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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.80 0.19 8.8616 11.7220 9.9595 9489.56 2.0 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 114.72 0.17 8.8425 11.7249 9.9544 9489.56 2.0 100.0 INVEST
NJ Balanced Advantage Fund (G) 13.88 0.14 2.5868 8.7567 3393.51 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.88 0.14 2.5868 8.7567 3393.51 2.56 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.8019 0.13 4.0466 2655.99 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0842 0.13 -2.3161 2655.99 0.76 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.8961 0.11 1.7029 6.4253 6.1436 42.88 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.8728 0.11 1.6954 6.3794 6.1156 42.88 2.57 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.2220 0.08 6.268 9.73 8.1260 2236.44 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.5030 0.07 6.2625 9.7273 7.6878 2236.44 2.40 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.1152 0.06 0.2147 0.7419 3.8268 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.4423 0.06 -1.1854 5.2430 6.4028 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.4527 0.06 0.2169 2.8264 4.8892 732.54 2.39 500.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.7518 0.06 2.3407 8.3886 7.8692 1663.71 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.4689 0.06 2.3358 8.3843 7.8586 1663.71 2.60 100.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.1036 0.05 7.5774 1290.08 1.98 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1679 0.02 8.2355 12.1910 11.1527 5002.59 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 26.1186 0.02 8.0876 12.1379 11.1151 5002.59 2.16 5000.0 INVEST
SBI Balanced Advantage Fund (G) 16.0487 0.01 5.5724 10.3142 41512.85 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 16.0489 0.01 5.5724 10.3140 41512.85 1.68 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 531.8210 0.0 3.8364 13.1431 14.9112 106456.16 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.8830 0.0 3.1752 12.8973 14.5565 106456.16 1.29 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 23.13 0.0 9.0292 12.3938 11.1946 72486.28 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.71 0.0 9.007 12.2571 11.1937 72486.28 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 80.16 0.0 9.0019 12.2539 11.1975 72486.28 1.57 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.91 0.0 7.7598 10.5007 9.3488 13031.23 1.86 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.31 0.0 2.5823 1125.26 2.31 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 53.83 -0.02 7.7031 10.4970 9.3370 13031.23 1.86 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.8946 -0.03 5.1722 10.4611 903.94 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 15.0196 -0.03 5.1734 10.7138 903.94 2.47 1000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.80 -0.05 5.1616 11.8245 9.6396 3814.40 2.14 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.62 -0.05 7.9844 10.6122 9.3940 13031.23 1.86 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.48 -0.06 -0.2315 8.9414 8.0427 996.48 2.39 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.6550 -0.06 5.8274 9.8396 2128.89 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.82 -0.06 5.8647 9.8538 2128.89 2.26 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.34 -0.07 0.7223 6.5818 6.8387 770.48 2.55 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.12 -0.08 5.1102 11.8283 9.6445 3814.40 2.14 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.92 -0.09 3.379 7.5123 7.4037 770.48 2.55 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 53.28 -0.09 -0.2434 8.9664 8.0426 996.48 2.39 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.41 -0.10 2.5616 1125.26 2.31 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.6043 -0.11 2.6359 9.7703 2819.0 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.6276 -0.11 2.6318 9.7675 2819.0 2.11 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.5047 -0.11 8.1429 9.3759 10.3640 169.80 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.5228 -0.11 8.1424 9.3761 10.3648 169.80 2.62 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.3810 -0.12 5.149 9.6887 8.8861 17371.73 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.3810 -0.12 5.149 9.6887 8.8861 17371.73 1.88 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.0867 -0.15 47.96 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.0855 -0.15 47.96 2.90 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 185.6672 -0.15 6.2202 10.8255 9.3142 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 185.6672 -0.15 6.2202 10.8255 9.3142 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 32.0743 -0.15 5.509 9.9434 8.7888 9796.34 1.99 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1680 -0.15 5.1713 10.1260 7.9407 3749.13 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.9670 -0.15 5.5456 10.3960 8.1855 3749.13 2.38 100.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.51 -0.17 4.5767 290.90 2.76 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 44.6699 -0.18 3.0745 9.3974 8.0666 1518.10 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.5628 -0.18 2.4076 9.4117 8.0747 1518.10 2.52 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.9560 -0.23 5.0797 11.2812 2201.72 2.30 500.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.7278 -0.23 1.8884 3021.97 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.7279 -0.23 1.8884 3021.97 1.98 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.78 -0.24 3.4345 8.21 7.3882 1236.69 2.50 1000.0 INVEST
Tata Balanced Advantage Fund (G) 21.3239 -0.25 5.048 8.6435 8.7762 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.4579 -0.25 5.045 8.6425 8.7756 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.4579 -0.25 0.7818 7.1524 7.8780 8834.19 1.87 5000.0 INVEST
UTI-Unit Linked Insurance Plan 43.3644 -0.26 3.5954 7.9093 6.7623 5027.38 1.58 15000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.57 -0.26 4.4224 290.90 2.76 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.05 -0.26 3.4331 8.2094 7.3879 1236.69 2.50 1000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.9020 -0.28 7.0227 1238.84 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.9020 -0.28 7.0227 1238.84 2.73 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.24 -0.39 -1.9157 190.30 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.24 -0.39 -1.9157 190.30 3.58 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.9342 -0.49 2.8294 7.4419 684.91 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.0888 -0.49 2.8249 7.4398 684.91 3.05 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.1247 -0.49 1.4112 8.3629 6.7369 355.10 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.4828 -0.49 1.4116 8.6391 6.9001 355.10 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.4828 -0.49 1.4116 8.6391 6.9001 355.10 3.25 5000.0 INVEST