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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Samco Dynamic Asset Allocation Fund-Reg (G) 10.39 0.19 -6.1538 284.08 2.41 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4664 0.15 5.5112 2704.76 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.3512 0.15 2.4758 2704.76 0.63 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.2562 0.15 4.6214 9.4687 8.1345 5300.39 1.64 15000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.38 0.10 -6.1538 284.08 2.41 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 44.1586 0.09 3.1096 12.2693 9.2636 1591.48 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 19.3477 0.09 3.1194 12.5272 9.4126 1591.48 2.11 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.5930 0.09 995.36 1.52 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.70 0.09 4.843 325.75 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.70 0.09 4.843 325.75 2.41 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5420 0.03 8.2986 13.0096 2003.13 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.5380 0.02 8.3004 13.0055 2003.13 2.06 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.9870 0.02 5.3868 11.8397 9.6106 2323.73 2.01 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 15.07 0.01 5.3888 11.8378 10.0419 2323.73 2.01 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.6282 0.01 4.0062 13.4362 934.52 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.3645 0.01 3.2929 13.1774 934.52 2.19 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.59 0.0 6.1989 10.8036 948.61 2.20 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.49 0.0 4.7952 1371.48 2.11 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.80 0.0 6.2024 10.7806 948.61 2.20 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.4422 -0.01 3.3185 9.8644 756.40 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.7273 -0.01 3.3211 9.8296 756.40 2.31 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 13.0723 -0.02 8.6669 3190.94 1.88 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 13.0722 -0.02 8.6661 3190.94 1.88 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.6704 -0.02 4.8982 11.7459 10.6233 399.17 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.8590 -0.02 4.9049 12.0313 10.7928 399.17 2.37 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.2529 -0.02 7.6987 14.8419 12.6887 4696.84 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.7695 -0.02 7.7017 14.8428 12.6905 4696.84 1.88 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.7820 -0.03 8.6977 1346.96 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.7820 -0.03 8.6977 1346.96 2.05 500.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.8933 -0.04 7.5681 11.6073 11.2046 145.05 2.30 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.6039 -0.04 4.5319 13.1380 2876.82 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.5823 -0.04 4.536 13.1411 2876.82 1.93 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.0653 -0.04 7.5682 11.6074 11.2037 145.05 2.30 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.65 -0.05 6.7521 14.9511 11.9281 3810.49 1.91 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 19.18 -0.05 2.8992 13.1456 11.2767 1121.27 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 54.77 -0.05 2.8915 13.1683 11.2897 1121.27 2.08 1000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 21.0408 -0.06 5.9243 11.4522 11.3063 9857.07 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.0408 -0.06 5.9243 11.4522 11.3063 9857.07 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 21.0408 -0.06 5.9243 11.4522 11.3063 9857.07 1.71 5000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 39.1220 -0.06 7.1344 18.8996 20.0112 107971.20 1.34 100.0 INVEST
HDFC Balanced Advantage Fund (G) 534.4380 -0.07 7.134 18.9022 20.2275 107971.20 1.34 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.0770 -0.07 5.9633 12.4105 10.8236 17959.16 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.0770 -0.07 5.9633 12.4105 10.8236 17959.16 1.65 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 14.02 -0.07 6.7505 14.9710 11.9249 3810.49 1.91 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.04 -0.07 10.1751 13.6080 11.6925 8799.67 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.81 -0.07 10.208 13.6138 11.6965 8799.67 1.77 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.6960 -0.07 7.4366 2093.36 2.02 500.0 INVEST
Sundaram Balanced Advantage Fund (G) 36.0718 -0.08 5.5471 11.1070 9.8687 1753.56 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.4281 -0.08 5.5288 11.1055 9.8678 1753.56 2.05 100.0 INVEST
Shriram Balanced Advantage Fund (G) 17.2680 -0.08 0.6435 9.7662 8.1771 58.0 2.42 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 17.2906 -0.08 0.6432 9.8117 8.2053 58.0 2.42 5000.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 181.3710 -0.10 7.2366 12.9390 11.9873 9748.77 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 181.3710 -0.10 7.2366 12.9390 11.9873 9748.77 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 32.8984 -0.10 5.8676 12.0358 11.4486 9748.77 1.74 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.38 -0.10 4.8242 1371.48 2.11 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.71 -0.10 5.9816 10.7270 8.8920 1370.71 2.15 1000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 16.0789 -0.10 9.8136 14.8461 39337.41 1.55 5000.0 INVEST
SBI Balanced Advantage Fund (G) 16.0787 -0.10 9.8137 14.8463 39337.41 1.55 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.4760 -0.10 8.6153 13.0122 9.5256 3689.72 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.5090 -0.10 7.8304 12.7351 9.1881 3689.72 1.89 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.11 -0.11 12.1584 14.0923 13.1134 69867.93 1.44 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.65 -0.11 7.1341 13.4476 12.1572 13411.40 1.69 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.60 -0.12 12.1553 14.1006 13.1113 69867.93 1.44 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.95 -0.13 12.1778 14.2485 13.1014 69867.93 1.44 500.0 INVEST
Union Balanced Advantage Fund (IDCW) 20.19 -0.15 6 10.7334 8.8958 1370.71 2.15 1000.0 INVEST
NJ Balanced Advantage Fund (G) 13.67 -0.22 2.2388 12.1589 3755.48 1.89 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.67 -0.22 2.2388 12.1589 3755.48 1.89 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.9835 -0.63 -6.0979 8.3546 5.5676 936.52 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.5022 -0.63 -6.1002 10.2086 6.6460 936.52 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.8619 -0.63 -6.0542 12.8050 8.1840 936.52 2.26 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.73 -0.96 7.1424 13.4385 12.1603 13411.40 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.51 -1.51 7.1386 13.4418 12.1711 13411.40 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.51 -1.51 7.1386 13.4418 12.1711 13411.40 1.69 100.0 INVEST