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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
LIC MF Balanced Advantage Fund (G) 13.4949 0.69 -2.37 7.3427 675.48 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.7077 0.69 -2.3748 7.3406 675.48 2.34 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.45 0.67 0.7715 198.56 3.04 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.45 0.67 0.7715 198.56 3.04 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5394 0.55 -1.7337 6.3246 5.9278 50.07 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.5621 0.55 -1.7273 6.3701 5.9556 50.07 2.43 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.3987 0.54 0.4255 10.6567 2769.68 1.96 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.3914 0.54 0.4289 10.6595 2769.68 1.96 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8872 0.52 3.5577 11.1440 40673.49 1.51 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8870 0.52 3.5577 11.1438 40673.49 1.51 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.40 0.39 1.8981 8.4804 7.2742 1218.20 2.20 1000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.5270 0.39 1.7387 1230.51 2.16 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.5270 0.39 1.7387 1230.51 2.16 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.45 0.37 -0.2226 8.8809 3392.12 1.94 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.45 0.37 -0.2226 8.8809 3392.12 1.94 500.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9886 0.37 -0.9334 8.7267 7.0058 351.23 2.40 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.3202 0.37 -0.9339 9.0037 7.1693 351.23 2.40 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 521.5870 0.37 0.8087 14.5085 15.1839 104016.21 1.28 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.6740 0.36 0.168 14.2579 14.8276 104016.21 1.28 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.47 0.36 5.2259 12.1080 10.8399 70569.60 1.35 500.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.2985 0.35 0.114 8.7561 7.8160 1641.95 2.09 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.0473 0.35 0.1226 8.7609 7.8221 1641.95 2.09 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 181.6998 0.35 3.8311 11.0978 9.5357 9573.76 1.76 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 181.6998 0.35 3.8311 11.0978 9.5357 9573.76 1.76 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.6066 0.35 3.1362 10.2135 9.0094 9573.76 1.76 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.46 0.34 -2.2354 9.3582 8.3908 1016.77 2.07 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.38 0.34 5.193 11.9577 10.8370 70569.60 1.35 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.06 0.33 5.2201 11.9656 10.8406 70569.60 1.35 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.39 0.33 -2.221 9.3932 8.4079 1016.77 2.07 1000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.4570 0.31 1.6738 10.9365 2155.59 2.05 500.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.4137 0.30 -1.6783 2980.74 2.06 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.4138 0.30 -1.6783 2980.74 2.06 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.0211 0.30 46.61 2.36 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.0198 0.30 46.61 2.36 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.16 0.30 -0.4897 1134.96 2.20 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.71 0.29 3.9464 10.7513 9.5459 12908.90 1.70 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.41 0.29 3.9675 10.7518 9.5476 12908.90 1.70 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.05 0.29 4.2791 10.8716 9.6157 12908.90 1.70 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.72 0.28 1.0483 7.8933 7.64 797.63 2.37 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.9450 0.28 2.0463 9.8473 8.8355 17112.42 1.69 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.9920 0.28 4.1247 9.5850 7.9989 2196.29 2.03 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.9360 0.27 4.1234 9.5799 8.4371 2196.29 2.03 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.9450 0.27 2.0463 9.8450 8.8355 17112.42 1.69 100.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.1772 0.27 3.2131 9.3598 9.0411 8770.14 1.74 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.1772 0.27 -0.9757 7.8599 8.1413 8770.14 1.74 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.0313 0.27 3.216 9.3608 9.0417 8770.14 1.74 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.05 0.27 -1.6982 6.9573 7.0608 797.63 2.37 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.2432 0.26 5.9598 12.8496 11.5616 4870.96 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.7193 0.26 5.9476 12.8431 11.5509 4870.96 1.90 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.86 0.25 4.6837 11.6605 9.8046 9252.62 1.76 100.0 INVEST
AXIS Balanced Advantage Fund (G) 21.33 0.24 2.1063 12.2774 10.0071 3749.83 1.90 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.84 0.23 2.1066 12.2745 10.0185 3749.83 1.90 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.23 0.23 4.6924 11.6539 9.8042 9252.62 1.76 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.7110 0.23 2.595 11.33 883.89 2.28 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.6502 0.23 2.5939 11.0762 883.89 2.28 1000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.0502 0.21 4.959 10.0811 10.2183 156.03 2.47 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.1748 0.21 4.9586 10.0806 10.2173 156.03 2.47 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.4150 0.20 3.9007 10.5919 2081.61 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5590 0.20 3.9335 10.6011 2081.61 2.06 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.05 0.20 -0.5926 1134.96 2.20 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.39 0.18 3.6736 301.85 2.44 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.46 0.17 3.6166 301.85 2.44 5000.0 INVEST
UTI-Unit Linked Insurance Plan 41.8915 0.17 -0.0751 7.2923 6.6102 4924.35 1.56 15000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.4188 0.16 0.9771 9.8011 8.0424 1492.28 2.14 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.7364 0.16 1.6353 9.7858 8.0351 1492.28 2.14 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8877 0.07 -3.7519 6.7286 5.9043 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.5098 0.07 -2.3873 4.2769 4.3976 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4794 0.07 -2.3906 2.1628 3.3401 735.74 2.39 500.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.9797 0.05 7.3379 1242.98 1.52 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6990 0.03 1.5322 17.3612 922.29 2.30 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6974 0.03 1.5317 17.3540 922.29 2.30 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7141 0.01 3.911 2691.13 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1534 0.01 -1.2277 2691.13 0.61 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.87 -0.53 1.9001 8.4811 7.2746 1218.20 2.20 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.87 -0.53 1.9001 8.4811 7.2746 1218.20 2.20 1000.0 INVEST