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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Helios Balanced Advantage Fund - Regular (G) 11.67 0.52 2.3684 318.54 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.67 0.52 2.3684 318.54 2.41 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.0417 0.47 4.3869 10.0286 11.3607 144.40 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.8594 0.47 4.3871 10.0269 11.3617 144.40 2.30 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.84 0.46 5.8371 1325.24 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.84 0.46 5.8371 1325.24 2.05 500.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6751 0.42 0.9444 1137.13 2.16 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6735 0.42 0.9451 1137.13 2.16 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.8033 0.42 2.4003 11.0594 10.7023 400.05 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.7238 0.42 2.3999 10.7776 10.5337 400.05 2.37 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.85 0.41 4.6195 11.8816 12.4204 13238.71 1.69 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.41 0.39 1.9699 1393.61 2.11 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.48 0.38 4.6043 11.8746 12.4173 13238.71 1.69 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.52 0.38 2.0369 1393.61 2.11 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 13.0794 0.37 6.4812 3160.92 1.89 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 13.0795 0.37 6.4811 3160.92 1.89 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.74 0.37 4.613 11.8833 12.4127 13238.71 1.69 100.0 INVEST
Tata Balanced Advantage Fund (G) 21.0226 0.36 3.8235 10.5340 11.5429 9906.25 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 21.0226 0.36 3.8235 10.5340 11.5429 9906.25 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 21.0226 0.36 3.8235 10.5340 11.5429 9906.25 1.71 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9921 0.34 7.4464 13.8113 38628.37 1.55 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9923 0.34 7.4455 13.8114 38628.37 1.55 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 36.2315 0.34 3.8902 10.2583 10.0950 1727.59 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.6128 0.34 3.8706 10.2543 9.9797 1727.59 2.05 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.86 0.34 3.9219 9.7301 953.20 2.20 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.0530 0.33 3.9654 11.6340 11.0461 17874.24 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.0530 0.33 3.9654 11.6340 11.0461 17874.24 1.65 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.6428 0.32 2.3199 11.6935 940.44 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.3768 0.32 1.6183 11.4384 940.44 2.19 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.66 0.32 3.9151 9.7382 953.20 2.20 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 17.2641 0.32 -0.6011 7.8836 8.4302 57.66 2.42 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 17.2867 0.32 -0.6009 7.9283 8.4586 57.66 2.42 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.6473 0.29 4.4936 9.0276 8.7042 5323.30 1.64 15000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 33.1562 0.29 4.4322 11.1930 11.9249 9662.22 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 181.5758 0.29 5.0805 11.8405 12.3155 9662.22 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 181.5758 0.29 5.0805 11.8405 12.3155 9662.22 1.74 100.0 INVEST
NJ Balanced Advantage Fund (G) 13.73 0.29 0.5124 10.7770 3781.06 1.89 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.73 0.29 0.5124 10.7770 3781.06 1.89 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.37 0.29 -5.8984 313.06 2.41 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.5040 0.28 6.2876 11.8797 1980.91 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5080 0.28 6.2935 11.8828 1980.91 2.06 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.6334 0.26 3.6184 12.1001 2840.66 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.6097 0.26 3.6225 12.1029 2840.66 1.93 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.64 0.23 4.6928 13.7317 12.1633 3721.29 1.91 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 14.02 0.21 4.7528 13.7391 12.1736 3721.29 1.91 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 39.0750 0.21 4.6921 17.4095 20.3982 106493.55 1.34 100.0 INVEST
HDFC Balanced Advantage Fund (G) 533.7910 0.21 4.6908 17.4105 20.6143 106493.55 1.34 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.7250 0.20 5.6616 2015.14 2.02 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.36 0.19 -5.9891 313.06 2.41 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.4465 0.19 2.01 9.0563 766.92 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.7321 0.19 2.0125 9.0219 766.92 2.31 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.90 0.19 7.8439 12.4786 11.8760 8616.87 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.78 0.18 7.8389 12.4815 11.8753 8616.87 1.77 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 55.06 0.18 1.7181 12.2302 11.5415 1090.97 2.08 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.95 0.17 10.4233 13.5972 13.2180 68449.94 1.44 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.59 0.17 10.417 13.4474 13.2337 68449.94 1.44 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.11 0.17 10.4064 13.4503 13.2331 68449.94 1.44 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 19.48 0.15 1.6972 12.2055 11.5342 1090.97 2.08 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 15.0120 0.15 3.6181 10.7393 10.3807 2320.22 2.01 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.89 0.15 3.6134 10.7417 9.9357 2320.22 2.01 1000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.7202 0.12 4.7816 13.5805 12.7161 4544.91 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.1787 0.12 4.7798 13.5796 12.7144 4544.91 1.88 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.50 0.12 6.191 11.8491 9.3339 3635.61 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.4570 0.11 6.9611 12.1222 9.6712 3635.61 1.89 100.0 INVEST
HSBC Balanced Advantage Fund (G) 43.9272 0.10 0.9007 11.3093 9.4395 1587.94 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 19.2463 0.10 0.9099 11.5648 9.5897 1587.94 2.11 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4599 0.09 5.3019 2681.43 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.3453 0.09 2.2718 2681.43 0.63 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.5586 0.07 949.65 1.52 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 20.0381 -0.44 -6.5444 8.6187 7.2697 955.26 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 12.1878 -0.44 -6.4988 11.1778 8.8166 955.26 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 14.3677 -0.44 -6.5421 6.7915 6.1848 955.26 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 14.3677 -0.44 -6.5421 6.7915 6.1848 955.26 2.26 500.0 INVEST