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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.2743 0.04 -3.6016 3.3172 3.3147 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.2055 0.04 -3.5996 5.4548 4.3719 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8915 0.04 -4.9495 7.9332 5.8776 734.38 2.39 500.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.6430 0.01 2.3657 9.3475 8.3483 2208.75 2.66 1000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6731 0.0 2.3831 11.2596 40732.17 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6729 0.0 2.3838 11.2601 40732.17 1.53 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.4650 0.0 2.3726 9.3513 7.9229 2208.75 2.66 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8691 -0.06 6.5588 1180.70 2.02 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.0416 -0.14 -1.6543 8.8259 7.0496 351.17 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7553 -0.14 -1.6585 8.5491 6.8861 351.17 3.21 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6635 -0.22 0.7394 18.4035 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6650 -0.22 0.7387 18.4094 901.32 2.50 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.54 -0.31 2.2787 2709.31 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0025 -0.31 -2.7789 2709.31 0.61 5000.0 INVEST
UTI-Unit Linked Insurance Plan 40.8553 -0.44 -2.5282 6.7852 6.3670 4923.13 1.56 15000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.4468 -0.54 -4.4407 6.7186 681.03 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.1941 -0.55 -4.437 6.7204 681.03 2.34 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.72 -0.62 3.3878 11.4051 9.7195 9182.39 1.76 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 108.69 -0.62 3.3568 11.4095 9.7115 9182.39 1.76 100.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.9699 -0.67 -0.8448 9.1379 7.8033 1505.78 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.6705 -0.67 -0.1981 9.1228 7.7950 1505.78 2.13 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.9530 -0.67 2.0704 10.4426 8.1120 3661.26 1.93 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.4720 -0.70 0.2007 9.3869 8.7049 17183.82 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.4720 -0.70 0.2056 9.3869 8.7049 17183.82 1.73 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.2650 -0.71 2.3975 10.3703 2067.51 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.1440 -0.71 2.3643 10.3608 2067.51 2.06 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 75.39 -0.71 3.4582 11.4360 10.5250 70551.44 1.39 500.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.0711 -0.72 -1.4291 10.5710 2788.55 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.0867 -0.72 -1.4262 10.5736 2788.55 2.14 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.96 -0.72 3.4932 11.5910 10.5273 70551.44 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.59 -0.73 3.421 11.4198 10.5141 70551.44 1.39 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.22 -0.75 -3.2329 9.0859 8.0086 1024.28 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.23 -0.76 -3.2483 9.1095 8.0163 1024.28 2.78 1000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.1250 -0.77 -0.0637 10.6974 2152.37 2.51 500.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 177.2556 -0.77 1.4135 10.7540 9.3551 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.0556 -0.77 0.7354 9.8711 8.8296 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 177.2556 -0.77 1.4135 10.7540 9.3551 9620.30 2.01 100.0 INVEST
Tata Balanced Advantage Fund (G) 20.5628 -0.79 1.4745 8.9288 8.8747 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.5628 -0.79 1.4745 8.9288 8.8747 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.5628 -0.79 1.4745 8.9288 8.8747 9128.04 1.79 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.8694 -0.79 45.02 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.8682 -0.79 45.02 3.04 5000.0 INVEST
Union Balanced Advantage Fund (G) 19.82 -0.80 -0.5519 7.7580 6.9115 1241.37 2.15 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.50 -0.80 -0.5474 7.7596 6.9124 1241.37 2.15 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.51 -0.83 2.63 10.6618 9.5540 12906.31 2.08 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.36 -0.83 2.655 10.6582 9.5587 12906.31 2.08 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3251 -0.84 0.4044 11.4210 887.0 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.3443 -0.84 0.4001 11.1658 887.0 3.36 1000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.36 -0.86 0.7782 198.99 2.48 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.69 -0.86 2.9309 10.7731 9.6136 12906.31 2.08 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.94 -0.90 -2.3576 1165.34 2.19 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.84 -0.91 -2.2871 1165.34 2.19 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 507.5450 -0.91 -1.5854 14.2777 14.9615 105377.65 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.6870 -0.91 -2.2098 14.0283 14.6057 105377.65 1.27 100.0 INVEST
Shriram Balanced Advantage Fund (G) 16.1974 -0.91 -3.2384 6.1471 5.7766 51.81 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.2197 -0.91 -3.2307 6.1929 5.8045 51.81 2.43 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.1373 -0.95 -3.0823 3029.72 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.1373 -0.95 -3.083 3029.72 2.74 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.36 -0.96 0.7782 198.99 2.48 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.3319 -0.96 5.4643 13.1738 11.4382 4755.77 1.90 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.25 -0.97 -1.5602 8.9696 3435.23 2.09 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.25 -0.97 -1.5602 8.9696 3435.23 2.09 500.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.70 -1.01 -2.7134 6.8506 6.8797 829.61 2.35 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.8883 -1.02 4.1806 9.7410 10.0671 152.71 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.6395 -1.02 4.1803 9.7413 10.0679 152.71 2.48 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.47 -1.04 -0.1019 7.7920 7.4564 829.61 2.35 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.2258 -1.04 -1.927 8.3198 7.5907 1658.39 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.0761 -1.04 -1.9323 8.3161 7.5890 1658.39 2.31 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.1930 -1.11 -0.3561 1228.80 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.1930 -1.11 -0.3561 1228.80 7.07 500.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.26 -1.14 2.1779 304.82 2.40 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.8180 -1.21 1.1607 9.9731 7.6623 3661.26 1.93 100.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.26 -1.23 2.1779 304.82 2.40 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.9985 -1.94 5.4764 13.1801 11.4349 4755.77 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.9985 -1.94 5.4764 13.1801 11.4349 4755.77 1.90 5000.0 INVEST