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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) 10.7536 -0.08 1153.96 1.52 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.5722 -0.18 8.8174 12.9819 40952.47 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.5723 -0.18 8.8165 12.9818 40952.47 1.54 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.3716 -0.20 11.2628 11.2164 9.9109 147.86 2.51 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.7014 -0.20 11.2633 11.2168 9.9102 147.86 2.51 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 105.63 -0.26 9.2913 12.1221 9.8623 9103.69 1.76 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.7028 -0.27 43.83 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.7029 -0.27 43.83 2.33 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.43 -0.27 9.2582 12.1179 9.8542 9103.69 1.76 100.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7750 -0.33 3.7957 9.6732 7.8911 379.18 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (G) 13.9430 -0.33 3.7982 9.9531 8.0562 379.18 2.39 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.0427 -0.36 3.534 8.2256 709.59 2.39 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.8216 -0.36 3.5316 8.2597 709.59 2.39 5000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.3780 -0.38 6.4061 15.7081 15.3443 107589.67 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (G) 506.7490 -0.38 7.1029 15.9659 15.7045 107589.67 1.35 100.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.5493 -0.39 4.5577 953.03 2.24 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.5478 -0.39 4.5582 953.03 2.24 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.6650 -0.42 7.237 11.7930 8.2697 3731.96 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.90 -0.42 6.8609 11.5187 7.9365 3731.96 1.88 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 174.1352 -0.43 7.4315 11.6760 9.5720 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 174.1352 -0.43 7.4315 11.6760 9.5720 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.9437 -0.43 6.7125 10.7832 9.0455 9724.68 1.74 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.08 -0.45 5.5366 8.3464 7.4139 885.03 2.23 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.01 -0.46 3.0087 9.7186 3567.21 1.90 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.01 -0.46 3.0087 9.7186 3567.21 1.90 500.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.0940 -0.47 9.1374 11.9473 2053.09 2.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 12.9860 -0.48 9.1 11.9333 2053.09 2.04 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.63 -0.48 5.4795 8.3550 7.4172 885.03 2.23 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 20.73 -0.48 5.9816 13.7355 10.0714 3799.23 1.91 100.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.1907 -0.50 4.9305 10.4495 8.0209 1534.95 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.3289 -0.50 5.6073 10.4339 8.0145 1534.95 2.11 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 13.9896 -0.50 6.7656 11.9529 912.31 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.0786 -0.50 6.0313 11.6968 912.31 2.22 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.85 -0.51 4.7872 1244.68 2.17 5000.0 INVEST
Union Balanced Advantage Fund (G) 19.68 -0.51 5.6928 8.8726 7.0329 1304.78 2.16 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.75 -0.51 4.8616 1244.68 2.17 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.42 -0.52 5.9196 13.7358 10.0618 3799.23 1.91 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.1140 -0.52 6.3867 10.3249 8.1807 2230.85 2.03 1000.0 INVEST
UTI-Unit Linked Insurance Plan 40.2297 -0.52 2.6302 8.0175 6.4871 5034.81 1.68 15000.0 INVEST
Bandhan Balanced Advantage Fund (G) 23.7570 -0.52 6.3905 10.3286 7.7461 2230.85 2.03 1000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.1149 -0.53 5.5009 9.7888 8.8135 9604.33 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.1149 -0.53 5.5009 9.7888 8.8135 9604.33 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.1149 -0.53 5.5009 9.7888 8.8135 9604.33 1.73 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.70 -0.53 5.6821 8.8689 7.0307 1304.78 2.16 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.01 -0.54 7.4146 316.13 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.01 -0.54 7.4146 316.13 2.42 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 13.8120 -0.55 6.2952 11.9852 2158.29 2.02 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.50 -0.58 7.6603 11.4122 9.5279 13176.44 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.36 -0.59 7.6089 11.4029 9.5238 13176.44 1.68 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 13.9135 -0.59 4.4306 11.3828 2859.98 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.9401 -0.59 4.4342 11.3855 2859.98 1.93 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 50.17 -0.59 7.6378 11.4104 9.5271 13176.44 1.68 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.2002 -0.60 4.5486 3141.63 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.2003 -0.60 4.5486 3141.63 1.90 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 9.89 -0.60 -2.2727 220.59 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 9.89 -0.60 -2.2727 220.59 2.41 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.2949 -0.62 4.6239 9.49 7.9198 1694.61 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 33.9320 -0.62 4.637 9.4909 7.9286 1694.61 2.06 100.0 INVEST
Shriram Balanced Advantage Fund (G) 16.2030 -0.63 2.6917 7.2465 6.1017 54.78 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.2247 -0.63 2.6964 7.2916 6.1296 54.78 2.34 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.77 -0.64 9.8588 12.4080 10.7246 71150.75 1.43 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.0540 -0.66 6.7916 1281.43 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.0540 -0.66 6.7916 1281.43 2.08 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.1020 -0.66 7.125 10.4058 8.7776 17590.57 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.1020 -0.66 7.125 10.4058 8.7760 17590.57 1.65 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 74.26 -0.67 9.8358 12.2460 10.7199 71150.75 1.43 500.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.0979 -0.68 11.0114 13.0243 10.5718 4766.56 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.6834 -0.68 11.026 13.0291 10.5758 4766.56 1.88 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.2198 -0.68 -1.6304 4.2941 3.1372 768.93 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.3018 -0.68 -1.5828 6.7529 4.6256 768.93 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.3470 -0.68 -1.6282 2.5395 2.0943 768.93 2.34 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.33 -0.69 9.8257 12.2513 10.7213 71150.75 1.43 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 50.89 -0.90 2.8496 10.7528 8.8131 1066.45 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.38 -0.91 2.8411 10.7269 8.8049 1066.45 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.38 -0.91 2.8411 10.7269 8.8049 1066.45 2.08 1000.0 INVEST