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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) 10.6404 0.05 1030.0 1.52 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.60 0.0 2.719 10.7563 3712.63 1.89 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.60 0.0 2.719 10.7563 3712.63 1.89 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 18.80 -0.05 4.5921 12.2463 10.1016 1126.06 2.07 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.3175 -0.05 2.0605 2723.63 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4290 -0.06 5.0469 2723.63 0.63 5000.0 INVEST
UTI-Unit Linked Insurance Plan 41.8803 -0.06 4.9758 9.1948 7.5004 5212.13 1.64 15000.0 INVEST
Invesco India Balanced Advantage Fund (G) 54.13 -0.09 4.5586 12.2615 10.1053 1126.06 2.07 1000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.33 -0.10 -3.5481 263.18 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.33 -0.10 -3.5481 263.18 2.41 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.02 -0.11 12.178 13.4450 12.2836 70534.59 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.77 -0.13 12.182 13.5845 12.2763 70534.59 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.21 -0.14 12.1912 13.4473 12.2839 70534.59 1.43 500.0 INVEST
Union Balanced Advantage Fund (G) 20.39 -0.15 6.5865 9.8075 7.9488 1347.19 2.16 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.72 -0.15 6.6095 9.8154 7.9535 1347.19 2.16 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.11 -0.17 7.4655 12.4575 10.9604 13375.72 1.65 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.29 -0.17 8.3991 12.3832 9.0327 3708.72 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.3650 -0.17 7.2496 11.9801 8.6215 3708.72 1.89 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.51 -0.19 7.4462 12.4545 10.9580 13375.72 1.65 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.29 -0.19 7.4696 12.4539 10.9630 13375.72 1.65 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4312 -0.19 5.0397 12.2173 2884.57 1.92 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4216 -0.19 5.0439 12.2201 2884.57 1.92 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.8050 -0.22 6.8073 11.3535 9.9240 17852.25 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.8050 -0.22 6.8073 11.3535 9.9240 17852.25 1.65 100.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.8036 -0.22 6.0991 10.5331 10.2737 9690.76 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.8036 -0.22 6.0991 10.5331 10.2737 9690.76 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.8036 -0.22 6.0991 10.5331 10.2737 9690.76 1.71 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 179.4932 -0.22 7.2229 12.0118 11.0133 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 179.4931 -0.22 7.2229 12.0118 11.0133 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 32.3381 -0.22 6.5069 11.1167 10.4803 9724.68 1.74 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.9132 -0.25 8.6668 3203.37 1.88 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.9133 -0.25 8.6667 3203.37 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.9042 -0.25 8.7353 13.7254 11.6877 4748.18 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.5379 -0.25 8.7379 13.7262 11.6894 4748.18 1.88 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.43 -0.28 7.2573 14.2232 11.1361 3816.40 1.91 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.9547 -0.28 2.498 8.3855 7.0130 57.66 2.42 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.9324 -0.28 2.4957 8.3404 6.9852 57.66 2.42 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9117 -0.28 9.2731 13.6468 39914.31 1.55 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.9489 -0.28 4.1884 11.4611 8.7536 1581.48 2.10 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.5236 -0.28 4.174 11.2042 8.6046 1581.48 2.10 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9115 -0.28 9.2725 13.6466 39914.31 1.55 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.88 -0.29 7.2745 14.2304 11.1488 3816.40 1.91 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.5509 -0.30 6.4319 10.2268 9.2619 1736.50 2.05 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.4550 -0.31 9.1602 12.2324 2021.33 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.4520 -0.31 9.1623 12.2320 2021.33 2.06 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.6767 -0.33 9.3733 10.5674 10.4201 146.37 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.9142 -0.33 9.373 10.5675 10.4193 146.37 2.30 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.61 -0.33 8.6062 1314.66 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.61 -0.33 8.6062 1314.66 2.05 500.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.53 -0.35 6.9573 323.11 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.53 -0.35 6.9573 323.11 2.41 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.2435 -0.35 3.047 8.8926 741.70 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.5081 -0.35 3.0492 8.8580 741.70 2.31 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.7390 -0.35 6.6704 11.3581 9.0661 2308.91 2.02 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.6970 -0.36 6.6686 11.3545 9.5008 2308.91 2.02 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 108.97 -0.37 9.694 12.7575 10.9104 8944.34 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.55 -0.38 9.6883 12.7618 10.9092 8944.34 1.77 100.0 INVEST
HDFC Balanced Advantage Fund (G) 528.6160 -0.39 7.8108 17.3309 18.4712 108205.06 1.34 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 38.4480 -0.39 7.8143 17.3302 18.2588 108205.06 1.34 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.22 -0.39 5.6418 1332.70 2.13 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.6214 -0.40 6.281 12.5511 928.21 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.3587 -0.40 5.5518 12.2942 928.21 2.19 1000.0 INVEST
ITI Balanced Advantage Fund (G) 14.6095 -0.46 5.5645 10.9009 9.7946 396.81 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.4576 -0.47 5.5612 10.6186 9.6268 396.81 2.37 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.32 -0.48 5.6295 1332.70 2.13 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.56 -0.52 6.4944 9.4535 928.64 2.20 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.26 -0.52 6.4156 9.4775 928.64 2.20 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.8988 -0.61 0.1354 1065.26 2.18 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.8973 -0.61 0.1361 1065.26 2.18 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.4964 -0.73 -6.4014 5.5913 4.2270 871.97 2.27 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.4487 -0.73 -6.3583 9.9291 6.8101 871.97 2.27 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.8228 -0.73 -6.4041 7.3978 5.2917 871.97 2.27 500.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.0907 -1.05 6.4176 10.2267 9.2530 1736.50 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.0907 -1.05 6.4176 10.2267 9.2530 1736.50 2.05 100.0 INVEST