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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
UTI-Unit Linked Insurance Plan 40.8418 0.28 -2.3753 6.6082 6.2098 4923.13 1.56 15000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.3192 0.26 -5.1888 6.3464 681.03 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.0471 0.26 -5.1851 6.3484 681.03 2.34 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.1010 0.25 0.0142 10.5534 2152.37 2.51 500.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.2893 0.21 0.0671 10.7181 887.0 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.2556 0.21 0.0702 10.9722 887.0 3.36 1000.0 INVEST
HDFC Balanced Advantage Fund (G) 506.45 0.21 -1.5641 14.1158 14.5310 105377.65 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.61 0.21 -2.189 13.8674 14.1769 105377.65 1.27 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.41 0.19 -1.0205 7.6514 7.1505 829.61 2.35 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.6122 0.19 -0.422 9.0834 7.6301 1505.78 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.9453 0.19 -1.067 9.0985 7.6377 1505.78 2.13 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.1020 0.18 2.0735 10.1393 2067.51 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.22 0.18 2.1038 10.1504 2067.51 2.06 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.15 0.18 1.3636 304.82 2.40 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.3860 0.17 -0.0441 9.1568 8.4355 17183.82 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.3870 0.17 -0.0441 9.1586 8.4349 17183.82 1.73 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.1242 0.16 -2.7801 3029.72 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.1241 0.16 -2.7801 3029.72 2.74 5000.0 INVEST
Union Balanced Advantage Fund (G) 19.72 0.15 -0.9543 7.5538 6.6684 1241.37 2.15 1000.0 INVEST
NJ Balanced Advantage Fund (G) 13.17 0.15 -1.3483 8.6086 3435.23 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.17 0.15 -1.3483 8.6086 3435.23 2.09 500.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.7730 0.15 1.5418 9.9346 7.5212 3661.26 1.93 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 176.5879 0.14 1.3552 10.47 9.0754 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 176.5879 0.14 1.3552 10.47 9.0754 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.9386 0.14 0.6775 9.5901 8.5513 9620.30 2.01 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.8610 0.14 1.9056 10.2064 7.8533 3661.26 1.93 100.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.7872 0.14 -6.0629 7.3240 5.5163 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.1567 0.14 -4.7312 2.7339 2.9622 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.0311 0.14 -4.7294 4.8596 4.0157 734.38 2.39 500.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.62 0.14 -3.6256 6.7154 6.5817 829.61 2.35 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.04 0.12 -3.3333 8.8917 7.8495 1024.28 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.15 0.12 -3.3409 8.8552 7.8379 1024.28 2.78 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5519 0.12 2.4977 2709.31 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0128 0.12 -2.5717 2709.31 0.61 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.40 0.11 -0.9854 7.5426 6.6617 1241.37 2.15 1000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.1358 0.10 -3.3669 5.9077 5.4131 51.81 2.43 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.7837 0.10 4.0487 9.6123 9.8409 152.71 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.4895 0.10 4.0481 9.6128 9.8418 152.71 2.48 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.1580 0.10 -3.3589 5.9533 5.4409 51.81 2.43 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.81 0.10 -2.4892 1165.34 2.19 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.91 0.10 -2.4606 1165.34 2.19 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.23 0.10 2.4665 10.3295 9.1928 12906.31 2.08 100.0 INVEST
ITI Balanced Advantage Fund (G) 13.9853 0.10 -2.2451 8.6574 6.7355 351.17 3.21 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.19 0.10 2.4415 10.3259 9.1910 12906.31 2.08 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.0020 0.10 -2.2847 8.0714 7.2784 1658.39 2.31 100.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7082 0.10 -2.2482 8.3811 6.5726 351.17 3.21 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.56 0.10 2.7203 10.4366 9.2603 12906.31 2.08 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 13.9840 0.10 -2.2905 8.0677 7.2799 1658.39 2.31 100.0 INVEST
AXIS Balanced Advantage Fund (G) 20.81 0.10 -0.048 11.5553 9.6649 3763.98 1.93 100.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.08 0.09 1.4018 304.82 2.40 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.0601 0.09 3.7999 12.6102 11.0777 4755.77 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.8269 0.09 3.8129 12.6168 11.0809 4755.77 1.90 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.0161 0.08 -1.8203 10.1526 2788.55 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 13.9951 0.08 -1.8246 10.1497 2788.55 2.14 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.53 0.08 -0.0631 11.5591 9.6704 3763.98 1.93 100.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8923 0.07 6.7454 1180.70 2.02 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.5850 0.06 1.8972 9.0917 8.0535 2208.75 2.66 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.3610 0.06 1.8905 9.0932 7.6257 2208.75 2.66 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 108.49 0.06 3.3337 11.2610 9.4669 9182.39 1.76 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6021 0.05 2.1073 11.0225 40732.17 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6019 0.05 2.1073 11.0226 40732.17 1.53 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.67 0.04 3.3418 11.2685 9.4648 9182.39 1.76 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.7928 0.02 45.02 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.7916 0.02 45.02 3.04 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.27 0.0 -0.677 198.99 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.27 0.0 -0.677 198.99 2.48 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.1530 -0.01 -0.5085 1228.80 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.1530 -0.01 -0.5085 1228.80 7.07 500.0 INVEST
Tata Balanced Advantage Fund (G) 20.4019 -0.09 0.948 8.5964 8.5275 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.4019 -0.09 0.948 8.5964 8.5275 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.4019 -0.09 0.948 8.5964 8.5275 9128.04 1.79 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.4308 -0.27 -0.2332 17.65 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4292 -0.27 -0.2338 17.6439 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4292 -0.27 -0.2338 17.6439 901.32 2.50 5000.0 INVEST