8.8658 7.0257 351.17 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.0196 0.80 -1.3399 9.1434 7.1894 351.17 3.21 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4157 0.79 -2.2817 6.9378 6.2107 51.81 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3931 0.79 -2.2894 6.8916 6.1826 51.81 2.43 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.50 0.79 3.5938 11.2303 9.8278 12906.31 2.08 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.14 0.77 3.7946 11.8867 9.9149 9182.39 1.76 100.0 INVEST
AXIS Balanced Advantage Fund (G) 21.05 0.77 1.1047 12.4091 10.2891 3763.98 1.93 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.58 0.76 1.0355 8.5663 7.7426 829.61 2.35 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.2450 0.75 0.9425 11.3101 2152.37 2.51 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.5970 0.74 0.9261 9.8767 8.9311 17183.82 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.5970 0.74 0.9261 9.8743 8.9311 17183.82 1.73 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.03 0.74 4.6236 11.9839 10.7411 70551.44 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.74 0.74 4.5846 11.9779 10.7408 70551.44 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.14 0.73 4.6266 12.1252 10.7347 70551.44 1.39 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.67 0.72 1.1286 12.4027 10.2783 3763.98 1.93 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.3840 0.71 3.4374 10.9840 2067.51 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.2530 0.71 3.3985 10.9692 2067.51 2.06 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.80 0.70 -2.0609 9.8292 8.3054 1024.28 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.41 0.69 -2.0689 9.8145 8.3054 1024.28 2.78 1000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.2811 0.67 1.4381 10.4148 9.1068 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 178.5427 0.67 2.1209 11.3020 9.6336 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 178.5427 0.67 2.1209 11.3020 9.6336 9620.30 2.01 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.6260 0.66 3.3013 9.8653 8.1554 2208.75 2.66 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7320 0.65 3.2984 9.8611 8.5940 2208.75 2.66 1000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.2288 0.64 0.1772 9.7259 8.0364 1505.78 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.9952 0.64 0.8269 9.7105 8.0279 1505.78 2.13 5000.0 INVEST
UTI-Unit Linked Insurance Plan 41.0189 0.60 -2.068 7.1403 6.5499 4923.13 1.56 15000.0 INVEST
NJ Balanced Advantage Fund (G) 13.42 0.45 9.6841 3435.23 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.42 0.45 9.6841 3435.23 2.09 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5789 0.30 2.5199 2709.31 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0362 0.30 -2.5508 2709.31 0.61 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.82 0.16 3.8102 11.8781 9.9113 9182.39 1.76 100.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8666 0.15 6.6001 1180.70 2.02 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8666 0.15 6.6001 1180.70 2.02 5000.0 INVEST