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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) 10.12 1.0 0.3968 198.63 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.12 1.0 0.3968 198.63 2.41 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.9233 0.87 8.6063 13.8974 11.5650 4365.23 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.0578 0.87 8.6187 13.9039 11.5690 4365.23 1.88 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.33 0.80 4.424 291.86 2.42 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.26 0.76 2.7907 10.3051 3302.74 1.90 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.26 0.76 2.7907 10.3051 3302.74 1.90 500.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.32 0.71 4.428 291.86 2.42 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.15 0.69 3.1504 1105.84 2.17 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.57 0.66 8.0359 13.0683 10.7978 8539.88 1.77 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3949 0.66 4.4615 13.0517 833.19 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.3996 0.66 4.4578 12.7928 833.19 2.22 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.23 0.65 8.0535 13.0778 10.7974 8539.88 1.77 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.3450 0.64 4.4659 1129.50 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.3450 0.64 4.4659 1129.50 2.08 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.04 0.60 3.0427 1105.84 2.17 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 179.6296 0.59 5.3343 12.4866 10.6256 9031.58 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 179.6296 0.59 5.3343 12.4866 10.6256 9031.58 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.6961 0.59 4.6308 11.5895 10.0939 9031.58 1.74 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.86 0.58 7.322 12.5356 10.5978 12234.27 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.89 0.58 7.0118 12.4431 10.5275 12234.27 1.68 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.17 0.58 3.9825 9.4159 7.7022 1191.64 2.16 1000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.63 0.57 5.0016 9.5524 8.4708 799.81 2.23 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.93 0.56 7.006 12.4303 10.5221 12234.27 1.68 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.18 0.55 9.9774 11.8014 10.7672 139.84 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.2654 0.55 9.9774 11.8013 10.7663 139.84 2.30 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.17 0.55 3.9691 9.4112 7.6994 1191.64 2.16 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.5890 0.55 5.2521 11.1533 8.5436 2071.17 2.03 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7110 0.54 5.2502 11.1494 8.9615 2071.17 2.03 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.93 0.54 2.1903 8.5893 7.8964 799.81 2.23 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.2890 0.50 4.3145 12.6222 2004.90 2.02 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.6210 0.50 4.9789 10.9164 9.4067 16203.69 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.6210 0.50 4.9789 10.9164 9.4067 16203.69 1.65 100.0 INVEST
Tata Balanced Advantage Fund (G) 20.6315 0.50 4.6572 10.2396 9.5567 8725.14 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.6315 0.50 4.6572 10.2396 9.5567 8725.14 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.6315 0.50 4.6572 10.2396 9.5567 8725.14 1.73 5000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 37.0140 0.49 3.9662 16.2548 17.0865 98457.75 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (G) 519.2310 0.49 4.6354 16.5095 17.4494 98457.75 1.35 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.5837 0.49 0.5902 7.8249 6.6455 50.31 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5609 0.49 0.5818 7.7785 6.6174 50.31 2.34 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.0658 0.48 3.2095 17.0666 833.98 2.24 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.0673 0.48 3.2099 17.0699 833.98 2.24 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3080 0.48 6.7692 12.2874 1939.85 2.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.4430 0.47 6.8032 12.3003 1939.85 2.04 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.07 0.46 8.9945 13.2645 11.8021 66397.80 1.43 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.66 0.46 1.8478 11.1619 9.3898 984.41 2.08 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.99 0.45 9.0047 13.2676 11.8076 66397.80 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.52 0.45 9.01 13.4129 11.7956 66397.80 1.43 500.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3088 0.45 0.7449 8.4506 652.81 2.39 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.5462 0.45 0.7406 8.4481 652.81 2.39 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.13 0.44 1.8562 11.1821 9.4040 984.41 2.08 1000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.1614 0.43 3.0105 10.6132 8.3025 1447.69 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.4218 0.43 2.3483 10.6280 8.3089 1447.69 2.11 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7698 0.41 1.1931 9.6471 8.1286 347.67 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.0589 0.41 1.1949 9.9267 8.2939 347.67 2.39 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.14 0.40 5.3785 12.0856 8.5464 3548.38 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.2980 0.40 5.7395 12.3581 8.8792 3548.38 1.88 100.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.3363 0.40 3.4041 12.3411 2662.52 1.92 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.3394 0.40 3.3999 12.3382 2662.52 1.92 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.5828 0.39 2.8017 10.1340 8.5665 1564.62 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.8953 0.39 2.8122 10.1375 8.5627 1564.62 2.06 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8092 0.38 6.8175 12.9357 38487.87 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8090 0.38 6.8176 12.9355 38487.87 1.54 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.0276 0.37 42.03 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.0277 0.37 42.03 2.33 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.4895 0.36 2.197 2877.65 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.4894 0.36 2.1971 2877.65 1.90 5000.0 INVEST
UTI-Unit Linked Insurance Plan 41.0714 0.30 0.3146 8.2806 6.9467 4761.79 1.68 15000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.8958 0.23 -0.2664 6.5286 4.2986 701.81 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.0655 0.23 -0.2687 4.3693 3.2421 701.81 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.7062 0.23 -0.2178 9.0322 5.8032 701.81 2.34 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6205 0.18 3.9103 2666.02 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.2089 0.18 0.1177 2666.02 0.63 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8215 -0.01 6.9815 1150.26 1.52 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8215 -0.01 6.9815 1150.26 1.52 5000.0 INVEST