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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6665 0.46 0.1063 17.0911 922.29 2.30 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6649 0.46 0.1057 17.0836 922.29 2.30 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.80 0.33 1.3213 9.9442 8.0555 1492.28 2.14 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.4456 0.33 0.6654 9.9595 8.0629 1492.28 2.14 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.08 0.28 4.7211 12.1157 10.8139 70569.60 1.35 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.49 0.27 4.7524 12.2657 10.8065 70569.60 1.35 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.45 0.26 4.7188 12.1136 10.8044 70569.60 1.35 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.17 0.20 -1.07 1134.96 2.20 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.37 0.19 1.9561 12.5221 9.9158 3749.83 1.90 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.6467 0.18 2.7559 10.4117 8.9729 9573.76 1.76 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 181.9304 0.18 3.4482 11.2977 9.4990 9573.76 1.76 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 181.9304 0.18 3.4482 11.2977 9.4990 9573.76 1.76 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.86 0.16 1.8892 12.5299 9.9213 3749.83 1.90 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.9634 0.12 -0.7669 8.8346 7.69 1641.95 2.09 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.2642 0.12 -0.7758 8.8297 7.6882 1641.95 2.09 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.06 0.10 -1.075 1134.96 2.20 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.9945 0.10 7.4269 1242.98 1.52 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.46 0.10 -2.6716 9.5698 8.3256 1016.77 2.07 1000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4180 0.09 0.3498 10.8605 2769.68 1.96 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4273 0.09 0.3457 10.8577 2769.68 1.96 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.9220 0.09 1.5335 9.9162 8.7941 17112.42 1.69 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.9210 0.09 1.5287 9.9144 8.7931 17112.42 1.69 100.0 INVEST
NJ Balanced Advantage Fund (G) 13.47 0.07 -0.6637 9.1096 3392.12 1.94 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.47 0.07 -0.6637 9.1096 3392.12 1.94 500.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9821 0.06 46.61 2.36 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9833 0.06 46.61 2.36 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.6840 0.06 4.5945 11.0468 8.2730 3664.90 2.49 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.48 0.06 -2.6982 9.5216 8.3095 1016.77 2.07 1000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1790 0.06 4.2204 10.7714 7.9388 3664.90 2.49 100.0 INVEST
UTI-Unit Linked Insurance Plan 41.9930 0.05 -0.3727 7.4720 6.6138 4924.35 1.56 15000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3810 0.05 2.9828 10.6357 2081.61 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5230 0.05 3.0219 10.6472 2081.61 2.06 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.1298 0.04 4.1962 10.1473 10.1681 156.03 2.47 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.9856 0.04 4.1962 10.1478 10.1688 156.03 2.47 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.4058 0.03 -2.1586 2980.74 2.06 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.4059 0.03 -2.1586 2980.74 2.06 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.4651 0.03 -3.6781 4.3587 4.2235 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8614 0.03 -5.0244 6.8124 5.7276 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4493 0.03 -3.6808 2.2431 3.1679 735.74 2.39 500.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.82 0.0 1.1248 8.4984 7.1878 1218.20 2.20 1000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.68 0.0 -0.0188 7.9524 7.4593 797.63 2.37 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.34 0.0 1.0934 8.4872 7.1812 1218.20 2.20 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.42 0.0 2.2381 301.85 2.44 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.5311 0.0 -2.3325 6.4672 5.9002 50.07 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5084 0.0 -2.3391 6.4213 5.8723 50.07 2.43 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.42 -0.01 0.7898 10.9992 2155.59 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.4610 -0.02 0.4294 1230.51 2.16 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.4610 -0.02 0.4294 1230.51 2.16 500.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.6150 -0.02 -0.4661 14.3655 14.6901 104016.21 1.28 100.0 INVEST
HDFC Balanced Advantage Fund (G) 520.7370 -0.02 0.1672 14.6156 15.0453 104016.21 1.28 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.19 -0.04 2.7564 10.6827 9.3438 12908.90 1.70 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.96 -0.05 3.0461 10.7957 9.4008 12908.90 1.70 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.45 -0.05 2.7951 10.6820 9.3540 12908.90 1.70 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.99 -0.07 -2.7255 6.9892 6.8756 797.63 2.37 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.5342 -0.07 4.2017 12.7185 11.2408 4870.96 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1263 -0.07 4.214 12.7248 11.2392 4870.96 1.90 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.4908 -0.08 -3.0492 7.4676 675.48 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.7041 -0.08 -3.0536 7.4659 675.48 2.34 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.35 -0.09 2.2919 301.85 2.44 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7074 -0.09 3.7421 2691.13 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1476 -0.10 -1.3887 2691.13 0.61 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.0120 -0.11 2.6839 9.4585 8.9368 8770.14 1.74 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.1587 -0.11 2.681 9.4574 8.9362 8770.14 1.74 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.1587 -0.11 -1.4861 7.9562 8.0373 8770.14 1.74 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8621 -0.14 2.7165 11.2156 40673.49 1.51 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8623 -0.14 2.7165 11.2158 40673.49 1.51 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.68 -0.19 3.7301 11.7264 9.6649 9252.62 1.76 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.19 -0.19 3.7323 11.7318 9.6660 9252.62 1.76 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.6209 -0.24 1.0038 11.2964 883.89 2.28 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.5788 -0.24 1.003 11.0427 883.89 2.28 1000.0 INVEST
ITI Balanced Advantage Fund (G) 14.2177 -0.32 -2.2879 8.8517 7.0552 351.23 2.40 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9027 -0.32 -2.2881 8.5749 6.8918 351.23 2.40 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.32 -0.39 -1.1494 198.56 3.04 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.32 -0.39 -1.1494 198.56 3.04 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.32 -0.39 -1.1494 198.56 3.04 5000.0 INVEST