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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6574 0.06 7.8869 2703.33 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.2414 0.06 2.0782 2703.33 0.63 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.7444 0.03 1111.01 1.52 5000.0 INVEST
UTI-Unit Linked Insurance Plan 41.2246 -0.27 4.8209 8.8286 7.3547 5212.13 1.66 15000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.6637 -0.41 8.0262 11.5294 8.7239 1542.11 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.4293 -0.41 7.9362 11.5137 8.7165 1542.11 2.11 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.9736 -0.42 13.3908 11.8982 10.5312 143.75 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.7617 -0.42 13.3903 11.8979 10.5319 143.75 2.30 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.2870 -0.45 9.3469 12.2606 8.5985 3701.60 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.2850 -0.45 10.1355 12.5349 8.9329 3701.60 1.88 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.23 -0.46 13.0579 13.4342 10.7879 8899.24 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 108.93 -0.46 13.0448 13.4394 10.7865 8899.24 1.77 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 16.0642 -0.46 12.2907 14.3778 40202.72 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (G) 16.0640 -0.46 12.2909 14.3780 40202.72 1.54 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9188 -0.49 0.0 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9186 -0.49 0.0 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.4585 -0.54 6.9561 9.3074 718.70 2.38 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.1985 -0.54 6.9538 9.3421 718.70 2.38 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.97 -0.55 13.5517 13.6627 11.7286 70343.40 1.43 500.0 INVEST
AXIS Balanced Advantage Fund (G) 21.40 -0.56 9.6311 14.8393 11.2638 3773.12 1.91 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.98 -0.57 13.5566 13.6578 11.7254 70343.40 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.63 -0.57 13.5678 13.7911 11.72 70343.40 1.43 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.86 -0.57 9.6351 14.8383 11.2631 3773.12 1.91 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3960 -0.58 12.8678 13.2647 2007.15 2.05 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.5480 -0.58 9.58 11.3994 9.0654 2240.09 2.02 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5390 -0.58 12.9067 13.2827 2007.15 2.05 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.4870 -0.59 9.5762 11.4032 8.6404 2240.09 2.02 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.8630 -0.60 11.2634 11.7818 9.8348 17513.06 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.8620 -0.60 11.2581 11.78 9.8337 17513.06 1.65 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4044 -0.62 7.8585 12.9498 2849.51 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.3967 -0.62 7.8627 12.9526 2849.51 1.93 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 18.23 -0.65 6.697 12.2950 9.7505 1080.38 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.93 -0.68 6.6922 12.3134 9.7641 1080.38 2.08 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.6830 -0.68 4.0812 8.4385 5.7077 797.36 2.32 500.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 180.0726 -0.68 10.7879 12.9933 10.7147 9597.81 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 180.0726 -0.68 10.7879 12.9933 10.7147 9597.81 1.74 100.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.8569 -0.68 4.0303 5.9407 4.2040 797.36 2.32 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.8038 -0.68 4.0334 4.1583 3.1503 797.36 2.32 500.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 32.2254 -0.68 10.0458 12.0898 10.1826 9597.81 1.74 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.6994 -0.68 8.3262 3136.32 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.6995 -0.68 8.3261 3136.32 1.90 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.27 -0.70 11.6485 12.8340 10.6450 13116.09 1.64 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.05 -0.72 11.5995 12.8368 10.6294 13116.09 1.64 100.0 INVEST
ITI Balanced Advantage Fund (G) 14.3892 -0.74 6.7068 11.1289 9.0259 381.39 2.39 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.43 -0.74 5.748 11.2266 3609.87 1.90 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.43 -0.74 5.748 11.2266 3609.87 1.90 500.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.1518 -0.74 6.7075 10.8460 8.8593 381.39 2.39 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.8727 -0.75 6.1998 8.6039 7.2130 55.54 2.42 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.8543 -0.75 9.541 11.3197 9.9313 9401.50 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.8543 -0.75 9.541 11.3197 9.9313 9401.50 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.8543 -0.75 9.541 11.3197 9.9313 9401.50 1.73 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.8501 -0.75 6.1952 8.5579 7.1846 55.54 2.42 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 528.1470 -0.75 11.7757 18.1426 17.1082 106820.61 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 37.9140 -0.75 11.0502 17.8803 16.7441 106820.61 1.35 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.12 -0.75 11.5725 12.8305 10.6270 13116.09 1.64 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.25 -0.77 9.0426 1271.58 2.16 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3370 -0.78 10.2083 13.4057 2130.44 2.02 500.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.5637 -0.78 10.4449 13.7862 912.79 2.21 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.31 -0.78 9.6869 13.5267 912.79 2.21 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.57 -0.82 10.9493 10.4896 8.2011 1301.37 2.16 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.16 -0.85 9.0647 9.8393 8.4615 894.17 2.23 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.48 -0.86 9.0619 9.8377 8.4556 894.17 2.23 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.8818 -0.87 8.9116 10.9512 8.9814 1705.37 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.3251 -0.87 8.9249 10.9521 8.9705 1705.37 2.06 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.14 -0.88 9.0564 1271.58 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.5211 -0.90 15.959 14.7151 11.8385 4672.21 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.1238 -0.90 15.9585 14.7151 11.8372 4672.21 1.88 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.6260 -0.93 12.3719 1271.05 2.09 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.6260 -0.93 12.3719 1271.05 2.09 500.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.48 -0.95 12 312.32 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.47 -1.04 11.9024 312.32 2.42 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.23 -1.06 1.6899 233.32 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.23 -1.06 1.6899 233.32 2.41 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.55 -1.66 10.9628 10.4941 8.2037 1301.37 2.16 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.55 -1.66 10.9628 10.4941 8.2037 1301.37 2.16 1000.0 INVEST