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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
ITI Balanced Advantage Fund (IDCW) 12.1211 0.77 0.5902 7.9108 6.5440 353.79 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.4785 0.77 0.5898 8.1858 6.7067 353.79 3.25 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.2985 0.36 0.5069 12.9420 880.42 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.2969 0.36 0.5063 12.9399 880.42 2.86 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.69 0.25 -1.9721 8.2742 7.2913 951.53 2.39 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.28 0.23 -2.0182 8.2485 7.4483 951.53 2.39 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.68 0.15 2.4777 7.9047 6.7758 1238.19 2.50 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.79 0.11 2.4792 7.9052 6.7761 1238.19 2.50 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.5662 0.10 -0.1248 7.6542 3073.10 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5661 0.10 -0.1248 7.6542 3073.10 1.98 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.17 0.10 0.792 1110.62 2.31 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.28 0.10 0.7843 1110.62 2.31 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.77 0.09 5.0143 1262.98 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.77 0.09 5.0143 1262.98 2.73 500.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.1750 0.09 5.3005 9.0984 7.4112 2260.43 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.4190 0.09 5.2983 9.0967 6.9922 2260.43 2.40 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.45 0.09 3.6574 291.42 2.76 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.52 0.09 3.5971 291.42 2.76 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.5153 0.08 1.4871 8.8132 2834.38 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4998 0.08 1.4906 8.8157 2834.38 2.11 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.1680 0.07 5.6872 8.6280 9.6278 177.62 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.0402 0.07 5.6869 8.6284 9.6287 177.62 2.62 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0428 0.04 -1.7377 2612.92 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7534 0.04 3.8341 2612.92 0.76 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.5608 0.04 3.5478 9.2056 8.1707 9898.19 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 183.9542 0.04 4.2435 10.0814 8.6926 9898.19 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 183.9542 0.04 4.2435 10.0814 8.6926 9898.19 1.99 100.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.1831 0.03 7.9221 1353.17 1.98 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.2674 0.02 1.3511 8.5546 7.4923 1527.05 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 44.2503 0.02 2.0114 8.5397 7.4846 1527.05 2.52 5000.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 14.2565 0.02 1.7663 7.6644 7.3450 1682.03 2.60 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 35.5094 0.02 1.7657 7.6682 7.3394 1682.03 2.60 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.5470 0.02 4.8252 9.1534 2166.78 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.7030 0.02 4.8641 9.1683 2166.78 2.26 5000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.0210 0.02 1.3995 11.4038 13.9960 107765.65 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 522.9550 0.02 2.046 11.6443 14.3488 107765.65 1.29 100.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.22 0.0 -1.6362 177.67 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.22 0.0 -1.6362 177.67 3.58 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.4722 -0.02 -3.4467 1.5198 4.5087 733.99 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.2836 -0.02 -6.2092 3.3890 5.7002 733.99 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.1283 -0.02 -3.4491 -0.5382 3.4501 733.99 2.39 500.0 INVEST
SBI Balanced Advantage Fund (G) 15.8233 -0.03 3.942 9.3926 9.6123 42244.29 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8235 -0.03 3.9426 9.3925 9.6126 42244.29 1.68 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.0060 -0.04 4.2137 9.3689 7.4194 3780.28 2.38 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.46 -0.04 7.5233 11.1956 9.4112 9804.08 2.0 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.7870 -0.04 4.5773 9.6381 7.6614 3780.28 2.38 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 114.05 -0.04 7.5233 11.2014 9.4089 9804.08 2.0 100.0 INVEST
AXIS Balanced Advantage Fund (G) 21.50 -0.05 3.2661 10.9544 8.4522 3859.19 2.14 100.0 INVEST
Tata Balanced Advantage Fund (G) 20.9447 -0.05 3.0059 7.8017 7.8254 8779.78 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.0941 -0.05 3.0029 7.8007 7.8248 8779.78 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.0941 -0.05 -1.1774 6.3221 6.9350 8779.78 1.87 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.94 -0.08 3.2069 10.9406 8.4465 3859.19 2.14 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.1660 -0.08 3.7854 8.9890 8.1207 17428.74 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.1660 -0.08 3.7905 8.9912 8.1207 17428.74 1.88 100.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5545 -0.11 0.0635 5.2701 5.0207 43.47 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.5773 -0.11 0.07 5.3152 5.0483 43.47 2.57 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.92 -0.12 4.3649 10.7884 2264.63 2.30 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 53.46 -0.13 5.9663 9.9410 8.4107 13292.69 1.86 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.06 -0.13 -1.6971 5.9851 5.9693 759.47 2.55 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.47 -0.14 6.2606 10.0372 8.4685 13292.69 1.86 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.8706 -0.14 4.8019 9.4603 917.31 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.9892 -0.14 4.802 9.7105 917.31 2.47 1000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.58 -0.15 5.9972 9.9468 8.4142 13292.69 1.86 100.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (IDCW) 15.8851 -0.15 8.1153 11.5522 10.2323 5166.21 2.16 5000.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (G) 25.9171 -0.15 7.9672 11.4995 10.2096 5166.21 2.16 5000.0 INVEST
UTI-Unit Linked Insurance Plan 43.1498 -0.16 2.4685 7.5444 5.9354 5126.73 1.58 15000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.72 -0.19 0.9612 6.9142 6.5284 759.47 2.55 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.0033 -0.24 46.84 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.0046 -0.24 46.84 2.90 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.11 -0.36 3.3104 7.5373 685.96 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.9586 -0.36 3.3144 7.5393 685.96 3.05 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.58 -0.37 -1.9495 7.4717 3424.67 2.56 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.58 -0.37 -1.9495 7.4717 3424.67 2.56 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.58 -0.37 -1.9495 7.4717 3424.67 2.56 500.0 INVEST