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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.7473 -0.08 1111.01 1.52 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1437 -0.40 1.0478 2703.33 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5463 -0.40 6.7991 2703.33 0.63 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.7296 -0.59 11.7121 11.1186 10.1866 143.75 2.51 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.4120 -0.59 11.7124 11.1183 10.1873 143.75 2.51 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 9.89 -0.70 -1.9685 233.32 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 9.89 -0.70 -1.9685 233.32 2.41 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.9370 -0.78 7.6264 11.6026 8.1422 3701.60 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.7380 -0.78 8.0133 11.8774 8.4767 3701.60 1.88 100.0 INVEST
UTI-Unit Linked Insurance Plan 40.4143 -0.79 3.5247 8.1967 6.8214 5212.13 1.68 15000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.7263 -0.86 0.0 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.7262 -0.86 0.0 2.33 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.73 -0.89 4.3739 11.1838 9.2146 1080.38 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.46 -0.91 4.34 11.1865 9.2216 1080.38 2.08 1000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.2455 -0.94 5.4728 10.7270 8.2782 1542.11 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.4564 -0.94 6.1534 10.7113 8.2715 1542.11 2.11 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.1850 -0.96 7.2389 10.4490 8.5324 2240.09 2.03 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 23.8770 -0.96 7.242 10.4546 8.1023 2240.09 2.03 1000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.8268 -0.96 4.617 9.8441 8.2737 381.39 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.0044 -0.96 4.6165 10.1247 8.4395 381.39 2.39 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.2264 -1.01 6.7087 10.1663 9.2104 9401.50 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.2264 -1.01 6.7087 10.1663 9.2104 9401.50 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.2264 -1.01 6.7087 10.1663 9.2104 9401.50 1.73 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.49 -1.03 7.5004 13.9011 10.4575 3773.12 1.91 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.0186 -1.05 5.873 11.9241 2849.51 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.0379 -1.05 5.8773 11.9270 2849.51 1.93 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.8344 -1.06 3.7911 8.2792 718.70 2.39 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.0568 -1.06 3.7926 8.2453 718.70 2.39 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.3081 -1.07 7.6967 11.1254 9.4486 9597.81 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 174.9472 -1.08 8.4238 12.0213 9.9773 9597.81 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 174.9472 -1.08 8.4238 12.0213 9.9773 9597.81 1.74 100.0 INVEST
AXIS Balanced Advantage Fund (G) 20.82 -1.09 7.5077 13.8883 10.4609 3773.12 1.91 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3123 -1.11 6.1571 3136.32 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3124 -1.11 6.1579 3136.32 1.90 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.1620 -1.12 10.254 12.2839 2007.15 2.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.0480 -1.12 10.2156 12.2696 2007.15 2.04 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.96 -1.13 11.4831 12.9011 11.1277 70343.40 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.48 -1.13 11.3965 12.7498 11.1250 70343.40 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 74.92 -1.13 11.4576 12.7638 11.1396 70343.40 1.43 500.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 105.86 -1.15 10.3793 12.3571 10.1877 8899.24 1.76 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.49 -1.16 10.4066 12.3599 10.1933 8899.24 1.76 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.5788 -1.19 9.9856 13.3159 40202.72 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.5786 -1.19 9.9858 13.3158 40202.72 1.54 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.03 -1.21 3.8583 10.1478 3609.87 1.90 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.03 -1.21 3.8583 10.1478 3609.87 1.90 500.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.2440 -1.22 8.8249 10.8345 9.2063 17513.06 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.2440 -1.22 8.8192 10.8345 9.2063 17513.06 1.65 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 13.9080 -1.26 7.8484 12.3765 2130.44 2.02 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 50.49 -1.29 9.2949 11.8849 9.9517 13116.09 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.63 -1.29 9.3249 11.8928 9.9520 13116.09 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.49 -1.30 9.3047 11.8779 9.9508 13116.09 1.68 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.3582 -1.30 4.6397 7.6940 6.5587 55.54 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3362 -1.30 4.635 7.6483 6.5307 55.54 2.34 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.80 -1.31 5.7838 1271.58 2.17 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.4045 -1.33 6.6908 9.8991 8.4365 1705.37 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.1921 -1.33 6.7046 9.9002 8.4389 1705.37 2.06 100.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.08 -1.34 9.0291 312.32 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.08 -1.34 9.0291 312.32 2.42 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.73 -1.34 7.1788 8.9959 7.9599 894.17 2.23 5000.0 INVEST
Union Balanced Advantage Fund (G) 19.81 -1.39 7.5482 9.4324 7.5213 1301.37 2.16 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.90 -1.39 5.9072 1271.58 2.17 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.5220 -1.40 6.6537 958.82 2.24 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 15.5205 -1.40 6.655 958.82 2.24 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.83 -1.41 7.5958 9.4486 7.5308 1301.37 2.16 1000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.15 -1.41 7.2611 8.9907 7.9621 894.17 2.23 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.2546 -1.44 0.1344 4.5208 3.4740 797.36 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.3719 -1.44 0.1364 2.7623 2.4275 797.36 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.3226 -1.44 0.1828 6.9849 4.9673 797.36 2.34 500.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.5250 -1.49 7.6995 16.2825 15.9275 106820.61 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (G) 508.7910 -1.49 8.4032 16.5416 16.2898 106820.61 1.35 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.8749 -1.54 7.5201 12.2409 912.79 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.0489 -1.54 8.2624 12.4974 912.79 2.22 1000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.1360 -1.66 9.2628 1271.05 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.1360 -1.66 9.2628 1271.05 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.1360 -1.66 9.2628 1271.05 2.08 500.0 INVEST