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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) 10.8613 0.03 7.086 1150.26 2.02 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0607 -0.27 -1.234 2666.02 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6071 -0.27 3.8983 2666.02 0.61 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.42 -0.45 3.5494 9.7561 3302.74 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.42 -0.45 3.5494 9.7561 3302.74 2.09 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.60 -0.50 -0.0775 9.8095 8.4094 984.41 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.34 -0.52 -0.1004 9.7913 8.3960 984.41 2.78 1000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.9760 -0.53 4.6146 10.7652 8.1103 3548.38 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.1190 -0.53 4.9765 11.0349 8.4437 3548.38 1.93 100.0 INVEST
UTI-Unit Linked Insurance Plan 40.9622 -0.63 -0.0351 7.3141 6.7679 4761.79 1.56 15000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.4849 -0.65 5.415 17.9241 833.98 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4834 -0.65 5.4148 17.9182 833.98 2.50 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.6980 -0.73 5.579 9.9378 8.7656 2071.17 2.66 1000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.7635 -0.73 5.9133 11.9679 38487.87 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.7633 -0.73 5.9127 11.9678 38487.87 1.53 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.5640 -0.74 5.5835 9.9410 8.3231 2071.17 2.66 1000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.1879 -0.74 2.0311 9.6847 8.0673 1447.69 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.8986 -0.74 2.6924 9.6695 8.0593 1447.69 2.13 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.67 -0.78 3.1956 12.8052 10.5315 3557.60 1.93 100.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.2240 -0.80 0.4085 7.3185 652.81 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.4726 -0.80 0.4036 7.3159 652.81 2.34 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 108.90 -0.80 6.7856 12.0158 10.1465 8539.88 1.76 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.92 -0.80 6.7975 12.0191 10.1532 8539.88 1.76 100.0 INVEST
Tata Balanced Advantage Fund (G) 20.6679 -0.83 4.6826 9.5531 9.3081 8725.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.6679 -0.83 4.6826 9.5531 9.3081 8725.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.6679 -0.83 4.6826 9.5531 9.3081 8725.14 1.79 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.02 -0.84 3.1959 8.4857 7.4002 1191.64 2.15 1000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.04 -0.85 3.1373 12.7730 10.5195 3557.60 1.93 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9762 -0.88 42.03 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9750 -0.88 42.03 3.04 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8227 -0.90 -1.895 7.9674 6.0541 701.81 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.1967 -0.90 -0.5049 3.3497 3.4870 701.81 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.0904 -0.90 -0.5027 5.4880 4.5458 701.81 2.39 500.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.4149 -0.90 3.978 10.4574 9.4021 9031.58 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 178.0354 -0.90 4.6769 11.3452 9.9304 9031.58 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 178.0354 -0.90 4.6769 11.3452 9.9304 9031.58 2.01 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.68 -0.90 6.6007 11.4421 10.02 12234.27 2.08 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.76 -0.91 6.9118 11.5530 10.0852 12234.27 2.08 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.2040 -0.91 6.0683 11.0474 1939.85 2.06 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.6756 -0.91 1.8005 9.2134 8.1375 1564.62 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.3774 -0.91 1.7949 9.2090 8.1397 1564.62 2.31 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.33 -0.91 6.101 11.0565 1939.85 2.06 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.60 -0.91 6.5606 11.4406 10.0129 12234.27 2.08 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.29 -0.92 0.5704 2877.65 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.2899 -0.92 0.5704 2877.65 2.74 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1620 -0.93 10.5783 13.5587 11.7197 4365.23 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.3372 -0.93 10.566 13.5524 11.7170 4365.23 1.90 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 75.99 -0.94 6.6976 11.9849 11.0475 66397.80 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.13 -0.94 6.7166 12.1294 11.0354 66397.80 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.73 -0.95 6.659 11.9790 11.0422 66397.80 1.39 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.4850 -0.95 3.4544 9.8614 9.0933 16203.69 1.73 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.2050 -0.96 3.5878 11.4727 2004.90 2.51 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.4840 -0.96 3.4493 9.8596 9.0939 16203.69 1.73 100.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.14 -0.98 2.2177 198.63 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.14 -0.98 2.2177 198.63 2.48 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.0296 -0.98 1.444 9.1990 7.9291 347.67 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7452 -0.98 1.4419 8.9212 7.7643 347.67 3.21 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3948 -1.04 4.7237 12.1682 833.19 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.3995 -1.04 4.7203 11.9117 833.19 3.36 1000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.3424 -1.07 -0.1741 6.8270 6.3652 50.31 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3199 -1.07 -0.1829 6.7808 6.3369 50.31 2.43 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.1657 -1.08 1.7845 11.1975 2662.52 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.1560 -1.08 1.7802 11.1946 2662.52 2.14 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.33 -1.13 6.0861 291.86 2.40 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.33 -1.13 6.1856 291.86 2.40 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.8283 -1.14 8.7828 10.5186 10.4912 139.84 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.02 -1.14 8.7828 10.5180 10.4904 139.84 2.48 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 512.2030 -1.20 3.1752 15.0921 15.8532 98457.75 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.2650 -1.20 2.5228 14.8407 15.4952 98457.75 1.27 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.82 -1.20 1.0225 7.4086 7.2785 799.81 2.35 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.55 -1.22 3.7423 8.3636 7.8462 799.81 2.35 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.2480 -1.26 3.4394 1129.50 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.2480 -1.26 3.4394 1129.50 7.07 500.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.69 -1.68 3.2191 8.4939 7.4051 1191.64 2.15 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.69 -1.68 3.2191 8.4939 7.4051 1191.64 2.15 1000.0 INVEST