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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) 10.6549 0.04 1030.0 1.52 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4223 -0.10 4.9699 2723.63 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.3114 -0.10 1.984 2723.63 0.63 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.0033 -0.39 3.6396 10.7878 8.4259 1581.48 2.10 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.7223 -0.39 3.6533 11.0435 8.5742 1581.48 2.10 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.1110 -0.44 7.8124 12.2829 8.8754 3708.72 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.2740 -0.44 6.6706 11.8781 8.4652 3708.72 1.89 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.70 -0.51 6.1118 13.7672 10.9502 3816.40 1.91 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.7549 -0.52 8.3839 13.2148 39914.31 1.55 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.7547 -0.52 8.3833 13.2150 39914.31 1.55 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.15 -0.52 6.1214 13.7763 10.9497 3816.40 1.91 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 53.34 -0.56 3.5527 11.6253 9.8808 1126.06 2.07 1000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.9034 -0.56 5.4091 9.7839 8.9964 1736.50 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.1097 -0.56 5.42 9.7841 8.9989 1736.50 2.05 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.92 -0.57 6.3665 11.8202 10.7174 13375.72 1.65 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.19 -0.58 6.3136 11.8121 10.7091 13375.72 1.65 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 18.52 -0.59 3.5399 11.6024 9.8698 1126.06 2.07 1000.0 INVEST
UTI-Unit Linked Insurance Plan 41.3386 -0.61 3.48 8.7062 7.2323 5212.13 1.64 15000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.7161 -0.61 6.7369 3203.37 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.7160 -0.61 6.737 3203.37 1.90 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.76 -0.62 11.0028 12.9425 12.0686 70534.59 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.44 -0.62 11.0298 13.0758 12.0616 70534.59 1.43 500.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.0686 -0.63 1.5532 8.3673 741.70 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3151 -0.63 1.5552 8.3329 741.70 2.31 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.09 -0.63 11.0155 12.9388 12.0704 70534.59 1.43 500.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.2319 -0.65 4.1592 11.6884 2884.57 1.92 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.2363 -0.65 4.1635 11.6913 2884.57 1.92 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.2530 -0.67 7.8547 11.7472 2021.33 2.06 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.36 -0.67 0.6024 10.1376 3712.63 1.89 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.36 -0.67 0.6024 10.1376 3712.63 1.89 500.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.2560 -0.68 7.8529 11.7478 2021.33 2.06 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.24 -0.68 8.7849 12.2885 10.7502 8944.34 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 107.69 -0.68 8.7668 12.2896 10.7409 8944.34 1.77 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.4640 -0.72 5.2892 10.7590 9.5883 17852.25 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.4640 -0.72 5.2837 10.7590 9.5866 17852.25 1.65 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.99 -0.73 4.972 8.8905 928.64 2.20 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 176.1485 -0.73 5.6142 11.3086 10.6346 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 176.1485 -0.73 5.6142 11.3086 10.6346 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.7355 -0.73 4.909 10.4191 10.1035 9724.68 1.74 100.0 INVEST
Union Balanced Advantage Fund (G) 20.07 -0.74 5.4097 9.2301 7.6543 1347.19 2.16 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.40 -0.77 5.3755 9.2183 7.6474 1347.19 2.16 1000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.2880 -0.78 6.8821 2119.38 2.01 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.12 -0.78 4.2225 1332.70 2.13 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.35 -0.79 5.0019 8.8860 928.64 2.20 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.02 -0.79 4.2142 1332.70 2.13 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.3004 -0.79 8.2653 10.0523 10.1291 146.37 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.6517 -0.79 8.2654 10.0526 10.1283 146.37 2.30 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.3990 -0.80 6.4332 1314.66 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.3990 -0.80 6.4332 1314.66 2.05 500.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.4410 -0.82 5.3943 10.7569 9.1166 2308.91 2.02 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.3070 -0.82 5.3894 10.7576 8.6825 2308.91 2.02 1000.0 INVEST
ITI Balanced Advantage Fund (G) 14.2855 -0.83 4.0717 10.0363 9.3210 396.81 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.1813 -0.83 4.0675 9.7559 9.1538 396.81 2.37 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3069 -0.84 4.6775 11.7462 928.21 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.0929 -0.84 3.9604 11.4913 928.21 2.19 1000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.4728 -0.85 4.821 9.9650 10.0437 9690.76 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.4728 -0.85 4.821 9.9650 10.0437 9690.76 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.4728 -0.85 4.821 9.9650 10.0437 9690.76 1.71 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.6390 -0.85 1.8386 7.6956 6.7488 57.66 2.42 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.6608 -0.85 1.8405 7.7402 6.7764 57.66 2.42 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 519.6140 -0.88 6.5523 16.4994 18.5433 108205.06 1.34 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 37.7930 -0.88 6.5553 16.4982 18.3307 108205.06 1.34 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.3790 -0.92 7.2934 12.8669 11.3372 4748.18 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1892 -0.92 7.2961 12.8679 11.3389 4748.18 1.88 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.10 -1.08 -3.626 263.18 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.10 -1.08 -3.626 263.18 2.41 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.95 -1.46 6.3185 11.8075 10.7081 13375.72 1.65 100.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.18 -1.50 4.486 323.11 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.18 -1.58 4.486 323.11 2.41 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.9960 -1.89 -7.8362 6.0149 4.4060 871.97 2.27 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.9035 -1.89 -7.8334 4.2315 3.3503 871.97 2.27 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.9458 -1.89 -7.791 8.5135 5.9118 871.97 2.27 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.9458 -1.89 -7.791 8.5135 5.9118 871.97 2.27 500.0 INVEST