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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.4650 0.58 6.4332 1314.66 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.4650 0.58 6.4332 1314.66 2.05 500.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.4296 0.51 8.2653 10.0523 10.1291 146.37 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.7418 0.51 8.2654 10.0526 10.1283 146.37 2.30 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.1504 0.48 3.9604 11.4913 928.21 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3748 0.47 4.6775 11.7462 928.21 2.19 1000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.2587 0.43 7.2961 12.8679 11.3389 4748.18 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.4836 0.43 7.2934 12.8669 11.3372 4748.18 1.88 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.5266 0.41 -1.0102 1065.26 2.18 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.5280 0.41 -1.0101 1065.26 2.18 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.22 0.36 4.486 323.11 2.41 5000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 37.9250 0.35 6.5553 16.4982 18.3307 108205.06 1.34 100.0 INVEST
HDFC Balanced Advantage Fund (G) 521.4190 0.35 6.5523 16.4994 18.5433 108205.06 1.34 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8067 0.33 8.3839 13.2148 39914.31 1.55 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8065 0.33 8.3833 13.2150 39914.31 1.55 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.7126 0.31 1.8405 7.7402 6.7764 57.66 2.42 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.6907 0.31 1.8386 7.6956 6.7488 57.66 2.42 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.2189 0.31 4.0675 9.7559 9.1538 396.81 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.3295 0.31 4.0717 10.0363 9.3210 396.81 2.37 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.01 0.29 6.3185 11.8075 10.7081 13375.72 1.65 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.33 0.27 6.3136 11.8121 10.7091 13375.72 1.65 100.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.21 0.27 4.486 323.11 2.41 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3479 0.25 1.5552 8.3329 741.70 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.0983 0.25 1.5532 8.3673 741.70 2.31 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.97 0.24 6.3665 11.8202 10.7174 13375.72 1.65 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.2659 0.24 4.1592 11.6884 2884.57 1.92 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.2679 0.24 4.1635 11.6913 2884.57 1.92 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.2890 0.23 7.8529 11.7478 2021.33 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.2860 0.23 7.8547 11.7472 2021.33 2.06 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.39 0.22 0.6024 10.1376 3712.63 1.89 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.39 0.22 0.6024 10.1376 3712.63 1.89 500.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.44 0.21 5.3755 9.2183 7.6474 1347.19 2.16 1000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.5141 0.20 4.821 9.9650 10.0437 9690.76 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.5141 0.20 4.821 9.9650 10.0437 9690.76 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.5141 0.20 4.821 9.9650 10.0437 9690.76 1.71 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.04 0.20 4.2142 1332.70 2.13 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.12 0.20 -3.626 263.18 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.12 0.20 -3.626 263.18 2.41 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.14 0.20 4.2225 1332.70 2.13 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.19 0.19 6.1214 13.7763 10.9497 3816.40 1.91 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.7949 0.19 4.909 10.4191 10.1035 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 176.4777 0.19 5.6142 11.3086 10.6346 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 176.4777 0.19 5.6142 11.3086 10.6346 9724.68 1.74 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.4980 0.17 5.2837 10.7590 9.5866 17852.25 1.65 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.3470 0.16 5.3894 10.7576 8.6825 2308.91 2.02 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.4970 0.16 5.2892 10.7590 9.5883 17852.25 1.65 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.4640 0.16 5.3943 10.7569 9.1166 2308.91 2.02 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.7358 0.16 6.737 3203.37 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.7359 0.16 6.7369 3203.37 1.90 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.10 0.15 5.4097 9.2301 7.6543 1347.19 2.16 1000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.72 0.15 6.1118 13.7672 10.9502 3816.40 1.91 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.36 0.09 5.0019 8.8860 928.64 2.20 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.2990 0.08 6.8821 2119.38 2.01 500.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.0 0.07 4.972 8.8905 928.64 2.20 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.1328 0.07 5.42 9.7841 8.9989 1736.50 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.9132 0.07 5.4091 9.7839 8.9964 1736.50 2.05 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 18.53 0.05 3.5399 11.6024 9.8698 1126.06 2.07 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 53.36 0.04 3.5527 11.6253 9.8808 1126.06 2.07 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.6572 0.02 1030.0 1.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.7242 0.01 3.6533 11.0435 8.5742 1581.48 2.10 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.0076 0.01 3.6396 10.7878 8.4259 1581.48 2.10 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 107.70 0.01 8.7668 12.2896 10.7409 8944.34 1.77 100.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4136 -0.08 4.9699 2723.63 0.63 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.26 -0.10 6.6706 11.8781 8.4652 3708.72 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.0830 -0.10 7.8124 12.2829 8.8754 3708.72 1.89 100.0 INVEST
UTI-Unit Linked Insurance Plan 41.2665 -0.17 3.48 8.7062 7.2323 5212.13 1.64 15000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.8747 -0.22 -7.8334 4.2315 3.3503 871.97 2.27 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.9558 -0.22 -7.8362 6.0149 4.4060 871.97 2.27 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.9213 -0.22 -7.791 8.5135 5.9118 871.97 2.27 500.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.09 -0.57 8.7849 12.2885 10.7502 8944.34 1.77 100.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1405 -1.66 1.984 2723.63 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1405 -1.66 1.984 2723.63 0.63 5000.0 INVEST