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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) 11.2765 0.10 7.7668 1477.60 1.99 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 9.77 -0.20 -7.0409 156.86 3.39 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 9.77 -0.20 -7.0409 156.86 3.39 5000.0 INVEST
UTI-Unit Linked Insurance Plan 41.6218 -0.31 -2.4117 6.6035 4.5899 4930.11 1.60 15000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.57 -0.36 -6.1624 7.2203 6.5255 903.03 2.40 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5010 -0.36 0.506 2532.94 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 9.8271 -0.36 -4.8693 2532.94 0.76 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.35 -0.37 -6.1586 7.2367 6.5338 903.03 2.40 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.0801 -0.44 -6.7167 6.4068 2855.76 2.01 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.0802 -0.44 -6.7166 6.4067 2855.76 2.01 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.6740 -0.45 -1.7782 8.4836 6.7418 3703.78 2.26 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.3890 -0.45 -2.1292 8.2144 6.5844 3703.78 2.26 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.41 -0.48 -3.9397 9.5271 7.3741 3651.14 2.15 100.0 INVEST
AXIS Balanced Advantage Fund (G) 20.62 -0.48 -3.9143 9.5356 7.3852 3651.14 2.15 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 15.8461 -0.51 -7.3523 3.7820 3.7540 40.96 2.59 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 15.8243 -0.51 -7.3578 3.7378 3.7265 40.96 2.59 5000.0 INVEST
JioBlackRock Balanced Advantage Fund - Regular (G) 10.0122 -0.53 0.0 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.1280 -0.55 -4.374 1206.56 2.61 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.1280 -0.55 -4.374 1206.56 2.61 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 15.93 -0.56 -2.1498 9.2654 8.7787 71913.46 1.57 500.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.12 -0.59 -6.7008 5.7471 5.2151 680.57 2.52 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.51 -0.60 -2.1178 9.2849 8.7863 71913.46 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 74.99 -0.61 -2.1657 9.2623 8.7814 71913.46 1.57 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.1030 -0.61 -3.9421 7.3876 6.7865 16618.36 1.90 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.1030 -0.61 -3.9421 7.3854 6.7865 16618.36 1.90 100.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.3707 -0.65 -4.4425 7.2568 6.2238 1474.15 2.48 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.3671 -0.65 -3.8178 7.2432 6.2164 1474.15 2.48 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.44 -0.68 -2.0702 8.6465 7.0760 12880.20 1.92 100.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.09 -0.68 -4.8 5.9699 3241.74 2.42 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.09 -0.68 -4.8 5.9699 3241.74 2.42 500.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.0840 -0.69 -2.0243 7.9946 2109.29 2.28 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.5840 -0.69 -1.4551 7.5812 6.3760 2234.66 2.31 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 12.9760 -0.70 -2.0658 7.9815 2109.29 2.28 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.3590 -0.70 -1.4604 7.5788 5.9563 2234.66 2.31 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.20 -0.70 -9.2072 4.8194 4.6377 680.57 2.52 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 29.5552 -0.71 -4.056 7.4272 6.8001 9532.23 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 174.7640 -0.71 -3.411 8.2890 7.3155 9532.23 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 174.7640 -0.71 -3.411 8.2890 7.3155 9532.23 1.99 100.0 INVEST
HDFC Balanced Advantage Fund (G) 495.5380 -0.71 -6.555 9.3973 11.6732 102533.96 1.31 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 33.89 -0.71 -7.1436 9.1635 11.3301 102533.96 1.31 100.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW-M) 9.80 -0.71 0.0 2.82 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.77 -0.71 -6.9524 1007.12 2.40 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 19.41 -0.72 -2.3567 8.5229 7.0111 12880.20 1.92 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.67 -0.72 -6.9304 1007.12 2.40 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 10.95 -0.73 -5.4404 264.85 2.82 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 10.88 -0.73 -5.4154 264.85 2.82 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 50.87 -0.74 -2.3796 8.5241 7.0057 12880.20 1.92 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 13.6090 -0.75 -6.8725 6.7218 2686.76 2.22 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.1267 -0.75 -6.874 6.7239 2686.76 2.22 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.1178 -0.78 -3.8205 8.4449 878.76 2.43 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.1804 -0.78 -3.8207 8.1972 878.76 2.43 1000.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 13.0364 -0.82 -8.2409 5.5180 5.5157 1596.06 2.53 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 33.0182 -0.82 -8.2507 5.5188 5.5195 1596.06 2.53 100.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.3383 -0.82 -2.7283 7.4317 8.4839 173.75 2.64 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 24.8509 -0.82 -2.7294 7.4316 8.4847 173.75 2.64 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 17.38 -0.86 -6.2391 5.8213 5.1494 1157.75 2.56 1000.0 INVEST
Union Balanced Advantage Fund (G) 19.42 -0.87 -6.2289 5.8173 5.1470 1157.75 2.56 1000.0 INVEST
Tata Balanced Advantage Fund (G) 19.5733 -0.88 -6.1206 5.5378 6.0276 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 18.7784 -0.88 -6.1234 5.5367 6.0269 8005.06 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 18.7784 -0.88 -9.9331 4.0893 5.1520 8005.06 1.88 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.0968 -0.94 -4.171 7.9683 8.0702 40544.59 1.67 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.0966 -0.94 -4.1711 7.9681 8.0697 40544.59 1.67 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 24.72 -1.0 -0.6504 9.6807 7.8326 9836.35 1.95 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 108.02 -1.01 -0.7899 9.6218 7.8032 9836.35 1.95 100.0 INVEST
LIC MF Balanced Advantage Fund (G) 12.9342 -1.10 -6.7395 5.2785 653.43 2.94 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.2212 -1.10 -6.7444 5.2763 653.43 2.94 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.1043 -1.20 -3.2845 9.4060 8.0066 5162.17 2.05 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 14.6187 -1.20 -3.1495 9.4588 8.0366 5162.17 2.05 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.1371 -1.27 -9.9062 4.7614 3.7378 320.20 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 13.3031 -1.27 -9.9048 5.0284 3.8964 320.20 3.25 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.1895 -1.30 42.58 3.35 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.1883 -1.30 42.58 3.35 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.3123 -1.34 -8.5035 11.0484 810.16 3.04 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.3137 -1.35 -8.5034 11.0511 810.16 3.04 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4912 -1.50 -8.8187 -1.7254 2.3201 711.71 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.7360 -1.50 -10.1696 2.1540 4.5448 711.71 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.5271 -1.50 -8.817 0.3079 3.3669 711.71 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.5271 -1.50 -8.817 0.3079 3.3669 711.71 2.84 500.0 INVEST