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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.46 0.58 -3.0584 328.40 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.46 0.58 -3.0584 328.40 2.41 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 12.4958 0.35 -7.7105 12.2442 9.7067 928.08 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 14.5409 0.35 -7.7545 7.8155 7.0533 928.08 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 20.2795 0.35 -7.7571 9.6601 8.1467 928.08 2.26 500.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.60 0.26 4.5987 301.30 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.60 0.26 4.5987 301.30 2.41 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.3198 0.13 0.5809 2605.81 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4316 0.13 5.7365 2605.81 0.63 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.5795 0.09 1.4564 1134.52 2.16 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.5810 0.09 1.4557 1134.52 2.16 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.4105 0.08 3.7024 10.0634 11.3638 141.38 2.47 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.7285 0.08 3.7022 10.0586 11.3630 141.38 2.47 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.51 0.07 -1.1704 10.6590 3815.16 1.89 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.51 0.07 -1.1704 10.6590 3815.16 1.89 500.0 INVEST
Union Balanced Advantage Fund (IDCW) 20.22 0.05 5.2288 10.2343 9.9952 1345.26 2.15 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.56 0.05 5.2201 10.2313 9.9934 1345.26 2.15 1000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.41 0.05 4.2091 11.9304 13.4126 12899.19 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.69 0.05 4.1754 11.9229 13.4077 12899.19 1.69 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.5580 0.04 7.1071 1897.02 2.02 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.67 0.04 4.1734 11.9166 13.4027 12899.19 1.69 100.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.4877 0.01 893.96 1.52 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.8750 0.01 5.0069 10.5851 10.7387 2263.32 2.01 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.6630 0.01 5.0026 10.5894 10.2951 2263.32 2.01 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.8540 0.01 6.4716 3067.28 1.89 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.8541 0.01 6.4716 3067.28 1.89 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.73 0.0 4.7115 9.7548 938.46 2.20 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.41 0.0 5.2088 13.8718 12.6923 3591.30 1.91 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.59 0.0 9.2721 13.2451 13.9632 66750.51 1.44 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.77 0.0 9.3114 13.1012 13.9678 66750.51 1.44 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.15 0.0 9.301 13.1114 13.9712 66750.51 1.44 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.87 0.0 5.2363 13.8773 12.6889 3591.30 1.91 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.6806 0.0 3.8695 12.3830 912.46 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.4088 0.0 3.1569 12.1264 912.46 2.19 1000.0 INVEST
Nippon India Balanced Advantage Fund (G) 179.9469 0.0 5.8511 12.1141 13.3685 9479.97 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 179.9469 0.0 5.8511 12.1141 13.3685 9479.97 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 33.0760 0.0 5.1994 11.4645 12.9742 9479.97 1.74 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.3860 -0.01 5.3318 11.7379 9.8583 3532.22 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.1370 -0.01 6.0933 12.01 10.1961 3532.22 1.89 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.5162 -0.01 4.0435 10.3672 10.0678 1678.45 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.7430 -0.01 4.0629 10.3711 10.1829 1678.45 2.05 100.0 INVEST
HDFC Balanced Advantage Fund (G) 528.3160 -0.01 4.8875 17.9477 23.1106 103041.31 1.34 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 38.92 -0.02 4.8885 17.9451 22.8886 103041.31 1.34 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.3660 -0.02 6.6597 12.1223 1933.78 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.3620 -0.03 6.6538 12.1193 1933.78 2.06 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.8008 -0.03 3.8529 10.6552 12.2829 9748.60 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.8008 -0.03 3.8529 10.6552 12.2829 9748.60 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.8008 -0.03 3.8529 10.6552 12.2829 9748.60 1.71 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.7926 -0.04 6.9677 13.7613 37457.25 1.55 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.7927 -0.04 6.9669 13.7612 37457.25 1.55 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.7017 -0.04 3.7332 9.5727 804.01 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.4189 -0.04 3.7319 9.6074 804.01 2.31 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 19.51 -0.05 3.3108 12.3086 11.9911 1050.08 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 54.31 -0.06 3.3295 12.3467 12.0051 1050.08 2.08 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.8130 -0.06 5.2597 11.7299 11.6075 17475.08 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.8130 -0.06 5.2544 11.7299 11.6075 17475.08 1.65 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.48 -0.06 4.5946 9.75 938.46 2.20 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.9557 -0.07 6.7898 13.9204 13.6881 4361.97 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.5721 -0.07 6.792 13.9213 13.6898 4361.97 1.88 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.5345 -0.08 5.0461 12.6926 2779.25 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.5177 -0.08 5.0503 12.6954 2779.25 1.93 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.3753 -0.09 5.7012 9.0844 9.4139 5294.10 1.64 15000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.44 -0.10 2.9586 1394.67 2.11 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.33 -0.10 2.8826 1394.67 2.11 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.6351 -0.15 4.137 11.2290 10.9299 396.82 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.5792 -0.15 4.1356 10.9466 10.7608 396.82 2.37 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 107.91 -0.15 7.1492 12.5043 13.1352 8370.71 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.60 -0.15 7.1519 12.5107 13.1420 8370.71 1.77 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.5930 -0.18 4.5168 1285.76 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.5930 -0.18 4.5168 1285.76 2.05 500.0 INVEST
Shriram Balanced Advantage Fund (G) 17.0066 -0.18 0.1567 7.8625 8.8279 56.11 2.4220 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 17.0289 -0.18 0.157 7.9072 8.8564 56.11 2.4220 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 17.0289 -0.18 0.157 7.9072 8.8564 56.11 2.4220 5000.0 INVEST