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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
UTI-Unit Linked Insurance Plan 42.6670 0.26 1.0413 7.5395 6.7220 5027.38 1.58 15000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.7541 0.14 -0.3136 14.85 905.22 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.7557 0.14 -0.3135 14.8527 905.22 2.86 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7540 0.07 3.2148 2655.99 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0809 0.07 -2.9208 2655.99 0.76 5000.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 183.2057 0.03 3.3352 10.71 9.2791 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 183.2057 0.03 3.3352 10.71 9.2791 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.6491 0.03 2.6435 9.8288 8.7539 9796.34 1.99 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.92 0.0 1.9891 11.4142 9.8006 3814.40 2.14 100.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.1432 0.0 4.064 8.8607 10.0944 169.80 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.0047 0.0 4.0638 8.8610 10.0952 169.80 2.62 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.0570 0.0 1.6264 9.2714 8.7825 17371.73 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.0560 0.0 1.6216 9.2720 8.7830 17371.73 1.88 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.5150 -0.02 -0.6066 13.2956 14.5049 106456.16 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 522.8910 -0.02 0.0272 13.5422 14.8594 106456.16 1.29 100.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5444 -0.03 -2.439 5.4791 5.8493 42.88 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.5672 -0.03 -2.4317 5.5246 5.8773 42.88 2.57 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.6646 -0.03 3.796 11.7231 10.9864 5002.59 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.0473 -0.03 3.807 11.7289 10.9861 5002.59 2.16 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.5172 -0.04 -1.4176 3021.97 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5171 -0.04 -1.4184 3021.97 1.98 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.5950 -0.04 0.7385 1238.84 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.5950 -0.04 0.7385 1238.84 2.73 500.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.0310 -0.06 7.271 1290.08 1.98 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0410 -0.06 3.2848 9.0109 8.2292 2236.44 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.1790 -0.07 3.2773 9.0090 7.7950 2236.44 2.40 1000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1540 -0.08 3.7027 10.1675 7.9144 3749.13 2.38 100.0 INVEST
ITI Balanced Advantage Fund (G) 14.2484 -0.08 -2.2757 8.1354 6.8856 355.10 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9284 -0.08 -2.2759 7.8602 6.7223 355.10 3.25 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.7840 -0.08 4.0674 10.4372 8.1583 3749.13 2.38 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.4530 -0.08 2.6484 9.7754 2128.89 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.6010 -0.08 2.6865 9.7901 2128.89 2.26 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9124 -0.08 2.5171 10.3731 41512.85 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9125 -0.08 2.5164 10.3730 41512.85 1.68 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.74 -0.09 0.2849 6.9493 7.3411 770.48 2.55 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.45 -0.09 1.9002 11.3897 9.8008 3814.40 2.14 100.0 INVEST
Union Balanced Advantage Fund (G) 20.50 -0.10 0.6876 7.8975 7.2747 1236.69 2.50 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.19 -0.10 -1.5459 1125.26 2.31 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.09 -0.10 -1.5469 1125.26 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.8136 -0.13 -2.6091 6.6745 684.91 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.6169 -0.13 -2.6049 6.6764 684.91 3.05 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.08 -0.13 -2.3948 6.0041 6.7663 770.48 2.55 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4410 -0.13 0.0277 9.9569 2819.0 2.11 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.49 -0.13 4.9336 11.6397 10.7556 72486.28 1.57 500.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4520 -0.13 0.0235 9.9541 2819.0 2.11 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.70 -0.14 4.9291 11.4819 10.7614 72486.28 1.57 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.07 -0.14 3.1456 9.9060 9.2230 13031.23 1.86 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.55 -0.15 2.8308 9.8086 9.1649 13031.23 1.86 100.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.59 -0.15 -1.5217 8.5671 3393.51 2.56 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.59 -0.15 -1.5217 8.5671 3393.51 2.56 500.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.96 -0.16 0.6763 7.8934 7.2723 1236.69 2.50 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 111.94 -0.16 4.2952 11.1585 9.6135 9489.56 2.0 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.13 -0.17 4.8994 11.4650 10.7605 72486.28 1.57 500.0 INVEST
HSBC Balanced Advantage Fund (G) 43.7060 -0.17 0.285 9.0653 7.7817 1518.10 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.2840 -0.17 -0.3633 9.0802 7.7899 1518.10 2.52 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.44 -0.17 2.8034 9.7950 9.1557 13031.23 1.86 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.68 -0.18 2.0437 10.7355 2201.72 2.30 500.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.3161 -0.19 -1.0488 7.9189 7.6152 1663.71 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.0905 -0.19 -1.0401 7.9238 7.6259 1663.71 2.60 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.33 -0.19 4.278 11.1474 9.6171 9489.56 2.0 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7441 -0.20 0.8905 10.2359 903.94 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.8295 -0.20 0.8906 10.4878 903.94 2.47 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.5645 -0.20 -5.3667 3.0304 4.1431 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.5163 -0.20 -5.3697 0.9417 3.0882 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.9198 -0.20 -6.6893 5.4526 5.6461 732.54 2.39 500.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.3050 -0.22 2.5835 8.8820 8.8698 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.3050 -0.22 -1.5797 7.3887 7.9715 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.1645 -0.22 2.5864 8.8830 8.8705 8834.19 1.87 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.32 -0.23 -2.9523 8.6353 7.8367 996.48 2.39 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.38 -0.25 -2.9461 8.6581 7.8485 996.48 2.39 1000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.28 -0.39 -4.0149 190.30 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.28 -0.39 -4.0149 190.30 3.58 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9389 -0.50 47.96 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9401 -0.50 47.96 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9401 -0.50 47.96 2.90 5000.0 INVEST