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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.22 1.77 -0.7607 1228.80 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.22 1.77 -0.7607 1228.80 7.07 500.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.1139 1.75 -5.482 6.4380 681.03 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.3772 1.75 -5.4853 6.4363 681.03 2.34 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.22 1.72 1.2635 304.82 2.40 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.49 1.65 -0.7778 7.5342 7.1740 829.61 2.35 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.15 1.64 1.306 304.82 2.40 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.8620 1.61 3.5508 12.5463 10.9685 4755.77 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.1156 1.60 3.5383 12.5398 10.9626 4755.77 1.90 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 511.21 1.56 -1.0254 14.0266 14.3441 105377.65 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.9450 1.56 -1.6507 13.7782 13.9905 105377.65 1.27 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.3966 1.52 0.2715 10.7872 887.0 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3908 1.52 0.2724 11.0402 887.0 3.36 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.72 1.52 -3.5387 6.5465 6.5871 829.61 2.35 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.0909 1.47 -1.8854 8.2815 7.3373 1658.39 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.2618 1.47 -1.8798 8.2853 7.3433 1658.39 2.31 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.5390 1.46 0.4057 9.3409 8.4688 17183.82 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.5390 1.45 0.4057 9.3409 8.4688 17183.82 1.73 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.87 1.44 -2.3732 1165.34 2.19 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.97 1.42 -2.4462 1165.34 2.19 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.8428 1.40 45.02 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.8440 1.40 45.02 3.04 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.8878 1.38 3.6659 9.7055 9.9092 152.71 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.6388 1.38 3.6657 9.7058 9.9101 152.71 2.48 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.1053 1.38 -1.4504 10.1482 2788.55 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.1185 1.38 -1.4476 10.1508 2788.55 2.14 5000.0 INVEST
Union Balanced Advantage Fund (G) 19.91 1.37 -0.3504 7.7623 6.7687 1241.37 2.15 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.58 1.36 -0.3674 7.7562 6.7650 1241.37 2.15 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.2219 1.35 -2.6368 3029.72 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.2220 1.35 -2.6368 3029.72 2.74 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.61 1.33 2.1472 10.2987 9.1006 12906.31 2.08 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 177.9160 1.31 1.7866 10.5967 9.0064 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 177.9160 1.31 1.7866 10.5967 9.0064 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.9484 1.31 1.1063 9.7160 8.4828 9620.30 2.01 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.30 1.30 1.8261 10.1741 9.0337 12906.31 2.08 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.5770 1.30 2.2168 9.2635 7.6505 2208.75 2.66 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7050 1.30 2.2125 9.2615 8.0919 2208.75 2.66 1000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.28 1.30 1.8803 10.1806 9.0343 12906.31 2.08 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.2528 1.26 -3.0083 5.9546 5.4966 51.81 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.2305 1.26 -3.0146 5.9093 5.4688 51.81 2.43 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.6045 1.26 1.4056 8.7863 8.5625 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.7677 1.26 1.4026 8.7852 8.5619 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.7677 1.26 -2.7127 7.2932 7.6661 9128.04 1.79 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.2715 1.26 -1.9192 17.0694 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.2730 1.26 -1.9197 17.0753 901.32 2.50 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.15 1.24 -3.4033 8.9698 7.8972 1024.28 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.46 1.22 -3.3434 9.0060 7.9095 1024.28 2.78 1000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6629 1.21 2.2329 10.8562 40732.17 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6631 1.21 2.2336 10.8564 40732.17 1.53 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.01 1.20 0.8157 11.8122 9.7414 3763.98 1.93 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.2960 1.20 2.1654 10.1980 2067.51 2.06 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.65 1.20 0.8192 11.8159 9.7473 3763.98 1.93 100.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.13 1.20 -2.9693 198.99 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.13 1.20 -2.9693 198.99 2.48 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.1720 1.20 2.1352 10.1870 2067.51 2.06 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.0505 1.19 -4.4684 4.7267 3.9106 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.6175 1.19 -5.804 7.1889 5.4102 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.1698 1.19 -4.4705 2.6037 2.8582 734.38 2.39 500.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.78 1.18 2.9729 11.2507 9.3488 9182.39 1.76 100.0 INVEST
HSBC Balanced Advantage Fund (G) 42.9034 1.17 -0.354 9.2707 7.6435 1505.78 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.0680 1.17 -0.9991 9.2860 7.6516 1505.78 2.13 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 108.96 1.17 2.9673 11.2569 9.3439 9182.39 1.76 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.1720 1.16 0.4181 10.6045 2152.37 2.51 500.0 INVEST
ITI Balanced Advantage Fund (G) 14.0265 1.08 -2.564 8.6571 6.4868 351.17 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7427 1.08 -2.5681 8.3809 6.3243 351.17 3.21 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.95 0.90 2.6018 10.2457 7.7051 3661.26 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.2190 0.89 2.9665 10.5174 8.0365 3661.26 1.93 100.0 INVEST
UTI-Unit Linked Insurance Plan 41.1740 0.79 -1.6832 6.8438 6.1992 4923.13 1.56 15000.0 INVEST
NJ Balanced Advantage Fund (G) 13.26 0.68 -1.9956 8.6445 3435.23 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.26 0.68 -1.9956 8.6445 3435.23 2.09 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6315 0.19 3.1244 2709.31 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0818 0.19 -1.9757 2709.31 0.61 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.9430 0.05 7.1268 1180.70 2.02 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.9430 0.05 7.1268 1180.70 2.02 5000.0 INVEST